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Simon Thompson's Bargain Portfolio


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


Portfolio performance bargain-portfolio

performance to:3 March 2014
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 (%)
Naibu Global International� NBU 58 62 82 41.40% 32.30%
PV Crystalox Solar PVCS 19 19.35 25.25 32.90% 30.50%
Arden Partners ARDN 75 75 93 24.00% 24.00%
1pm OPM 57 53.95 66 15.80% 22.30%
Charlemagne Capital CCAP 16 15.8 18.5 15.60% 17.10%
Fortune Oil FTO 9 9.5 11 22.20% 15.80%
Barratt Developments BDEV 373.2 394.4 437.5 17.20% 10.90%
Record REC 37 38.65 41.25 11.50% 6.70%
Taylor Wimpey TW. 112.4 115.5 122 8.50% 5.60%
H&T HAT 158 173.43 180 13.90% 3.80%
Camkids CAMK 85 88 90 5.90% 2.30%
Bloomsbury Publishing BMY 167 177 173 3.60% -2.30%
AVERAGE . . . . 21.30% 16.90%
FTSE All-Share . . 3521 3629 . 3.10%
FTSE SmallCap . . 4464 4555� . 2.00%
FTSE Aim index . . 857 886 . 3.40%
"Note: Latest prices taken at 10:30am on Monday 3 March 2013"

Latest about this portfolio

  1. Funded for earnings growth

    Funded for earnings growth

    10 April 2014

    ‘Shares in two financial service companies have released positive announcements which should drive their re-ratings further’

    ‘If EPS rises in double digits again this year, then it will enable the board to be more generous and raise the payout by far more than the 5 per cent growth predicted. In any case, the shares are well supported by a healthy 4.3 per cent dividend yield and are modestly priced on less than 10 times earnings ahead of what I expect to be upgrades of between 1p and 1.5p a share for 2014’

  2. Kamikaze investors target Camkids

    07 April 2014

    Shares in a Chinese maker and distributor of children’s clothes have slumped on a bear raid

    ‘The shares are woefully undervalued on fundamentals and from a technical perspective are massively oversold too. The 14-day relative strength indicator (RSI) is on the floor and is giving a reading well below 20! The share price is also 40 per cent below its 200-day moving average. Moreover, if short sellers have moved in, then any good news flow later this month will undoubtedly see short covering as they scramble to close their short positions’

  3. Shining bright

    Shining bright

    24 March 2014

    ‘Shares in a solar-wafer maker have surged this year after the company turned cash flow positive and a restructuring reduced costs significantly’

    ‘Factoring in the exit from its German loss-making business, the cash pile ended 2013 at equivalent of 20p a share. Book value of 30p a share was little changed on 2012, after factoring in the cash returns. This means the shares are now trading 10 per cent below net asset value even though net cash accounts for 75 per cent of the current share price. Or put it another way, in effect the business is being valued at only £11m.’

  4. Conundrums to solve

    Conundrums to solve

    20 March 2014

    Shares in two resource companies have failed to deliver and it’s time to make some hard decisions

    ‘Worryingly, according to some analysts, it is rumoured that Cairn received a $1.3bn tax demand from the Indian tax authorities in February, although the company has not stated this is the case. The risk now is that a protracted investigation will impact Cairn’s ability to fund its exploration campaign as the plan was to rely on the proceeds from the sale of the Cairn India shareholding, and net funds of $1.25bn on its balance sheet (£750m), to finance its development programme.’

  5. Going through the roof

    Going through the roof

    10 March 2014

    Shares in the homebuilders have been racing ahead this year, but still offer upside even without further earnings upgrades

    ‘I can envisage further technical buying of the shares in the next couple of weeks. The technical set-up is supportive too: the 14-day RSI is not that overbought, the shares are modestly above the rising 20-day moving average and there isn’t much overhead resistance until the summer lows around 540p, dating back to 2006. That’s 20 per cent above the current share price. As a result, I would recommend you continue to run your bumper profits’

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