Occupation: Other

Location: London

Twitter: @BenSharman

Investment Strategy
I trade... monthly
I tend to buy... after much research
I hold for... years
I invest with... <£100k
Diversification is ... essential to reduce risk

I have a number of strategies: 1) I am a bargain hunter! I aim to find unattractive 'special situation' businesses which have a clear plan for recovery. 2) I invest for income and like companies which pay large (above market average) dividends, which are at least 2 times covered. I usually wait until these companies also offer good value. During the 2009 crash I bought a few large companies on PERs of less then 7 and yielding over 7%. 3) I don't really do momentum! 4) I invest in large, mid and small cap companies in different sectors in the UK and overseas. I'll look anywhere for value.

Bsharman's Latest Blogs

Can anything be done about these bunch of crooks? I can't believe the depths the Chairman and Board (excluding the one Independent Director) have gone to steel this company from decent shareholders. All I know is that how they have acted is a complete and utter disgrace and wish that these people could be held accountable for their actions.I despair! 

Does anyone own Premier Oil 5% 2018 retail bonds and can help explain to me the refinancing terms so that I can understand as i'm struggling to know what to do? Holders are being offered either: Equity Warrants - Holders will be entitled to subscribe for Warrant Shares at the Exercise Price (£42.75). The warrants are expected to expire 31 May 2022. Synthetic Warrants -…

Hi All,My research has led me to broker Cenkos Securities (LON:CNKS) - The Stockopedia computers seem to love this share and it ranks as:94 for Value 99 for Quality 98 for Momentum and has an overall StockRank of 100! (and also passes 5 screens) Operating margins have been increasing rapidly and return on capital and equity are very high. It offers a dividend yield of…

I thought I would start a new post to discuss companies which currently offer seemingly good value. I'll start with Molins: MOLINS Molins are based in Milton Keynes.  They supply machinery, instruments and services for the production and packaging of consumer products, such as cigarettes. They have a Market Cap of £31m and an Enterprise Value of £26m. This shows that they have cash on…

Bsharman's Latest Comments

Hi Paul, If you have the time I'd appreciate it if you could take a closer look at Benchmark Holdings (LON:BMK) It is in a very interesting and growing market - animal heath, nutrition and genetics - basically to enhance sustainability and yields for food production (mainly fish) They presented at Mello in Derby. Thanks, Ben

Walker Greenbank (LON:WGB) & Van Elle Holdings (LON:VANL) - would good to hear your views on both of these. I picked up Walker Greenbank (LON:WGB) after their AGM statement. Releasing a trading statement (profit warning) at 16:27 is unforgivable - can someone tell me why this was done or why they were advised to do this? Surely the items detailed in the statement would have…

I'd appreciate your thoughts on Cenkos Securities (LON:CNKS)

Hi Graham, If you have the time and the inclination please could you look at the N Brown (LON:BWNG) statement from yesterday. Thanks.

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