Registered:
17/05/12
Seen:
Fri 11:19am
Followers:
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Comments
354

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

It would be interesting to hear readers thoughts on Van Elle Holdings (LON:VANL) I don't currently hold but they are in my potentially interesting pile. This is based on the fact that they seem to have a moat (good quality scores) and are trading at a low valuation. Impact of Carillion (LON:CLLN) seems minimal and they are giving guidance of a £10.5m profit before tax.…

Hi David, I had a long chat with the Sosandar (LON:SOS) ladies and they came across very well. We discussed returns and the cost of returns (40% - which is the industry standard), manufacturing in small batches to gauge demand and then the ability to turn on production quickly to meet demand if for example something sells out. I looked at the quality of the…

More great analysis and commentary Paul - thanks. I agree that the change in GAME Digital (LON:GMD) ownership is positive and I was very pleased to see Miton buying 13%. The gaming / esports market is large and growing very strongly. This is also a sweet spot because the high street is currently trying to adapt and change and become more of a destination with…

I was pleased to see Miton buying 13% of GAME Digital (LON:GMD) I think Sports Direct are probably biding their time and waiting to see how the new format performs initially.

The Mission Marketing (LON:TMMG) Chairman brilliantly used the words gongoozelers & bafflegab in his statement! bafflegab means: incomprehensible or pretentious verbiage, especially bureaucratic jargon. (this could be used to describe many company statements!) Thoughts on Mission Marketing (LON:TMMG) would be appreciated.

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