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Simon Thompson's Bargain Portfolio

ABOUT THIS PORTFOLIO

A collection of value shares selected using Ben Graham's investing ideas

tips-and-ideas/our-portfolios/bargain-portfolio

Portfolio performance bargain-portfolio

performance to:15 December 2014 - prices taken at open on 15/12/14
Company TIDM Magazine offer price� Opening offer price on 7 Feb 2014 Bid price on15 Dec 2014 Dividends (p) Return on magazine price (%)
Barratt Developments BDEV 373.2 394.4 440.5 10.3 20.80%
Taylor Wimpey TW. 112.4 115.5 129.8 1.78 17.10%
H&T HAT 158 173.43 160 4.8 4.30%
Bloomsbury Publishing BMY 167 177 160 5.86 -0.70%
Record REC 37 38.65 34 1.5 -4.10%
1pm OPM 57 53.95 54 0 -5.30%
Charlemagne Capital CCAP 16 15.8 11.75 0.91 -20.90%
Fortune Oil FTO 9 9.5 7 0 -22.20%
PV Crystalox Solar PVCS 19 19.35 14.25 0 -25.00%
Arden Partners ARDN 75 75 44 0 -41.30%
Naibu Global International NBU 58 62 30* 4 -41.40%
Camkids CAMK 85 88 23 4 -68.20%
AVERAGE . . . . . -15.60%
FTSE All-Share . . 3521 3389 . -3.70%
FTSE SmallCap . . 4464 4246 . -4.90%
FTSE Aim index . . 857 693 . -19.10%
Note: Latest prices taken at open on 15 December 2014 . . . . . .
* Naibu position was closed at 30p on 15 Sept 2014 . . . . . .

Latest about this portfolio

  1. Bargain shares updates

    Bargain shares updates

    09 December 2014

    'The share price performance of two of Simon Thompson's bargain shares could not be any different, but shares in both companies offer clear value.'

    'Despite Fortune Oil's own lacklustre share price, the investment in China Gas Holdings has clearly done well, rising from HK$11 per share in February when I advised buying Fortune Oil's shares in my 2014 Bargain share portfolio, to HK$13 now. This performance is justified too as China Gas Holdings recently reported a 49 per cent rise in first half revenues to HK$15.6bn (£1.2bn) and a 31 per cent rise in net profits to £150m.'

  2. Bargain shares updates

    Bargain shares updates

    24 November 2014

    ‘There are interesting developments for no fewer than five of Simon Thompson’s bargain shares’

    ‘I feel that investors have missed out on an investment opportunity resulting from the changes in credit regulations announced a fortnight ago for payday lenders. Undoubtedly, the new rules will have dealt a hammer blow to a large number of these credit firms that have been preying on vulnerable cash strapped consumers unable to access credit at normal rates of interest. But there are opportunities from a tightening of regulation, too, and in particular for pawnbrokers.’

  3. Funded for growth

    Funded for growth

    19 November 2014

    ‘A trio of shares offer decent medium-term upside potential’

    'It’s certainly an investment with great potential as France is one of the largest factoring markets in the world with an annual volume of receivables for B2B companies in excess of $800bn (£500bn). Moreover, last year the top 14 factoring companies operating in the country purchased more than $270bn billion of receivables. During the first half of this year the French factoring market grew by more than 15 per cent and expect this positive trend to continue given that access to finance for working capital continues to be a significant constraint for SMEs.'

  4. Camkids kicked

    Camkids kicked

    17 November 2014

    ‘Shares in the Chinese designer and maker of children’s apparel have been marked down heavily post a mixed trading update

    ‘Investors are taking a very cautious stance too as the company’s market capitalisation of £29m is less than two thirds its cash pile of £50.3m (at current exchange rates) reported at the time of the interim results at the end of September 2014. Analysts predict a year-end cash pile of around £45m at the end of next month.’

  5. Polo's waiting game

    Polo's waiting game

    05 November 2014

    Shares in the small-cap resource investment company have been drifting all year, and some much needed positive newsflow is needed at next month’s results to arrest the decline.

    ‘Ultimately, for Polo’s share price to reverse this year’s price decline the board will have to show shareholders greater transparency on the timetable for realisations from the portfolio. A share buy-back programme would not go amiss either with the company’s market value less than its cash pile! I would hope that the board of Polo take note and in particular chairman Michael Tang.’

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