Stockopedia Stock Page For Industrials

5 stocks on the move after broker upgrades

Murakami — Sun, 19 May 2013 11:55:06 +0100

Murakami -:
While the opinions of brokers often attract legitimate scepticism among investors, there’s little doubt that anyone keeping an eye on our analyst upgrade screen recently would have been impressed. Of all the investing strategies we track here at Stockopedia, the Earnings Upgrade Momentum screen has wiped the floor with most of the others and, unlike some of the other best-performing screens, with decent levels of diversification to boot. Over six months it has returned a startling 55.6% against a healthy gain of 17.8% in the FTSE 100 – this ties...

MyCelx: 14 May 2013 AGM report

fredahad — Sun, 19 May 2013 04:34:29 +0100

fredahad created:
MyCelx: 14 May 2013 AGM report (see detailed Introduction here) As far as I could tell, I was one of only two private investors present, the other Steve Perring. The room had perhaps 8 executives, and a small contingent who I assume were analysts or institutional investors. There was also someone from the Registrar, plus I would guess at least one representative from Numis and Addleshaw Goddard, the Company lawyers. We were warmly welcomed by the directors, who were all highly receptive to our questions, forthcoming, and thanked us at the end...

re. MyCelx -Detailed introduction to the Company

fredahad — Sun, 19 May 2013 04:20:29 +0100

fredahad posted:
And by coincidence, Midas Daily Mail tipster published a nice summary on Saturday18 may 2013, which I assume will appear in the Monday newspaper. http://www.thisismoney.co.uk/money/markets/article-2326673/M... ......The firm joined AIM only two years ago but already numbers some of the world’s biggest oil companies as clients. The shares closed at 470p on Friday and will almost certainly move higher over the next few years.......... ......The firm is growing fast. In 2011, sales were $6.3million (£4.1million). They were $12.3million last year and they are expected almost to double again this year to $23.2million, rising to...

MyCelx -Detailed introduction to the Company

fredahad — Sun, 19 May 2013 04:15:12 +0100

fredahad created:
It is not very often one gets the opportunity to invest in a company which is now growing at a prodigious rate, debt-free, cash flow positive, sitting on $9m cash, and whose operations actually benefit the environment. You will have to suspend disbelief for a moment, while I tell you that this company is in the oil services industry, uses the wonderful “razorblade” model for recurring sales, and boasts amongst its growing client list Chevron, Anadarko, Sabic - Saudi Basic Industries Corp, QatarGas, US Army, and General Motors, to name...

Note on Tricorn by akanalytics

akanalytics — Sat, 18 May 2013 21:35:03 +0100

akanalytics -:
JAN 2013 http://expectingvalue.com/shares/tricorn-tcn

Note on Rexam by k9tas

k9tas — Thu, 16 May 2013 10:20:57 +0100

k9tas -:
Times After disposal of its non core divisions 90% of revenue is now in can making and it has designs on the Indian market. On a rainy of 12 times the shares loopk worth holding in the long term tipped 513p range 551-391p

5 stocks beating earnings expectations

Ben Hobson — Wed, 15 May 2013 16:13:55 +0100

Ben Hobson published:
Beating earnings expectations tends to be a sure fire way for companies to hit the financial headlines and get a warm reception from shareholders on results day. For momentum investors with an eye for a surprise, keeping track of these City stars has long been acknowledged as a profitable strategy. Not only that, but a review of London listed stocks that have sprung positive surprises over the past year shows that a number of them also come with potentially attractive valuations. Why earnings surprises matter The investment case for earnings surprises isn’t...

re. Small Cap Report (13 May) - QPP, ZYT, JLF, BQE, JPR, TET

Marky — Tue, 14 May 2013 22:55:50 +0100

Marky posted:
Paul, "It strikes me that the hype amp; the reality with QPP are poles apart - they talk about £500m turnover from the RAC, but so far it's only been a £4m trial. And the £500m relates to total claims value, not what QPP would receive." Seriously? Here are the relevant bits from the RNS, they relate 2 totally distinct services. The RAC outsourcing agreement: Quindell has agreed to enter into a 5 year contract with RAC for a combination of Quindell's market leading software, consultancy and technology enabled outsourcing services....

Note on Braemar Shipping Services by HarryJM

HarryJM — Tue, 14 May 2013 21:23:43 +0100

HarryJM -:
Possible value play: lowish P/E, net cash, good yield but bad P/B

re. Small Cap Report (13 May) - QPP, ZYT, JLF, BQE, JPR, TET

intuitive6191 — Tue, 14 May 2013 15:25:31 +0100

intuitive6191 posted:
There is a broadly positive report on Interactive Investor about Quindell http://www.iii.co.uk/articles/92434/should-i-buy-shares-quindell-portfolio I personally have some reservations about the integration of all their acquisitions. In my view it will be difficult to get all these operations working together efficiently in the necessary timescale.