Morning all!
First off all, I have posted my Monthly Recap for May here - Covering all my purchases and sales in the month of April.
Secondly, I have posted my Parity PEG Price Reports for May here (free sign up required to access) - Covering 20 stocks updated in the month of April.
Onto this morning...
4imprint ( 4imprint (LON:FOUR) ) – 2580p – £724m – PER 22.1
AGM Statement – In a strong position to hit £1bn in Revenue by 2022, first 4 months of 2019 strong with Revenue up 16%, early in the year but Board confident of delivering on FY expectations.
Looks fairly valued here to me.
Begbies Traynor ( Begbies Traynor (LON:BEG) ) – 60p – £69m – PER 11.5
Trading Update For The 12 Months To End April 2019 – FY To be comfortably ahead, entering the new year with a strong Order book and favourable market conditions.
Still think there's value here (perhaps a lot) but the poor ROCE and Op margin hold me back.
Costain ( Costain (LON:COST) ) – 325p – £350m – PER 8
AGM Statement – In-line.
Looks like there's value here – Low growth and low margin offset by Net Cash and a decent Yield.
Empresaria ( Empresaria (LON:EMR) ) – 74p – £36m – PER 6
AGM Statement – Om course to meet FY expectations (reliant on H2 weightings).
Even on a PER of 6 still doesn't tempt me - Net Debt is high, Operating margin is low, (EPS) growth is forecast <2% per year and now, H2 weighting too!
Kape Technologies ( Kape Technologies (LON:KAPE) ) – 90p – £130m – PER 14.9
AGM Statement – Strong start to the year, trading in-line, subscriber number growth exceeding expectations.
I am Long here and this seems good enough reason to remain so for now (based on the expectations (Broker forecasts) I have access to).
SDL ( SDL (LON:SDL) ) – 532p – £482m – PER 17.7
Unlock the rest of this article with a 14 day trial
Already have an account?
Login here