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

AGM Statement –…

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