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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:8 October 2014 - prices taken at close of play 8/10/14
Company TIDM Magazine offer price� Opening offer price on 7 Feb 2014 Bid price on 8 Oct 2014 Dividends (p) Return on magazine price (%)
H&T HAT 158 173.43 173 2.7 11.20%
1pm OPM 57 53.95 62 0 8.80%
Barratt Developments BDEV 373.2 394.4 390 3.2 5.40%
Taylor Wimpey TW. 112.4 115.5 114 1.78 3.00%
Bloomsbury Publishing BMY 167 177 167 4.84 2.90%
Fortune Oil FTO 9 9.5 8.5 0 -5.60%
Record REC 37 38.65 33.5 0.75 -7.40%
Charlemagne Capital CCAP 16 15.8 13.8 0.6014 -10.00%
PV Crystalox Solar PVCS 19 19.35 15 0 -21.10%
Arden Partners ARDN 75 75 55 0 -26.70%
Camkids CAMK 85 88 50 2 -38.80%
Naibu Global International NBU 58 62 30 4 -41.40%
AVERAGE . . . . . -10.00%
FTSE All-Share . . 3521 3456 . .
FTSE SmallCap . . 4464 4285 . .
FTSE Aim index . . 857 728 . .
Note: Latest prices taken at close on 8 October 2014

Latest about this portfolio

  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. 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.’

  3. Polo's waiting game

    Polo's waiting game

    05 November 2014

    Shares in the small-cap resource investment company have been drifting all year, and some much needed positive newsflow is needed at next month’s results to arrest the decline.

    ‘Ultimately, for Polo’s share price to reverse this year’s price decline the board will have to show shareholders greater transparency on the timetable for realisations from the portfolio. A share buy-back programme would not go amiss either with the company’s market value less than its cash pile! I would hope that the board of Polo take note and in particular chairman Michael Tang.’

  4. New highs beckon

    New highs beckon

    04 November 2014

    ‘Shares in a small cap housebuilder have signalled a major share price break-out and one well worth following’

    ‘It’s hardly surprising that the shares are breaking out as they are hardly highly rated for their projected earnings growth profile. To put this into some perspective, analysts predict EPS will rise to 4.7p for the 12 months to June 2015, up from 2.87p in the financial year just ended. And without factoring in any contribution from the latest land project, expect EPS of 5.5p for the year to June 2016, implying a doubling of post tax earnings per share over the next two financial years. On this basis, they are priced on a forward PE ratio less than 10 times for the 2015/16 fiscal year.’

  5. Oakley Capital: cashed up for investing

    Oakley Capital: cashed up for investing

    21 October 2014

    Shares in an Aim-traded private equity fund are being too harshly rated considering it has just reaped bumper gains on one of its holdings

    'A discount of that order would be justified if the portfolio had been underperforming. But that is clearly not the case'

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