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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

GAME Digital (LON:GMD) Morning. I think you make a good point that Sport Direct are dominating proceedings and perhaps this is related to why the Financial Director left not that long ago? I'm a shareholder of GAME Digital (LON:GMD) and i'm a little perplexed at this deal. I would have liked to have seen a 50/50 spit of the cost of funding new Belong sites…

I would agree RE : GAME Digital (LON:GMD) on the face of it, it looks like Sports Direct have a fantastic deal in terms of the £ paid for 50% of the profits however GAME are getting access to prime trading locations on the cheap. Yes they are giving away 50% of the cake but it's now a much bigger cake and it will all…

Vertu Motors (LON:VTU) is a company that in the near past i would have bitten your hand off to buy because it's got a fantastic balance sheet, cash and on most metrics looks undervalued. I have just finished reading Mark Minervini Book Trade Like a Stock Market Wizard: How to Achieve Super Performance in Stocks in Any Market however... (i know i'm one of the…

I don't particularly think the South African business is an issue. As announced at the interims the revenue grew from £42 million to £51 million - an increase of 21% or 4.8% (constant currency) - having said that I would like to see them diversify their revenues.

Thanks for the article. I have been a holder for years and have been very patiently waiting for it to re-rate upwards. I would like to see the group diversify geographically but also start to pay down some of their debt. It pays a good dividend and is undervalued IMHO.

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