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Simon Thompson

Oakley Capital: cashed up for investing Shares in an Aim-traded private equity fund are being too harshly rated considering it has just reaped bumper gains on one of its holdings ...

21 October 2014

Simon Thompson

About Simon Thompson

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

Recent articles

  1. Investors alight on Ebola scare

    Investors alight on Ebola scare

    21 October 2014

    Shares in an aircraft leasing company have lost altitude following the Ebola scare, but it looks an overreaction to recent events

    ‘It’s a landmark deal as it moves the company into the jet market which is 50 times the size of the turboprop market where it has been specialising in since its formation eight years ago. To put the size of the transaction into some perspective, analysts calculate that it equates to a 20-25 per cent increase in assets, revenues and earnings compared to the 2014 fiscal year.’

  2. Director buy signals

    Director buy signals

    20 October 2014

    When insiders make significant share purchases in their companies it’s well worth taking note

    ‘It came as a shock to see the company issue a profit warning on Friday, 17 October, and one that sent the price tumbling. But this has not stopped the directors from continuing to buy the shares. In fact, one insider purchased a further 250,000 shares last Friday to take his beneficial interest to 3.39m shares, or 1.14 per cent of the shares in issue.’

  3. Lessons to learn from bond market ‘flash’ crash

    Lessons to learn from bond market ‘flash’ crash

    17 October 2014

    Equities have sold off as Treasuries soar, and there are bargains to be had in the stock market debris

    The FTSE Aim index is down 25 per cent from its March highs. There are bargains to be had in the debris, and the 2014 stock market sale is now on

  4. Normalisation is coming so plan ahead

    Normalisation is coming so plan ahead

    17 October 2014

    The end of QE in the US is impacting financial markets as investors come to terms with a move to normalise interest rates

    'In foreign exchange markets where currency traders make their money by betting on minuscule movements in cross rates, the weakness of the euro has been eye-catching. It is also understandable once you consider the key factor influencing it: a move to normalisation of monetary policy in the US'

  5. Banking on a re-rating

    Banking on a re-rating

    16 October 2014

    A private bank has just announced an earnings beat and one that leaves the current valuation looking anomalous

    ‘The company’s Solihull-based motor finance business has been accelerating, reflecting strong consumer demand for car loans as the UK economy recovers. In fact, the UK new car market has recorded 31 consecutive months of growth, breaking the record set in the late 1980s. New car registrations last month were up over 5 per cent to 425,000, recording the best September for a decade. This is clearly good news for the motor finance market which is the company’s area of speciality.’

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