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Simon Thompson

Clear road ahead for gains A vulture property fund is set to crystallise gains on its development properties and realise their hidden value ...

30 October 2014

Simon Thompson

About Simon Thompson

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

Recent articles

  1. A high-yield jewel in the Irish Sea

    A high-yield jewel in the Irish Sea

    29 October 2014

    Shares in a little known telecoms company continue to ring the right tone

    'There may be a paucity of analyst coverage on the company, but this jewel in the Irish Sea continues to dial all the right numbers in my view and I maintain my 210p target price. Offering 17 per cent share price upside, I rate the high yielding shares a buy'

  2. Green light for Greenko

    Green light for Greenko

    29 October 2014

    Shares in a green energy company offer both a positive technical and fundamental investment case

    ‘There is clear visibility in the construction pipeline for investors to have confidence that the company will hit its target of ramping up total capacity to above 1,000 MW next year. Importantly, the energy back drop is favourable for renewable energy in the country as conventional power assets struggle to supply power to the grid due to fuel supply and off-take price issues. It’s worth flagging up too that the business has a cost advantage and is supplying power below the price of conventional generation in many states.’

  3. Lights, camera, action

    Lights, camera, action

    28 October 2014

    Substantial share buying by insiders at Europe's second largest cinema chain is sending a strong signal to investors

    Having gone through every single director transaction since late February, then it is apparent that the stake building has been pretty concerted

  4. Tapping into cloud-based profits

    Tapping into cloud-based profits

    27 October 2014

    ‘A small-cap software company has issued a bumper trading update ahead of next month’s results’

    ‘True, the shares have drifted in falling market since I last updated my view in June, but they have still doubled since I initiated coverage three years ago and I still feel that a fair value of the equity is at least 20 per cent higher than the current share price. Even at the lower end of my price range, coinciding with the all-time share price high hit at the end of April, the shares would only be rated on 15 times cash adjusted earnings. That’s still a deep discount to peers.'

  5. Riding the buy-to-let boom

    Riding the buy-to-let boom

    27 October 2014

    ‘Shares in the UK’s largest buy-to-let lender look under rated and offer a decent yield too’

    ‘For good measure, the shares look to have based out, having pulled back from a seven-year high of 426p set in April and now appear to have successfully tested the 325p support level. A move above the September high of 361p would be a bullish signal indeed as it would confirm that the correction period is over and raise the likelihood that a return to the spring highs is in the offing. I feel it’s better to buy now ahead of the forthcoming results which I believe will act as the catalyst to spark the rerating.’

IC columnists

The Trader

The Trader

Technical analysis and market calls from our in-house charting expert

Mr Bearbull

Mr Bearbull

Sound advice on running portfolios from an experienced commentator

Smart Money

Smart Money

Practical advice to help you plan your future

Chris Dillow

Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Property Matters

Property Matters

Comment on the ups and downs of property investments, with a particular focus on the perennially popular world of buy to let

The Editor

The Editor

Commentary on markets, world affairs and everything to do with investing

Chronic Investor Blog

Chronic Investor Blog

Our light-hearted take on the world of investing

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