Monthly Archives: March 2013

OCDO up 20%

Well well well. I wrote recently about OCDO. No self-respecting value investor would buy into these shares – which no doubt explains why OCDO is one of the most heavily shorted stocks in the market. It is also shorted by … Continue reading

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VLX – strong bounce off support

Electrical and electronic cable assemblies produced VLX (Volex) saw its share price rise 6.6%. Today, CEO Ray Walsh notified that he bought £31k worth of shares, bringing the total directors buys in the YTD to £160k. VLX has a yield … Continue reading

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BLVN – ahead on the day

Footsie is down nearly 1% today as at writing, and FTSE 250 down 0.5%. BLVN has been trading negatively this morning, but has managed to make it into positive trading as at writing. Let’s take a look at the 5-year … Continue reading

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TCG – market takes off

TCG (Thomas Cook) issued a trading update today. Some bullet-point notes: further cost reductions identified better working capital management UK Turnaround on track Non-core disposals expected to realise £100m – £150m It notes its outlook as: Following the positive trends … Continue reading

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FCCN – messy results

FCCN (French Connection) is on every value investors radar, it’s a net-net, so it is a fascinating company to watch. It released its preliminary results for y/e 31-Jan-2013 today. Prior to market opening, FCCN has a market cap of £23.5m, … Continue reading

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TCG – perfect bounce off the trendline

More playing with technical analysis – yet one more thing I know nothing about. Don’t take what I say seriously. TCG (Thomas Cook Group) – it was amazing to see this bounce almost perfectly off its trendline a few days … Continue reading

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THT – Thorntons due for a rest?

THT (Thorntons) down 0.8% today. Overbought perhaps, and due for a pullback to the 42p – 52p range? Or are we seeing a wonky pennant developing late March, early April? 58.62p

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OCDO – a curious case

Online grocers OCDO (Ocado) is up 61% YTD, defying everyone who thought it was way overvalued. Analysts expect revenue growth to continue, with the company making it to profit for y/e/ 30-Nov-2013, and revenues of £890m expected for y/e 30-Nov-2014. … Continue reading

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Dividend increasers

An interesting jump-off point for research is the companies that have increased their dividends year-upon-year. As usual, the list doesn’t adjust for splits, and the special-dividend payers are likely excluded. You will also need to perform checks on the duration … Continue reading

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BLVN – excellent IMS

A little over a week ago I said that oilie BLVN (Bowleven) looked good value. Today it issued an IM-5 Preliminary Volumetrics Update stating the following: IM-5 well, Block MLHP-7, Etinde Permit, Cameroon Following assessment of the IM-5 well data, … Continue reading

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