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Simon Thompson

High yield play with growth potential A Leeds-based property investor has released forecast busting results prompting analyst upgrades ...

01 October 2014

Simon Thompson

About Simon Thompson

Winning stock and trading ideas from the creator of the Bargain Portfolio

Recent articles

  1. Cashed up for recovery

    Cashed up for recovery

    01 October 2014

    Shares in the owner and developer of shopping centres and residential properties in Ukraine offer medium-term value

    The geopolitical fall-out in the Ukraine has been grabbing the headlines. In the circumstances, it may seem remarkable that the company’s operations have proved so resilient. It may also seem remarkable that the share price has held up so well too. This is largely because investors are looking beyond the ongoing political turbulence and tensions with Russia and instead focusing on the cash generative nature of the developments and the solid asset backing they provide.

  2. Cash rich high yield play

    Cash rich high yield play

    30 September 2014

    High yielding and cash rich shares in the Chinese designer, maker and distributor of children’s apparel rise as dividend increase shores up confidence

    With the first half of the financial year strong for cashflow as distributors settle accounts for sales made in the seasonally stronger second half, the company’s net funds increased from £31.1m at the end of December to £48.6m. That’s the equivalent of 64p a share, or 12p a share more than the share price! Or put it another way, with the company commanding a market capitalisation of £40m, or half net asset value of £80m, we are getting a free ride on half the assets and £8m of its own cash.

  3. Break-out looms for small cap winner

    Break-out looms for small cap winner

    29 September 2014

    Shares in Simon Thompson’s top performing 2013 Bargain share soar on a massive earnings beat

    ‘The 14-day relative strength indicator is showing a neutral reading around 50, so offering a platform for rally; the share price has found strong support from the 200-day moving average, a positive sign; and after a 11-month sideways move which has capped progress in the 50p to 52p area, the bullish upmove today on the daily candlestick chart would indicate to me that another attempt at a break-out is firmly on the cards. It’s also one that I firmly expect to succeed.’

  4. US dog shares to bark back

    US dog shares to bark back

    25 September 2014

    It's one of the simplest trading strategies of the year, and one of the most profitable, too

    'Every dog has its day and buying the 10 worst performers at the end of September - judged on their previous three-year performance - has paid hefty returns in the past. In fact, if you had followed our trading strategy you would have turned in an average three-month gain of 16.3 per cent between 1997 and 2013. That is over 11 percentage points more than an S&P 500 index tracker'

  5. Gamble on recovery

    Gamble on recovery

    25 September 2014

    Online gaming companies have been battered this year, but it could be game on in the coming months

    'Numis Securities believes that the High Court challenge by a number of online gaming companies to the government’s point of consumption tax will succeed before its implementation in a few months time. If correct, then this would act as a major catalyst for the shares which are trading on 8 times fiscal 2014 earnings estimates. Factor in the cash pile, and the cash adjusted forward PE ratio is 7.’

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