Stockopedia

Good morning from Paul amp; Graham! Explanatory notes - A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals, not trying to predict market sentiment. Читать дальше...

Summary Pros: Croda has a long track record of innovation and high-margin growthOpportunity to buy a proven quality compounder after a sharp sell offBusiness benefits from broad exposure to market sectors such as beauty and crop protection, which are expected to have long-term growth potential Cons: Three profit warnings in 12 months suggest a possible failure of financial guidanceAny failure to rebuild margins could trigger a further de-ratingCroda may be at some risk of losing volumes to competitors... Читать дальше...

Good morning from Paul amp; Graham! Explanatory notes - A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals, not trying to predict market sentiment. Читать дальше...

Welcome to Momentum Monday. Sentiment continues to be strong globally with market keen on equities in a way that sees at record highs (or close to) in a number of areas. It's great because we don't have to do much to make money at minute. Ok say enjoy the good times while they are here. Interesting links Weekend Watchlist run in conjunction with Shares for Beginners to a look at AX1 Accent Group Listen here to the replayThere was a YouTuber, Brent Coleman who showcased Stockopedia in a recent video.Have... Читать дальше...

Good morning, just Paul today! I'll leave it there for the day and the week. Have a lovely weekend, and don't miss my next thrilling podcast instalment this Sat or Sun :-) Last call for Mello Chiswick, which is next week! The schedule of excellent speakers has gone live now. It's great for meeting amp; socialising with other investors too, and you get to meet management at Warpaint London (LON:W7L) - I think they deserve a beer or two from happy shareholders! Explanatory notes - A quick reminder that we don’t recommend any stocks. Читать дальше...

When I wrote about Three small cap SuperStocks worthy of further research last year, a subscriber, sevenccc, responded by saying: …there is one big but for all 3 from my perspective. Low Operating Margins. Does this not concern you? To me this largely invalidates the Quality scores, which are all 80+. Is that unfair? This thoughtful comment has stayed with me. Are low operating margins a sign of a poor business to be ignored, or is that already in the price and then some? The good news is I’ve now been able to test this empirically. Читать дальше...

Good morning, just Paul today! Last call for Mello Chiswick, which is next week! The schedule of excellent speakers has gone live now. It's great for meeting amp; socialising with other investors too, and you get to meet management at Warpaint London (LON:W7L) - I think they deserve a beer or two from happy shareholders! Explanatory notes - A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you.

Good morning from Paul amp; Graham! Explanatory notes - A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals, not trying to predict market sentiment. Читать дальше...

Good morning from Paul amp; Graham! Explanatory notes - A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals, not trying to predict market sentiment. Читать дальше...

Accent (ASX:AX1) primarily sells shoes. They are both a distributor and a retailer. They have 888 sales outlets, including 853 physical stores and 35 online sites. The store network includes both multi-brand retail formats and focused stores. Source: Accent,1H FY24 Results presentation, 23/2/24 In addition to the retail stores they have a wholesale operation whereby they distribute a wide range of global footwear brands to other retailers. They also have some apparel brands that they sell at retail... Читать дальше...