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Simon Thompson

Unravelling the Quindell fiasco ‘Shares in the insurance outsourcer’s corporate broker have been hammered, but is it justified?’ ...

20 November 2014

Simon Thompson

About Simon Thompson

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

Recent articles

  1. 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.'

  2. Exploiting valuation anomalies

    Exploiting valuation anomalies

    18 November 2014

    'A strong focus on the fundamentals is likely to reap rewards for bargain value hunters'

    'Importantly, the company is not generating this profit growth by over gearing its balance sheet: net debt only represents a quarter of shareholders funds and operating profit covers the interest charge more than 10 times over. Moreover, despite facing currency headwinds, an adjusted operating margin of 9.55 per cent has potential to improve further on higher sales given that overheads account for less than 20 per cent of total revenues, and falling. In turn, the company's return on capital employed is soaring, highlighting a keen focus on delivering shareholder value.'

  3. 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.’

  4. Golden game changers

    Golden game changers

    14 November 2014

    Two major events take place in Europe later this month, both of which could have a transformational impact on financial markets.

    'Ultimately, the people of Switzerland will decide on their own fate, but a yes vote will have major implications way beyond the few million casting their vote. That's something well worth being prepared for.'

  5. Wired up for gains

    Wired up for gains

    11 November 2014

    'Shares in three small-cap companies are flying high and look worth holding on to in the months ahead'

    'It's only reasonable to expect another year of decent progress. Also, small-cap income funds will now be able to buy into this growth story, which adds further support. So trading on a four point discount to the support services average of 17 times earnings, I would run your bumper profits'

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