Monthly Archives: October 2015

PSON – not much of a showing there

PSON (Pearson) is a publishing company specialising in the educational sector. It also owned the FT, which was sold off in July to Nikkei fo £844m. PSON’s shares plunged 10.6% on 21-Oct-2015, from 1188p to 998.5p on release of its … Continue reading

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DIA – Strategic review and trading update

The stock market is proving to be a minefield today. DIA (Dialight) released a strategic review and trading update today, sending the shares down 15%. I thought DIA was supposed to be a great growth company, so why would they … Continue reading

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AMO, CHG, UTW

AMO (Amino Tech) is down 26.3%. It issued a trading update stating “The Company now expects to report a second half shortfall in revenue”. AMO is a company that crossed my radar recently, as it has a high Stockopedia (http://www.stockopedia.com/) … Continue reading

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ACSO – declining ROCE

ACSO makes queuing systems for theme parks. As at 15-Sep-2015, Paul Scott noted that he had a long position in the company (http://www.stockopedia.com/content/small-cap-value-report-15-sep-2015-acso-snty-hydg-106480/). There was important news that they won a major contract with the theme park operator MERL (Merlin … Continue reading

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LTBH, or not?

Should you actively manage your portfolio, or not? This is a question I paused to consider earlier today when I saw that a company that I admired, DPLM, started appearing on my radar again. I had owned it previously, and … Continue reading

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S32 – happy(ish) to hold

My punts in resources have been far from happy affairs. For example, having bought LMI (Lonmin) on a downtrend, I held on and finally capitulated with everyone else. I suspect that the bottom has now been put in for it. … Continue reading

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A tale of two momentums: HOME and DEB

HOME (Home Retail Group) and DEB (Debenhams) are two high street retailers. Both released their results recently: HOME yesterday, and DEB today. Both are large, boring, companies. Their market action is interesting to watch, though. HOME had a Stockopedia M … Continue reading

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