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Simon Thompson

Dealmakers It's not often you can buy shares in a profitable merchant bank at book value and have a free ride on the dealmaking ability of its corporate financiers, but that's what Simon ...

31 May 2016

Simon Thompson

About Simon Thompson

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

Recent articles

  1. On a roll

    On a roll

    26 May 2016

    A small cap online gaming company is thriving in the post-PoC duty gaming market.

    The shares are trading on a cash-adjusted PE ratio of 11.5 for 2016. That’s hardly pricey for a business thriving in the post-PoC duty gaming market, winning customers from operators unable to compete in the more onerous tax environment, and with potential to continue to grow at market-leading rates.

  2. Break-out looms

    Break-out looms

    26 May 2016

    Shares in one of the UK’s leading replacement window companies look on the verge of breaking out.

    The company is up against tougher year-on-year comparatives in the second half of this year, but forecasts only factor in the year-to-date earnings beat so if the sales momentum is maintained, and there is little reason to expect order intake to fall sharply unless there is an external shock to the UK economy, then earnings risk looks firmly to the upside.

  3. Lending towards recovery gains

    Lending towards recovery gains

    25 May 2016

    A speciality finance company has restructured itself and placed the business on a sound footing for recovery.

    The bottom line is that with borrowings now under control and the company on a path to recovery, then the shares rate a decent recovery buy priced on a 27 per cent discount to adjusted book value and underpinned by a dividend yield of 8.3 per cent.

  4. A smart performance

    A smart performance

    25 May 2016

    Shares in a high street retailer offer potential for earnings upgrade-driven gains.

    I am still of the opinion that the majority of UK voters will vote to stay in the EU, as are investors who are betting on the outcome. Indeed, over £14.4m has been wagered on the outcome on Betfair and the current odds now only point to a 20 per cent chance of the UK voting to leave the EU. Perhaps the government's scare tactics are working.

  5. Miton replaces stars with a star

    Miton replaces stars with a star

    24 May 2016

    The small cap fund manager brings in a star name to manage its flagship fund.

    So, although it’s likely to take time for investors to regain their confidence, I do feel that the bad news is priced in at this level as the shares are trading on only 12.5 times last year’s cash-adjusted earnings after accounting for a cash pile worth 8p a share. They also offer a 2.6 per cent dividend yield.

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