Registered:
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Occupation: Blogger, Private Investor

Interests: Stocks


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If it looks undervalued, I buy it, if it looks overvalued, I sell it.

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Gray Woods's Latest Blogs

Just had a look at these, have a great product with Cathedral Cheese, massively dominant market position; however, looking at the balance sheet, specifically, the cash flow, defo seems to be an issue with making enough cash flow to cover the dividend. If you go back to 2014, net debt was £142m, yet if you jump to now, it’s £265m, dividends paid out over the…

Been looking at a couple of companies, thought I'd share my research here, see if people agree with my findings: First, Sthree.  Sthree provides staffing in the STEM industries, and has been growing steadily over the years, revenue in the last annual accounts at near double what it was in 2010 (960m vs 475m). However, while operating profit has shown a similar jump between the…

Safestyle UK sells double glazing windows, doors and conservatories, and due to the contraction in the double glazing market in the last year have suffered three profit warnings, which means that their share price has taken a battering. However, they have a strong balance sheet, their current assets at £26m in the last interim report stand at £3m more than all liabilities combined, and I…

I wasn't expecting to be writing on Tesco (LON:TSCO) again so swiftly, but they shocked me via their trading statement today, which in effect has seen the big changes all brought forward.  Of note, the full year profit target has been slashed from £2.8bn to £2.4bn.  A profit warning was half expected, but the real shock has been the size of the dividend cut:"The Board…

Under Leahy, Tesco (LON:TSCO) became a powerhouse (you can argue how, and at what expense all you like, but the fact remains, even now, it's market share of 28.8% is vastly ahead of its closest rival, Sainsbury's, whose is now 17.4%).  The trouble is when something becomes the in effect king, unless it constantly changes its face, its attitude, unless it keeps itself nice and…



Gray Woods's Latest Comments

I'd imagine it's more to do with the anticipation around American regulatory approval for its disinfectant to be used on medical devices which they've been chasing for years, if they get it the US market is obviously a lot bigger than the UK's and others so potentially a lot of growth potential.

I'm coming to the conclusion it's a value trap, one of those companies that should definitely be a great buy, as the products they have is top notch and the market position is dominant, yet for some reason management just cannot get the company into order. Maybe they will one day, and they seem to be banking on infant formula milk, so there is a…

Have to be honest, I agree with others wouldn't have called it a profit warning per se, more the resetting of a high growth company to a more mature company. Like Timarr says, with 23m registered customers it's hard to expand, and considering how competitive the market is, hard to see much room for the high growth from the past. But still a great company,…

So I see Van Elle Holdings (LON:VANL) got some good news last week, a complete rejection of Ellis's proposed resolutions, but the fact he still plans to hover about in the wings is not great. Shame, as it is a solid looking company. Reading between the lines, namely from the fact that he wanted his son-in-law to be on the board, he perhaps does not…

Comment posted twice for some reason, and can't work out how to delete, so see below comment.

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