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Simon Thompson's Bargain Portfolio

ABOUT THIS PORTFOLIO

A collection of value shares selected using Ben Graham's investing ideas

tips-and-ideas/our-portfolios/bargain-portfolio

Portfolio performance bargain-portfolio

performance to:7 July 2014 - prices taken at close of play 7/7/14
Company TIDM Magazine offer price� Opening offer price on 7 Feb 2014 Bid price on 3 Mar 2014 Return on magazine price (%) Return on opening offer price price (%)
Fortune Oil FTO 9 9.5 12.25 36.1% 28.9%
1pm OPM 57 53.95 76 33.3% 40.9%
Charlemagne Capital CCAP 16 15.8 18 12.5% 13.9%
Naibu Global International NBU 58 62 63 8.6% 1.6%
H&T HAT 158 173.43 170.5 7.9% -1.7%
Bloomsbury Publishing BMY 167 177 177 6.0% 0.0%
Arden Partners ARDN 75 75 78 4.0% 4.0%
Taylor Wimpey TW. 112.4 115.5 113.6 1.1% -1.6%
Barratt Developments BDEV 373.2 394.4 371.7 -0.4% -5.8%
PV Crystalox Solar PVCS 19 19.35 17.25 -9.2% -10.9%
Record REC 37 38.65 33 -10.8% -14.6%
Camkids CAMK 85 88 56 -34.1% -36.4%
AVERAGE . . . . 5.5% 1.8%
FTSE All-Share . . 3521 3642 . 3.4%
FTSE SmallCap . . 4464 4504 . 0.9%
FTSE Aim index . . 857 788 . -8.1%
Note: Latest prices taken at close on 7 July 2014

Latest about this portfolio

  1. Worth a read

    Worth a read

    15 July 2014

    Shares in a UK book publisher are under-rated and are a good way of playing growth in e-publishing

    ‘Assuming the company can grow pre-tax profits by around 6 per cent in the current fiscal year, the forward PE ratio is only 12. Analysts forecast a further rise in the payout to 6.1p, more than twice covered by net earnings, up from 5.8p in the financial year to end February 2014. On this basis, the prospective dividend yield is attractive at 3.5 per cent. A rating of only 1.1 times book value is hardly excessive either’

  2. Bargain shares updates

    Bargain shares updates

    09 July 2014

    Simon Thompson updates his 2014 Bargain share portfolio and offers advice for the months ahead

    ‘Ultimately, the shares will re-rate once the early signs of a stabilisation in the market turn into a recovery and investors start to buy into the profit recovery forecast by analysts next year. I can envisage a scenario where this process starts to unfold in the second half which is why I think it is sensible to buy the shares in advance on a chunky 26 per cent discount to net asset value’

  3. Undervalued and unloved

    Undervalued and unloved

    17 June 2014

    ‘Shares in a small cap resource company have been derated sharply this year, but is there an end in sight?’

    ‘The main problem investors have is the lack of transparency. This has cast serious doubts in their minds as to the true worth of the company’s investments which is why the shares are trading on an eye-watering 65 per cent discount to the last reported net asset value per share. Moreover, a quarter of the book value of $160m (£94m) is in readily realisable investments or cash. It also means that three quarters of the share price is fully backed by these investments.’

  4. Award winning growth

    Award winning growth

    05 June 2014

    ‘Shares in a niche provider of leasing finance to small- and medium-sized enterprises are primed for more gains’

    ‘The prospective PE ratio is 18, a rating that doesn’t look too punchy for a company that is on course to report 18 per cent growth in EPS in the financial year just ended, and one that is forecast to accelerate EPS growth to 28 per cent in the current financial year. On a peer group basis, the rating doesn’t look extended either as rival S&U is priced on 15 times earnings estimates, but is only expected to generate EPS growth half that of the company.’

  5. Building gains for the future

    Building gains for the future

    21 May 2014

    'Shares in the homebuilders have fallen sharply since March, but is this a medium-term buying opportunity.'

    'It also seems lost on the housing market jeremiahs that there is a chronic imbalance between new supply coming onto the market and demand across the UK, and not just in the hotspot in London. This is not going to change in the coming years, and this imbalance could even be accentuated if prices continue to rise, as this will fuel the demand side even more. In fact, new housing starts were only 120,450 last year, only two-thirds of the last peak in March 2006.'

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