Weekend Reading - Friday 28th November

Friday, Nov 28 2014 by
6
Weekend Reading  Friday 28th November

Paul Scott has been in Las Vegas this week… we guess taking a well earned break from the wild casinos of AIM. He's penned a few small cap reports between hands - you can always find his column here.


Ridiculous Black Friday mayhem swept the nation this week, with bargain hunters literally falling over themselves in the hunt for a deal. But you don't have to take leave of your senses in the search for value. Catch this piece we wrote up Ben Graham's Deep Value Checklist on Interactive Investor - subscribers can find the qualifying stock list on the Stockopedia website here. It goes to prove that there are better ways of finding bargains than fighting over TVs in Tesco!

Don't miss this Orientation webinar for new subscribers. Highly recommended!

In the wake of one or two high profile stock disasters recently Ben Hobson revisited some of the best ways of spotting balance sheet red flags in this article for This is Money.

Meanwhile, Alex Naamani is our resident Jim Slater expert (yep, even the autobiography is on our shelf) - he can't stop banging on about Zulu stocks - so we let him off the leash to chase down some Zulu growth bargains in US stock markets.

And Rupert Hargreaves has been running ROIC in his latest Buffett-esque piece.

News and views from the web…

Richard Beddard, Interactive Investor's Share Sleuth, has added Animalcare, a StockRank 93 stock, to his portfolio - read his write up here and see if you agree with him.

The Housebuilders have broken out to new highs - Persimmon and Barratt Developments are right at the top of the StockRanks - Alan Oscroft has written them up as being cheap, while Simon Thompson of the IC seems to agree that the sector is hot.


Apple hit the $700bn mark… with a StockRank well into the 90s this year… Stockies have all been well aware of it's QVM potential. Not upgraded to the US yet? Check out our plans page for details.


The European indices have hit long term…

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Disclaimer:  

As per our Terms of Use, Stockopedia is a financial news & data site, discussion forum and content aggregator. Our site should be used for educational & informational purposes only. We do not provide investment advice, recommendations or views as to whether an investment or strategy is suited to the investment needs of a specific individual. You should make your own decisions and seek independent professional advice before doing so. Remember: Shares can go down as well as up. Past performance is not a guide to future performance & investors may not get back the amount invested. ?>


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Persimmon Plc is a United Kingdom-based holding company. The Company is engaged in house building within the United Kingdom. The Company trades under the brand names of Persimmon Homes, Charles Church, Westbury Partnerships and Space4. The Company offers a range of homes from studio apartments to family homes in approximately 400 locations under Persimmon Homes brand. The Company builds homes under Charles Church brand in a range of locations. The Company focuses on affordable social housing and sells these homes under Westbury Partnerships. The Space4 business operates an off-site manufacturing plant producing timber frames, insulated wall panels and roof cassettes as a fabric first solution to the construction of new homes. more »

LSE Price
2030p
Change
0.4%
Mkt Cap (£m)
6,441
P/E (fwd)
7.5
Yield (fwd)
11.7

Barratt Developments PLC is a holding company. The Company is principally engaged in acquiring and developing land, planning, designing and constructing residential property developments and selling the homes, which it builds throughout Britain. The Company operates in two segments: Housebuilding and Commercial developments. Its housebuilding segment operates through approximately six regions and approximately 30 operating divisions delivering over 17,319 homes. Its Commercial developments are delivered by Wilson Bowden developments. It purchases land in targeted locations and designs homes for its customers using standard house designs. Its brands include Barratt Homes, David Wilson Homes and Barratt London. Its Barratt Homes brand focuses on making homes. Its Barratt London brand portfolio offers apartments and penthouses in Westminster to riverside communities in Fulham. Its David Wilson Homes brand offers home design and specification, and focuses on developing family homes. more »

LSE Price
631.6p
Change
-0.1%
Mkt Cap (£m)
6,436
P/E (fwd)
8.9
Yield (fwd)
7.3



  Is LON:PSN fundamentally strong or weak? Find out More »


4 Comments on this Article show/hide all

GrindertraderUK 30th Nov '14 1 of 4
3

I signed up and watched in real time your Orientation For New Subscribers webinar. Although I have been a member of Stockopedia for over a year now, there is always something new to learn.

I made the decision two months ago to try to move from being a hunter investor to a farmer invest using your stock ranks in which I have built up a separate portfolio for. It isn't an easy transition since my hunter methods are drilled into me and of course it is far soon for me to make a good judgement on it. I'll try in a few years time! But your webinars help to refresh my mind and somewhat assist in easing the transition. The tools in Stockopedia does take much of the hard work out of identifying potential stocks whether hunting or farming a stock selection

I would recommend anyone to watch the webinars on understanding the stock ranks and picking great stocks from screeners. Every investor should really have some sort of rules based strategy and Stockopedia can help.

For anyone with a deeper interest of looking for red flags in financial statements then I recommend Paul Scott daily small cap report. Occasionally he will take a screen grab of a balance sheet, cash flow or income statement and will highlight a red flag with pretty good explanations. Looking for debtors, accrued revenue to capitalising costs. All this without needing to buy loads of complicated books on the subject. Simply find a company that has known problems and look at Paul's historic comments on the stock. You do not have to accept his opinion of course, but the underlying methods he uses to find red flags is great education.

And it is good to hear from Alex about the Zulu principle screener for USA based stocks. jim Slater's Zulu principle is still a much valued book to this day and in my own very biased should be a compulsory for every investor to read.

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jjis 30th Nov '14 2 of 4
1

..talking of weekend reading and books - Harriman House are having a Black Friday related half price weekend and I wrote up some suggestions here and a suggestion for your Christmas present list last week if that's of any interest to anyone?

Compound Income

Twitter: @CompoundIncome



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mpat89 30th Nov '14 3 of 4

How about the UK stock markets? Are we looking cheap or are we in a QE bubble? How do we decide?

Professional Services: Web hosting
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AlanJenkins2 30th Nov '14 4 of 4

Valuations are high - we've just grown used to it.

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