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Simon Thompson

On solid foundations Simon Thompson updates no fewer than four companies that have reported financial results this week ...

27 November 2014

Simon Thompson

About Simon Thompson

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

Recent articles

  1. Small-cap trading updates

    Small-cap trading updates

    26 November 2014

    Simon Thompson updates his view on no fewer than four companies and reveals the lessons he has learned for the future

    'The prospective PE ratio is 13, hardly punchy for a company generating double-digit earnings growth and whose shares are priced on a PEG ratio below 0.5. The yield is not bad either for a software company: a prospective dividend yield of 2.8 per cent is five times greater than that on the FTSE Aim Technology index.’

  2. A standing dish

    A standing dish

    25 November 2014

    The housebuilding sector has rallied 90 per cent of the time in the first quarter of the year, but will it be déjà vu this year?

    'The only question I have this year is not whether we should jump the gun now and buy into the sector in expectation of another profitable run up - I see no reason to wait another four weeks given that I expect equity markets to continue their recovery from the growth scare in October - but whether the economic back drop is favourable enough to justify the risk?'

  3. Bargain shares updates

    Bargain shares updates

    24 November 2014

    ‘There are interesting developments for no fewer than five of Simon Thompson’s bargain shares’

    ‘I feel that investors have missed out on an investment opportunity resulting from the changes in credit regulations announced a fortnight ago for payday lenders. Undoubtedly, the new rules will have dealt a hammer blow to a large number of these credit firms that have been preying on vulnerable cash strapped consumers unable to access credit at normal rates of interest. But there are opportunities from a tightening of regulation, too, and in particular for pawnbrokers.’

  4. Unravelling the Quindell fiasco

    Unravelling the Quindell fiasco

    20 November 2014

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

    ‘The key issue for me is not whether the directors of Quindell have acted inappropriately – the fact that all three have resigned from their position says enough – but whether the company’s corporate broker should be tarred by the same brush having decided to do business with the company in the first place. Clearly in the minds of some investors the mark down in the brokerage’s share price reflects the potential for reputational damage. Bearing this in mind, it’s worth taking a good look at the broker's track record and the other listed companies it does business with.’

  5. 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.'

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Chronic Investor Blog

Our light-hearted take on the world of investing

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