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Exploiting earnings upgrade cycles

Our small-cap stock picking expert highlights yet another company on his watchlist that is in a strong earnings upgrade cycle.
Exploiting earnings upgrade cycles
  • Heavy buildings materials group SigmaRoc could be joining four more of Simon Thompson's picks that are on the upgrade cycle
  • Strong demand is boosting business

Earlier this week, I highlighted no fewer than four companies on my active watchlist that are in strong earnings upgrade cycles (Targeting companies on the upgrade). In fact, such is the earnings momentum that I upgraded my target prices on three of them. It wouldn’t be a surprise if I am forced to do the same again with heavy building materials group SigmaRoc, a  company that continues to trade ahead of internal budgets and market forecasts.

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