Morning all!
There was nothing worth reporting on yesterday but these 2 are surely of interest this morning.
Note: For those wishing to see my 2018 summary (all Buys & Sells and realised Gains/Losses) you can find it here.
Costain ( Costain (LON:COST) ) – 324.5p – £347.3m – PER 8.26
Trading Update For The 12 Months To End December 2018 – FY to be in-line with the Board's expectations.
Liking this a bit more at this price, it seems like the growth (quite low) together with the yield (quite high) justifies a place on my Watchlist at least.
Alpha FX ( Alpha FX (LON:AFX) ) – 565p – £206.5m – PER 22.4
Trading Update For The 12 Months To End December 2018 – FY to be ahead of market expectations.
Will be keeping an eye out for Broker notes here and may well be tempted to buy back in – I sold out here around 600p not so long back. It's back on my Watchlist.
As always, all comment most welcome!
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