Having interviewed star fund manager Gervais Williams twice in a week, and noted how his homework on K3 Business Technology (KBT) ties in well with our very own James Faulkner, it seemed churlish not to look at the technical position of this stock and a couple of other small is beautiful situations. All of this…
IQE (IQE) has been through a tough time of late, with industry de-stocking putting a major dint in its performance. But all that now looks to be behind the supplier of advanced wafer products and wafer services, which announced a very upbeat trading statement this week. The shares are now back where they were at…
TO LISTEN TO THE INTERVIEW ON AUDIOBOOM CLICK THE PLAY BUTTON ABOVE
It would appear that all eyes in the financial markets will be on Europe over the next week, with the combination of the ECB’s €1.1 trillion stimulus to get deflation out of the system, and the result of the Greek general election. The timing of the two events seems to be more than just destiny.…
Sprue Aegis (SPRP), one of my small cap stocks for 2015, has started the year by announcing that profits for 2014 will be ahead of expectations. The home safety products specialist said on Monday that after another strong year of record sales, it now expects results for the year to be ahead of market expectations…
The Markets UK job growth slowed over the three months to November, with a net movement of 58,000 people into employment, taking the unemployment rate to 5.8%. This was the slowest rate of improvement since mid 2013, with analysts suggesting that the European slowdown and uncertainty surrounding the General Election may be eating into firms’…
Economic analysis by Filipe R. Costa We are imminently expecting the very big decision from the ECB on asset purchasing. This could to put a stop to the deflationary spiral the Eurozone is in and give a desperately needed boost to growth and employment. Six years into the financial crisis and Europe has still not…
by Frederik Vanhaverbeke In the latest of a new series for SBM Frederik Vanhaverbeke, author of Excess Returns: A comparative study of the methods of the world’s greatest investors, looks at how some of the world’s greatest investors are so successful. The biggest mistakes I’ve made over the years have nearly always been in companies…
Specialty pharmaceuticals firm Clinigen (CLIN) is a stock I have covered here from time to time, and in fact it was one of my tips for the second half of 2014, during which time they put in a solid performance. In a half-year update for the six months ended 31st December 2014, Clinigen said performance…
FTSE 100 Unilever (ULVR) – net profits up by 5% at €5.5 billion in the year to December. Petrofac (PFC) – has received an award notification for the first phase of Kuwait Oil Company’s Lower Fars heavy oil development programme, with Greece based Consolidated Contractors Company as its partner, with a total project value of…
