Edmond Jackson
Edmond Jackson is a mainly long-term investor in small to mid cap UK equities. He writes publicly in order to further explore and test his ideas and to facilitate access to company managers and City professionals. He is an economics and politics graduate of London University and holds the Investment Management Certificate.
- Rising diamond prices to help Petra shine
Edmond Jackson
18.11.09
Edmond Jackson says the strengthening in rough diamond supports the top-down and bottom-up views he expressed in Petra Diamonds back in October. There could be more growth ahead.
- Not too late for Salamander success
Edmond Jackson
16.11.09
Just because shares in exploration firm Salamander Energy have risen, don't necessarily think you've missed the boat, says Edmond Jackson. Its risks are still on the upside, he feels, creating potential buying opportunities.
- Fenner shows virtue in being contrarian
Edmond Jackson
12.11.09
Shares in industrial engineer Fenner have soared since April, underscoring the virtue in being contrarian, says Edmond Jackson. If operating results show the top line is stable, the risk remains on the upside.
- Re-rating leaves Man Group well set
Edmond Jackson
09.11.09
A prompt re-rating for alternative investment provider Man Group has much to do with a turnaround in investor sentiment, says Edmond Jackson. Having highlighted its value back in April, it also underlines the virtue of patience to ride out a crisis he says.
- Never mind the margin - watch the wives
Edmond Jackson
05.11.09
After releasing positive financial results IT group Sanderson could be an attractive risk/reward share for your Portfolio, says Edmond Jackson.
- Can Taylor Wimpey's rise go on?
Edmond Jackson
04.11.09
Housebuilder Taylor Wimpey reported an encouraging performance in turbulent times. But, our resident stock-picker Edmond Jackson asks, are results sustainable?
- Podcast: C of E's strategy without virtue
Edmond Jackson
03.11.09
With the Church of England's equity-oriented pensions strategy today being derided as 'reckless' by financial advisers, where does this leave individuals who look mainly to shares, in order to maximise long-term return from savings?
- Here's Lookers at you, kid
Edmond Jackson
02.11.09
UK motor dealer Lookers is a useful example of a 'cyclical' company, says Edmond Jackson. But with consumer confidence now returning how should we regard cyclicals such as Lookers right now and for the longer term?
- More than hope on show at Aminex
Edmond Jackson
30.10.09
Oil and gas explorer Aminex's circa 50% premium may suggest some hope is valued in, says Edmond Jackson. However, if potential is realised, the firm's current price offers safety for investors willing to take a chance.
- Resilient Scott Wilson on the up
Edmond Jackson
29.10.09
A resilient pre-close statement from property and business services firm Scott Wilson Group has led Edmond Jackson to target 150p or higher in the medium term for its shares - if the group's markets do not deteriorate.
- Lessons to learn at RAB Special Situations
Edmond Jackson
27.10.09
Funds investors and stockpickers should find plenty of pertinent issues in today's announcement from RAB Special Situations Company on its investment policy, says Edmond Jackson.
- Is the correction around the corner?
Edmond Jackson
26.10.09
Edmond Jackson reacts to today's news that investors feel more confident than at any time in the last three years by wondering if there is a moment of truth by way of a correction around the corner.
- Patience a virtue with Scott Wilson
Edmond Jackson
26.10.09
Scott Wilson Group has been a volatile share, a cyclical firm suffering a backlash. But Edmond Jackson says the risk/reward profile is still attractive - if you've got the patience.
- GKP holds the key to unlocking potential
Edmond Jackson
22.10.09
Gulf Keystone Petroleum offers good potential for long and short positions says Edmond Jackson as the exploration firm announces an "outstanding" discovery in Iraq. It all depends on how events unfold, he says.
- Building blocks of recovery
Edmond Jackson
19.10.09
On a long-term view, house builders such as Taylor Wimpey and Barratt Development should have further upside, says Edmond Jackson. But let's see more evidence before we get carried away, he says.
- Hope springs eternal at Tullow
Edmond Jackson
15.10.09
Tullow's prospects justifiably make it distinguished among oil & gas shares, says Edmond Jackson. Despite a muted response to its latest drilling results, it's likely to attract plenty of interest.
- Tornado discovery buoys Dana and Faroe
Edmond Jackson
14.10.09
Oil producers Dana Petroleum and Faroe Petroleum were boosted today by news of a key discovery in the Tornado prospect. Edmond Jackson talks through what it means for investors.
- Petropavlovsk one for the gold rush
Edmond Jackson
13.10.09
Edmond Jackson has tipped it before and even though it's changed name, Petropavlovsk - formerly Peter Hambro Mining - is well placed to benefit from the gold run. So, watch for another buying opportunity, amid the shares' volatility, he says.
- Michael Page teaches a valuable lesson
Edmond Jackson
07.10.09
Following Michael Page's third-quarter update, Edmond Jackson takes a look at the firm and says, having been overpriced for a while, it's a lesson in taking care with valuations on shares you hold.
- Snapshot of Jessops shows caution
Edmond Jackson
05.10.09
With a restructuring now in place to save it from insolvency, camera retailer Jessops can be viewed as an illustrative option for the open minded investor, says Edmond Jackson.
- Petra is no diamond dog
Edmond Jackson
01.10.09
If the economics of the diamond industry remain supportive, Edmond Jackson says Petra Diamond's long-term development and takeover potential could be set to come to the fore.
- Finding a pearl in Western Canadian Coal
Edmond Jackson
30.09.09
Our resident stockpicker Edmond Jackson offers his views in his latest podcast on today's bullish AGM statement from Western Canadian Coal.
- Golden growth for Albemarle
Edmond Jackson
28.09.09
Pawnbroking has boomed in the recession, with Albemarle & Bond posting very healthy full-year figures. By adding gold-buying to its stores and positioned for a recovery in consumer jewellery spending, Edmond Jackson says it's in growth mode.
- Podcast: Edmond Jackson on Corac Group
Edmond Jackson
28.09.09
Shares in Corac plunged in immediate response to the firm's interims today. Our resident stockpicker Edmond Jackson looks at the prospects from here...
- Podcast: Edmond Jackson on Regal Petroleum
Edmond Jackson
24.09.09
Listen to Edmond Jackson's response to Regal Petroleum's shareprice jump on the back of on operational update. Beware volatility, he says, but further interest should be attracted.
- Podcast: Edmond Jackson on GCM Resources
Edmond Jackson
21.09.09
Our resident stockpicker Edmond Jackson sifts through the latest news from exploration firm GCM Resources, where he sees an interesting risk/reward profile.
- Podcast: Edmond Jackson on Raymarine
Edmond Jackson
21.09.09
If this developer of boat navigation electronics can get through a sticky patch, Edmond Jackson says shares could rocket. Alternatively, Raymarine could sink.
- Use your Imagination for growth
Edmond Jackson
21.09.09
Shares in this multimedia hardware licensing firm reflect much of the company's potential, says Edmond Jackson. If you can stomach a rocky ride, long-term investors could opt for Imagination Technologies Group, he says.
- Regal has gas in the tank
Edmond Jackson
14.09.09
A volatile history this oil and gas explorer may have, says Edmond Jackson, but Regal Petroleum has plenty of gas left in the tank to launch a successful delivery phase.
- Northgate could push hire and hire
Edmond Jackson
07.09.09
Standard Life Investments' upping of its holding in hire group Northgate has made Edmond Jackson stand up and take note. He believes reducing debt is achievable and it could be primed for the recovery.
- Ride out volatility at Dana
Edmond Jackson
01.09.09
Although he dismisses current bid talk, Edmond Jackson says a solid debt profile and diversification of wells could help Dana Petroleum prosper as oil prices steady.
- Dig deep for Faroe Petroleum
Edmond Jackson
24.08.09
Oil exploration firm Faroe Petroleum's portfolio is full of substantive prospects, says Edmond Jackson. With a bit of luck at the drill bit, it currently looks nicely poised.
- Raymarine is steadying the ship
Edmond Jackson
19.08.09
As the subject of a potential bidding war, this developer of boat navigation electronics could further its strong competitive advantage and prove ripe for shareholder picking, says Edmond Jackson.
- Go Tribal for growth
Edmond Jackson
17.08.09
If it can ride out the medium-term uncertainty, shares in this public sector support and services firm could be set for a welcome bounce, says Edmond Jackson.
- Hold on to Harvey Nash for recovery
Edmond Jackson
13.08.09
IT recruitment firm Harvey Nash Group is worth a look as a recovery share, says Edmond Jackson. However, he adds, there is an art in picking an industry leader and be patient.
- Find Sanderson on your radar
Edmond Jackson
06.08.09
Sanderson Group, an IT firm specialising in the retail and manufacturing sectors, seems to have fallen off the City's radar. But Edmond Jackson says there's an attractive risk/reward profile.
- Tell-tale signs of promise at Western Canadian
Edmond Jackson
30.07.09
Shares at Western Canadian Coal have been a roller coaster, says Edmond Jackson, but signs of new development opportunities being identified offer hope for long-term investors.
- Peter Hambro is a special situation
Edmond Jackson
23.07.09
Over ambitious production targets have been abated at miner Peter Hambro, says Edmond Jackson. If gold remains strong, there's plenty here for investors to get excited about.
- Alphameric to up the ante
Edmond Jackson
16.07.09
Objectivity over the prospects for Alphameric, an IT solution provider for bookmakers, is key says Edmond Jackson. If growth can be demonstrated, shares are set to rise.
- Meldex on the ropes, but fighting back
Edmond Jackson
10.07.09
Pharmaceutical materials technology firm Meldex International is fighting back with a successful restructuring following director irregularities.
- Keep it simple with Parkmead
Edmond Jackson
09.07.09
Oil and gas merchant bank Parkmead Group finds promising ventures and looks to develop value. It's a simple strategy and one that could apply to its own shares, says Edmond Jackson.
- Steady platform for success at Tanfield
Edmond Jackson
08.07.09
Director faith and a favourable risk/reward profile are reasons to embrace the roller coaster ride in powered access platform developer Tanfield Group, says Edmond Jackson.
- Go for growth with Petrofac
Edmond Jackson
02.07.09
Facilities solutions firm Petrofac is currently viewed as a cyclical by the market, but Edmond Jackson says, with no signs of a slowdown, it could be a growth share.
- No defence for caution on Chemring
Edmond Jackson
25.06.09
Despite an excellent six-month performance, the market is still low in its pricing of defence materials group Chemring. Edmond Jackson asks, is the market being over-cautious?
- Cyclical Scott Wilson to return to favour
Edmond Jackson
18.06.09
Despite heavy focus on state-funded projects, there's ample headroom for growth at design and engineering consultants Scott Wilson Group, says Edmond Jackson.
- Hard-hit Bateman to turnaround
Edmond Jackson
11.06.09
Oil turnkey and EPC solutions provider Bateman Litwin has been battered by the downturn, but new management could prove the turning point, says Edmond Jackson.
- Shoots of optimism at William Sinclair
Edmond Jackson
04.06.09
William Sinclair Holdings is the only play left on gardening lucre, says Edmond Jackson. The horticultural products firm's commercial progress is key to success, he says.
- Downturn can't hold back Albemarle
Edmond Jackson
28.05.09
In a recession, alertness to value and change can still be profitable, says Edmond Jackson. Albemarle & Bond's recent trading update suggests it could be one to succeed.
- Sweeter times ahead for Tate & Lyle?
Edmond Jackson
20.05.09
Shares in maize refiner Tate & Lyle have had their short-term growth potential questioned, but Edmond Jackson believes its current rating is too mean and makes it a long-term prospect.
- New leadership to turn Southern Cross around
Edmond Jackson
18.05.09
A UK market leader in care homes, Southern Cross Healthcare's new management could deliver on revenue and margins growth, says Edmond Jackson. If the forecasts are realistic, there's scope for a re-rating, he says.
- Taylor Wimpey's house still in order
Edmond Jackson
13.05.09
Housebuilder Taylor Wimpey's recent cash call and improved debt facilities could mark the turning of a corner, says Edmond Jackson. Don't be put off by the re-rating, he adds.
- Get in tune with Cello
Edmond Jackson
07.05.09
Market services firm Cello Group is the victim of a classic swing in sentiment, says Edmond Jackson, but management's preparation for the recession should stand it in good stead.
- "Return to go" with Meldex
Edmond Jackson
30.04.09
Shareholders of Meldex International have been put through the wringer with plenty of drama, says Edmond Jackson, but persistence could pay off.
- Juggling ups and downs at Barclays
Edmond Jackson
23.04.09
Barclays could be set to prosper internationally - if it can overcome medium-term challenges, says Edmond Jackson. Shareholders could win if they can stomach the risks.
- Recovery around the corner for Fenner
Edmond Jackson
19.04.09
Industrial engineering group Fenner has seen its shares plummet, but Edmond Jackson says the recent stabilisation could lead to a full-blown recovery...
- Get on board roller-coaster RAB
Edmond Jackson
16.04.09
There's been plenty of ups and downs with RAB Capital, says Edmond Jackson, but a handsome risk/reward profile could mark a bright future.
- Be prepared for Corac's defining year
Edmond Jackson
09.04.09
Engineering firm Corac has a lot riding on its latest offering, says Edmond Jackson. But there is more than just this to a company that could progress in an extended recession.
- Look to Man as an "alternative"
Edmond Jackson
01.04.09
Facing up to the risk involved in Man Group's shares is key, says Edmond Jackson. But it is an industry leader with a board that has plenty of belief in its value.
- Speculating on semiconductors
Edmond Jackson
26.03.09
After an industry wide slump last year, it may not seem the right time to speculate on semiconductors, but Edmond Jackson thinks the IQE is at an interesting stage.
- Pawning your way to profit
Edmond Jackson
23.03.09
After 17 years of uninterrupted growth, pawnbroker Albemarle & Bond should reward investors in a recession.
- GCM in last chance saloon
Edmond Jackson
18.03.09
Global Coal Management has always been a rollercoaster ride, but the election of a new Government in Bangladesh gives it one more chance to get its Phulbari coal project off the ground
- Tullow oils the wheels of recovery
Edmond Jackson
12.03.09
Although you can't second guess oil prices in the short-term, oil is an essential commodity and FTSE 100 E&P company Tullow Oil is discovering more and more of it.
- Profiting from insolvency
Edmond Jackson
06.03.09
Why is the price of the perfect recession share, an insolvency practice, so volatile? Edmond Jackson has the answer, and at the current price, he thinks Begbies Traynor is attractive.
- BAE's £2.6bn confidence booster
Edmond Jackson
27.02.09
Although growth at BAE is likely to slow, Europe's largest defence contractor is a dependable stock in an undependable market, says Edmond Jackson.
- Rolls-Royce, a share for hard times
Edmond Jackson
20.02.09
A flat outlook for profits may not sound enticing, but look deep into Rolls Royce's annual report and there's good reason for confidence, says Edmond Jackson.
- QinetiQ shares lack energy
Edmond Jackson
18.02.09
Defence is a traditional safe haven, but investors need reassuring that QinetiQ will grow in recession. Since the shares trade at a 30% discount to the sector, fears may be priced in.
- Centamin Egypt's gold prospect
Edmond Jackson
13.02.09
While there is an infinite supply of depreciating currency, gold reserves are finite. Centamin Egypt is likely to profit as investors herd into hard assets, says Edmond Jackson.
- Helical to exploit property opportunity
Edmond Jackson
06.02.09
Commercial property is out of favour, yet Helical Bar managed to raise £27m for expansion. This reflects confidence in Helical's management, says Edmond Jackson.
- Printing.com is small business survivor
Edmond Jackson
28.01.09
Managers at Printing.com must decide whether to maintain its dividend, yielding 11%, or save cash to buy up struggling printers. Either way, investors should win in the long-run.
- Costain to prosper in recession
Edmond Jackson
23.01.09
With its blue-chip clientele, engineering group Costain should weather the recession well. The shares look good for the long-term, says Edmond Jackson.
- Barclays unbowed
Edmond Jackson
21.01.09
It may seem perverse to consider shares in banks as their prices melt down, but perversity can be a winning trait in the stockmarket, says Edmond Jackson.
- Taylor Wimpey, where speculators dare
Edmond Jackson
15.01.09
If you like to buy when the news is dire, it's surely a good time to look at Taylor Wimpey. If banks prove supportive, it could be a sensational recovery play. But risks abound...
- Momentum returns at Monterrico Metals
Edmond Jackson
08.01.09
A recovery in mining shares indicates that falling prices overshot last year, says Edmond Jackson, and developments in Peru have speculators re-tuning their perceptions of the copper miner.
- Five contrarian picks for 2009
Edmond Jackson
31.12.08
Edmond Jackson shares his five best contrarian ideas for 2009. From giant advertising groups to small coal miners, he's betting the economy won't get much worse.
- Corac plunge reveals upside
Edmond Jackson
22.12.08
Delays in commercialising its gas field compressor technology have hit Corac's share price hard. But Edmond Jackson believes there might be substance, as well as hope, in Corac's business.
- Our stock picks, one year on
Edmond Jackson
18.12.08
At the end of 2007, stockpicker Edmond Jackson picked five special situations for 2008. It's been a difficult year...
- Vodafone for the defensive
Edmond Jackson
12.12.08
If developing countries prove resilient, Vodafone promises modest returns, a solid dividend, and relatively low risk. That's an attractive package for the conservative investor.
- Confident Harvey Nash is undervalued
Edmond Jackson
08.12.08
Unlike other recruiters, Harvey Nash seems to be growing through the downturn. But despite all the good news, the price keeps falling - it could spell opportunity.
- Cookson so cheap it's mouth-watering
Edmond Jackson
28.11.08
Depending on how it does this year, Cookson could be on a price-earnings multiple of two or lower. Surely that's too cheap, says Edmond Jackson. The directors seem to think so.
- Gold miner to dig itself out of trouble
Edmond Jackson
26.11.08
A perfect storm of falling gold prices, wariness about Russia, operational delays, and uncertainty about reserves has driven Peter Hambro's shares down. When it blows out, speculators could profit.
- Taste the difference
Edmond Jackson
21.11.08
Sainsbury's is in as a good a position as the other supermarkets to profit from recession and recovery, says Edmond Jackson, yet investors are more cautious. It could be an opportunity.
- Fortune's fortune tied up with China
Edmond Jackson
12.11.08
Fortune Oil is ideally placed to profit from growth in China, says Edmond Jackson. The problem is, investors are wondering whether China can avoid a damaging recession of its own.
- Directors back Premier Foods recovery
Edmond Jackson
09.11.08
Heavy buying by directors, and bullish outlook statements seem to be tempting recovery investors back to indebted Premier Food, says Edmond Jackson.
- Braving the recession with Dignity
Edmond Jackson
30.10.08
As Britain's only listed funeral services group, Dignity is in a unique and relatively stable position. Morbid though it seems, demand for funerals is likely to remain.
- Glaxo a winner from the top down
Edmond Jackson
29.10.08
Big pharma is more ethical than other defensive stocks, says Edmond Jackson and, because of its size, GlaxoSmithKline should be able to profit from other firms' weakness.
- Buy Petroleum, despite low oil prices
Edmond Jackson
24.10.08
Oil prices have halved, so why look at BP now? Oil prices are unlikely to remain low, says Edmond Jackson, and BP's a blue chip with a reliable dividend, going cheap.
- Wetherspoon to buck recession
Edmond Jackson
21.10.08
If recession drives us to drink, we'll probably be doing it in a Wetherspoon pub. The drinks are cheaper there, says Edmond Jackson, and the cash is flowing (as well as the booze).
- Tanfield is a potential 'multi-bagger'
Edmond Jackson
13.10.08
Despite a firm balance sheet and improving cash-flow, Tanfield may be undervalued. Edmond Jackson says they could recover strongly, once the impact of the credit crunch is known.
- Scott Wilson still engineering growth
Edmond Jackson
06.10.08
As with many cyclical companies, Scott Wilson's shares have more than halved. How cyclical is the engineering consultancy though? Edmond Jackson thinks fears may be overdone.
- Directors buying Ambrian falls
Edmond Jackson
29.09.08
Investment banking is a feast-famine business and it pays to trade shares at extremes of sentiment. Could that be now? Well-capitalised Ambrian's directors seem to think so.
- Not-so-cyclical Cape
Edmond Jackson
26.09.08
There's a whiff of cyclicality about Cape, says Edmond Jackson, which explains investors' caution. Its second-half performance and planned move to the main market might change their minds, though.
- Bet on Barclays to beat the crunch
Edmond Jackson
18.09.08
While all around it tumbles, Barclays appears to be on solid ground and actually expanding as it purchases part of Lehman Brothers. Edmond Jackson says it's worth closer inspection.
- Growth anticipated at Fiberweb
Edmond Jackson
12.09.08
It may be in the slightly unfashionable support services sector, but Fiberweb has an interesting risk/reward profile that warrants further investigation, says Edmond Jackson.
- Pipeline provider undervalued
Edmond Jackson
05.09.08
Bargain stocks don't necessarily cost pennies, says Edmond Jackson. Although it's priced near £11, oil services company Wellstream's growth potential makes it one to watch.
- Profits in the pipeline for SWP
Edmond Jackson
04.09.08
Edmond Jackson feels SWP Group is undervalued at £15m, but the growth prospects at recently acquired Ulva could still see it profit from a booming oil industry.
- Rentokil's recovery is a 'when' not an 'if'
Edmond Jackson
29.08.08
Four profit warnings aren't enough to put Edmond Jackson off Rentokil, despite a floundering share price. He has faith in the company's new managers, the same team that turned around ICI.
- Investors wrong to give up on Tribal
Edmond Jackson
26.08.08
Despite restructuring, investors have turned their backs on Tribal but Edmond Jackson says the company offers the modest capital growth they need.
- Value lies with Tullow
Edmond Jackson
18.08.08
Investors shouldn't fear the current retreat in oil prices, but see a chance to seize value in the stockmarket, says Edmond Jackson.
- Signs of intrinsic value
Edmond Jackson
11.08.08
Directors' buying is often put down to a PR stunt, but can be a sign of intrinsic value, says Edmond Jackson. AIM-listed API Group is a recovery and bid play, he believes.
- Protherics to hit back
Edmond Jackson
06.08.08
Pharma firm Protherics could be about to turn, as it needs only modest success to justify investment in creating shareholder value, says Edmond Jackson.
- Man of the moment
Edmond Jackson
04.08.08
Man Group ought to have a favourable risk/reward profile, says Edmond Jackson. It may not look as cheap as some of the banks but Man's earnings are higher quality, he says.
- Keeping track of Trafficmaster
Edmond Jackson
28.07.08
Navigation and tracking group Trafficmaster is a longer-term value play says Edmond Jackson. He's waiting with interest the first moves of its FD.
- European Nickel worth a dime
Edmond Jackson
18.07.08
Edmond Jackson thinks the savage de-rating of some commodity shares may be irrational. Volatility could be a boon for bolder investors in European Nickel.
- Betting on recovery at Southern Cross
Edmond Jackson
14.07.08
Investors have taken flight from Southern Cross, which runs care homes, but it could be a profitable turnaround for risk-tolerant investors if management can nurse its finances back to health.
- Go fishing with Raymarine
Edmond Jackson
11.07.08
Shares in Raymarine may be over-sold, says Edmond Jackson, meaning the company could already represent long-term value.
- MITIE looks good in the long term
Edmond Jackson
08.07.08
A non-executive director of MITIE has recently boosted his shareholdings in the firm, and Edmond Jackson says that following suit could prove fruitful in the long term.
- Tech de-rating is buying opportunity
Edmond Jackson
20.06.08
Investors may have had their fingers burned by a dramatic share price drop by technology firm XL TechGroup, but Edmond Jackson says now could be a good time to get in.
- Lights still on at Volex
Edmond Jackson
16.06.08
For investors who can see beyond the cyclical downturn in wireless infrastructure and rising commodity prices, Volex may be a cheap way to buy growth in Asia and Latin America.
- Mood change at Meldex
Edmond Jackson
11.06.08
Is the growth story at Meldex intact? Edmond Jackson thinks so, but long-term investors are frustrated by rampant speculation. They need reassurance about funding, he says.
- Coal boom boosts GCM
Edmond Jackson
06.06.08
Investors have gambled and some have lost on GCM and its start-up coal mining project in Bangladesh. But, says Edmond Jackson, the odds are improving, and so is the company.
- MPI to turn the Page
Edmond Jackson
30.05.08
It may have had a bad past year, but recruitment giant Michael Page may be more resilient than investors think. Edmond Jackson believes there is plenty of upside in the stock.
- Discoveries could transform Dana
Edmond Jackson
28.05.08
Edmond Jackson believes investors are underestimating Dana Petroleum even though its share price has nearly doubled in recent weeks on the back of high oil prices and new discoveries.
- Chloride's got the power
Edmond Jackson
17.05.08
It's odd to find businesses in as healthy a state as Chloride. With more bids likely to follow the Emerson Electric one, it's worth keeping an eye on.
- Banking on HSBC
Edmond Jackson
14.05.08
Are analysts being too cautious about HSBC? Edmond Jackson thinks they might be. The company's problems are mostly in the US but growth in Asia is helping it re-establish its earnings power.
- Profiting from rising coal prices
Edmond Jackson
09.05.08
Cambrian Mining could be the ideal special situation, says Edmond Jackson. It's cheap and is morphing into a producer just as coal prices are soaring.
- Shrewd investor buys Aberdeen
Edmond Jackson
06.05.08
Following institutional investors is not always a good idea but despite the credit crunch, Edmond Jackson believes Toscafund's interest in Aberdeen Asset Management is timely.
- Faroe staying close to home
Edmond Jackson
29.04.08
Expanding its reach to Norway's under-explored opportunities, Faroe Petroleum is set to profit from oil acreage close to home, says Edmond Jackson.
- Recovery on the cards at PartyGaming
Edmond Jackson
24.04.08
After online gaming companies were booted out of the US in 2006, the outlook was bleak. But Edmond Jackson can see the first signs of recovery in PartyGaming.
- Look at Taylor's assets, not its profits
Edmond Jackson
16.04.08
Edmond Jackson goes bottom fishing among house building shares and nets Taylor Wimpey. Uncertainty about profits has pummelled the shares, he says.
- Tanfield: Growth at a cheaper price
Edmond Jackson
11.04.08
Although Tanfield's share price has halved from its 204p peak, Edmond Jackson thinks the electric delivery vehicle company's growth story is intact.
- Steeled for risk with Monterrico
Edmond Jackson
03.04.08
Investors prepared for the risks involved with mining company Monterrico could be set for long-term profits, says Edmond Jackson.
- Glaxo to turn the tide
Edmond Jackson
26.03.08
GlaxoSmithKline's price may have declined sharply since the turn of the year, but Edmond Jackson sees Warren Buffett's involvement as positive for investors seeking a diversified portfolio.
- Nothing crude about Cairn
Edmond Jackson
19.03.08
Volatile share price, excellent liquidity and the prospect of good news from the Indian government makes Cairn an oil company worth watching, says Edmond Jackson.
- Scotty to get investors beaming
Edmond Jackson
10.03.08
Long-term investors in AIM-listed Scotty may have endured misery, but Edmond Jackson says it's shaping up as a classic recovery play.
- Steady growth just the job for Hays
Edmond Jackson
05.03.08
While the recruitment sector has suffered in recent months, Hays grew strongly in 2007. Edmond Jackson says a sound 2008 would revitalise the share price.
- Commercial momentum aids Bateman
Edmond Jackson
25.02.08
Since a plummet in share price, Bateman Litwin has been working hard to restore investor confidence. Its commercial momentum gives it a good chance, says Edmond Jackson.
- Go Tribal for profit
Edmond Jackson
20.02.08
Investors in Tribal Group remain cautious, but Edmond Jackson says now is an opportune time to take advantage of low financial risk and 'encouraging progress' at interims.
- Timing is key for Severfield
Edmond Jackson
18.02.08
Shares have plunged in Severfield-Rowen after a cautious 2008 outlook. Edmond Jackson sees a lot of promise, and the only consideration for investors is timing, rather than value.
- Can Southern Cross convince?
Edmond Jackson
11.02.08
Shares in Southern Cross have recovered after a recent plunge and if it can convince the market that its trading is robust and sustainable, investors could warm to it again, says Edmond Jackson.
- Keep Barclays in the frame
Edmond Jackson
01.02.08
Although the difficulty remains in investing successfully in banks, now is a good time to keep Barclays in mind ahead of its prelims, says Edmond Jackson.
- Chemring shows strong defence
Edmond Jackson
25.01.08
Chemring is well placed with a strong track record and product portfolio, says Edmond Jackson. It could provide a sound building block in your portfolio.
- Mine Altona for profit
Edmond Jackson
23.01.08
Highly capable management, good early-stage projects and a stable political environment all make Altona interesting to watch in the medium term, says Edmond Jackson.
- Asian angle boosts Ricardo
Edmond Jackson
18.01.08
In line with other cyclicals, the market has clobbered Ricardo. But growth in the Far East means the engineering company might be a special case, says Edmond Jackson.
- High risk Max could reward
Edmond Jackson
11.01.08
A new chief executive may well turn things around at Max Petroleum, and reward investors who can stomach its volatile share price. Edmond Jackson reports.
- L&G a solid defensive play
Edmond Jackson
04.01.08
Legal & General has been de-rated along with the rest of the financial sector, but it is a sound business with good growth prospects says Edmond Jackson.
- Five 'special situations' for 2008
Edmond Jackson
02.01.08
Five shares that look interesting on a 12-month view. Together they are a mix of 'growth' and 'recovery' stocks, with an attractive risk/reward profile.
- IQE to grow through downturn
Edmond Jackson
14.12.07
IQE, the microchip manufacturer, is shaping up for a good 2008 with growth prospects that should become sharper as it distances itself from worries about the economy, says Edmond Jackson.
- Be patient with Premier Foods
Edmond Jackson
11.12.07
Its share price has fallen sharply but Premier Foods could still be a contrarian buy for the patient investor, says Edmond Jackson.
- Nothing wrong with FDM
Edmond Jackson
30.11.07
FDM has a unique business model which has been delivering results ahead of forecasts. So, asks Edmond Jackson, why has the share price suffered a near-50% slump?
- Will the Rock sink RAB?
Edmond Jackson
28.11.07
RAB's special situations fund is now the largest shareholder in Northern Rock. But it doesn't necessarily spell trouble for the fund management firm, says Edmond Jackson.
- Uncertainty shouldn't stop BAE
Edmond Jackson
27.11.07
In otherwise uncertain times for companies, BAE's commercial momentum means it is looking forward to a jump in earnings next year, says Edmond Jackson.
- Eaglet brought down to earth
Edmond Jackson
14.11.07
Dissident investors are seeking control at Eaglet Investment Trust. Doubts about its holdings reveal insights about the wider market all investors can learn from, says Edmond Jackson.
- ISG versus the slowdown
Edmond Jackson
09.11.07
Record order books and international expansion are driving growth at ISG, but elsewhere, investors are fretting over the state of the economy.
- Lonrho's long comeback
Edmond Jackson
05.11.07
Lonrho is back on the acquisition trail and, despite what you might think about the conglomerate model, it can work, says Edmond Jackson.
- NSB: A good risk for the patient
Edmond Jackson
01.11.07
Edmond Jackson's looking at UK smaller companies doing business in the US. He says that if trading at NSB Retail Systems stays strong, investors selling out now will regret it later.
- Backing Bradford & Bingley
Edmond Jackson
26.10.07
Perhaps the greatest dilemma for contrarian investors now is whether bank shares offer value. Edmond Jackson thinks some do, but backing them means going against the City herd.
- Salamander's balanced oil play
Edmond Jackson
12.10.07
Interest is building again in oil, with companies valued on the assumption that oil prices are falling, when actually they're heading up. Salamander could be the next company to make it big.
- Empresaria down, but not out
Edmond Jackson
08.10.07
Recruitment stocks are down on fears the credit squeeze will affect business, and jobs. But there are many reasons to be positive in the long-term, says Edmond Jackson.
- Anglo Pacific on a high
Edmond Jackson
03.10.07
Tracking oil prices, coal-related shares are a more comfortable investment than consumer or financial stocks right now, says Edmond Jackson. Anglo Pacific is a case in point.
- Looking to L&G for total return
Edmond Jackson
28.09.07
Edmond Jackson sees double-digit total returns from Legal & General over the year. That may be enough to tempt investors concerned about a downturn in the economy and doubtful about riskier shares.
- Norseman is a golden opportunity
Edmond Jackson
21.09.07
When the financial system is under stress, investors often turn to gold. Edmond Jackson says if gold prices keep rising, the ideal play is a firm like Norseman Gold.
- A property firm with prospects
Edmond Jackson
14.09.07
Property shares have taken a pasting in recent months, but despite an element of speculation when assessing their potential, PHP's tenants set it apart, says Edmond Jackson.
- Trading Tullow
Edmond Jackson
06.09.07
Tullow Oil is likely to enter the FTSE 100 index shortly, and it has strong commercial momentum - a combination that could set up a profitable trading opportunity, says Edmond Jackson.
- Turning point at Alliance Pharma
Edmond Jackson
05.09.07
September's interims could be an inflection point for Alliance Pharma, says Edmond Jackson. Bad news and an uncertain future has beaten down the share price, but things might not be as bad as they look.
- Watching for weakness at WPP
Edmond Jackson
03.09.07
If investors in advertising giant WPP are as bullish as management, the shares will do well, says Edmond Jackson.
- Will Raymarine float your boat?
Edmond Jackson
24.08.07
Raymarine's share price has been all at sea recently, but does the share price of this yacht building and navigation equipment company now represent good value?
- Turmoil benefits RAB investors
Edmond Jackson
17.08.07
Volatility is a boon when harnessing emotions to your advantage. RAB Capital offers plenty, says Edmond Jackson.
- Is M&S' mauling over?
Edmond Jackson
10.08.07
Thanks to its spectacular recovery, shares in M&S got ahead of themselves, reports Edmond Jackson.
- Second chance for GCM
Edmond Jackson
08.08.07
Asia Energy shares collapsed, but the company, now GCM, could still end up mining Phulbari, says Edmond Jackson.
- Biffa to bounce back
Edmond Jackson
03.08.07
It is worth being alert for companies whose shares are taking a pounding. Edmond Jackson might have found one.
- Land Securities - down to earth
Edmond Jackson
27.07.07
In common with other property companies and Real Estate Investments Trusts, shares in Land Securities have fallen.
- Mmmm… Moneysupermarket.com
Edmond Jackson
20.07.07
Moneysupermarket's IPO shows that internet delivery has come of age, says Edmond Jackson.
- No train, no gain
Edmond Jackson
11.07.07
Training company Carter & Carter, knocked by interest rate hikes, is a good barometer of market sentiment, says Edmond Jackson.
- Big, unpopular Northern Rock
Edmond Jackson
05.07.07
Northern Rock is popular among mortgage holders, but Edmond Jackson thinks the market could be overreacting.
- Recovery at Cable & Wireless
Edmond Jackson
22.06.07
High-flying Cable & Wireless has recovered, says Edmond Jackson. Now it has to grow to justify its share price.
- Blacks, in the red
Edmond Jackson
13.06.07
Are the supermarkets squeezing out Blacks? Edmond Jackson says it's tricky to weigh risks against the potential rewards.
- Don't write off Glaxo
Edmond Jackson
08.06.07
Treating human health is permanent, so a share like Glaxo makes a good core holding, says Edmond Jackson.
- Attractive PLUS worth watching
Edmond Jackson
31.05.07
PLUS Markets Group is a small but interesting rival to the London Stock Exchange, explains Edmond Jackson.
- The trend is Capita's friend
Edmond Jackson
25.05.07
If the old stockmarket adage 'the trend is your friend' is true, then it's doubly true of big companies, says Edmond Jackson.
- Is Torotrak changing gear?
Edmond Jackson
17.05.07
Investors won't give up on a vehicle transmission system that's shown promise, but not profit.
- Finding value in Vodafone
Edmond Jackson
11.05.07
Vodafone looks undervalued, but competitors and regulators are squeezing it. It's worth watching, says Edmond Jackson.
- Watermark claws its way back
Edmond Jackson
04.05.07
Can Watermark mount a comeback? Edmond Jackson thinks the airline services company is a restructuring worth watching. It's taken the first steps towards raising margins and resolving debt.
- Galloping Grid is unlikely to slow
Edmond Jackson
26.04.07
Conventional wisdom says 'elephants don't gallop', but occasional blue chip companies combine growth and reliability, all at a reasonable price. National Grid may be one of them, suggests Edmond Jackson.
- Egypt deal may revive Dana Petroleum
Edmond Jackson
19.04.07
Investors have been tough on Dana over the last year. High risk/reward wells in Mauritania and Kenya didn't come through as expected, but price weakness may be an opportunity.
- Confident compost manufacturer
Edmond Jackson
18.04.07
Despite its rising share price, William Sinclair's chief executive keeps on buying shares. A sign of a successful turnaround in the making?
- Speculating on Sainsbury's
Edmond Jackson
13.04.07
Edmond Jackson applies his three rules for speculating on bids situations to Sainsbury's. Now private equity companies have failed to buy, he's inclined to let the shares find a new level.
- Progress at BioProgress
Edmond Jackson
05.04.07
Is BioProgress about to deliver at last? Since autumn its price has been range-bound, but that could all change if it breaks into profit when results are announced in April.
- Re-grading ITV
Edmond Jackson
04.04.07
It looks as though initiatives at ITV may be starting to pay-off, but the City hasn't noticed. The key area for new executive chairman, Michael Grade, is advertising.
- New boss could revive NSB
Edmond Jackson
30.03.07
NSB Retail has frustrated investors for years, but Edmond Jackson expects it to recover. The catalyst might be a new CEO: the old one's stood down and there's a temp in place.
- Trading British Energy's fortunes
Edmond Jackson
23.03.07
British Energy is a trend follower's share says Edmond Jackson. When a company is difficult to value, it's comforting to be in the company of other investors thinking alike.
- What went wrong at Photo-Me
Edmond Jackson
15.03.07
There may be trading profits in Photo-Me's steady decline, but even conservative investors will find value in the story - if only from the lessons learned.
- Banking on Ambrian
Edmond Jackson
09.03.07
Market shakeouts reveal companies with such strong stories their prices remain solid. Ambrian Capital may be one, says Edmond Jackson.
- Second chance for Torotrak
Edmond Jackson
01.03.07
Torotrak, inventor of Infinitely Variable Transmission, has given investors a rollercoaster ride. But rollercoasters can be profitable too, if you know how to ride them, explains Edmond Jackson.
- Don't PEG your hopes on growth at ACE
Edmond Jackson
16.02.07
Edmond Jackson highlights the pitfalls of growth-company investing by looking at two replacement car operations: Accident Exchange and Helphire. They're still on his watchlist though.
- Climate Exchange grips imagination
Edmond Jackson
09.02.07
When a company with no profit record quadruples in price - it's speculation, not investment, says Edmond Jackson. But if you can face the risk, you can play it right up until the 'moment of truth'.
- Taking on Torex
Edmond Jackson
02.02.07
A specialist has parachuted in to turnaround suspended Torex Retail, but should investors take it on? Edmond Jackson discusses how to trade the company, if the opportunity arises.
- Big, unpopular BP
Edmond Jackson
19.01.07
Edmond Jackson puts his contrarian hat on to weigh up BP. A dip in a company's fortunes can be a buying opportunity if you have good reason to believe it's temporary.
- How long will Detica be dependable?
Edmond Jackson
12.01.07
Growth company investors have been amply rewarded by Detica, but for how long can it go on ramping up profits? Long enough, says Edmond Jackson, to warrant watching.
- Make or break for Kenyan oil prospect
Edmond Jackson
05.01.07
Global Petroleum and Dana are poised to profit should the Pomboo No 1 deepwater oil exploration well come good this month. Edmond Jackson looks for the right time to buy in and enjoy the ride.
- Glaxo sell-off explained
Edmond Jackson
15.12.06
Why have GlaxoSmithKline's shares fallen despite excellent third quarter results? Even blue-chip shares are affected by short-term sentiment, says Edmond Jackson.
- Regus: housing small business
Edmond Jackson
08.12.06
Regus has recovered from a post-dotcom collapse when offices were suddenly no longer in demand. Now though, explains Edmund Jackson, it is growing fast as it provides the offices that smaller businesses need.
- Dividends key to Drax valuation
Edmond Jackson
01.12.06
Edmond Jackson advocates balancing a portfolio of smaller companies with carefully selected FTSE 100 companies like Drax, which offers reassurance in the form of predictable earnings, and dividends.
- There's value in Northgate
Edmond Jackson
17.11.06
Unexciting businesses can turn into rewarding investments if you are patient and know what to look for. Edmond Jackson thinks he's found value in commercial vehicle hire company Northgate.
- Revisiting Psion, five years on
Edmond Jackson
10.11.06
A leading technology fund manager's antenna tells him the US is where technology valuations are most attractive, which leads Edmond Jackson to Psion and IQE.
- The intrigue of glamour
Edmond Jackson
03.11.06
Wary though he is of glamour stocks, Imagination Technologies and Superscape are dotcom survivors whose time may have come, says Edmond Jackson.
- Hoping for a turbo-charged future
Edmond Jackson
19.10.06
Deciding what younger technology companies are worth is largely a matter of working out the 'hope value' speculators attach to them. In Clearspeed, Edmond Jackson calculates there's £50 million of hope.
- Young and cheeky
Edmond Jackson
13.10.06
Investors in Young & Co are enjoying cheeky tax benefit for low-risk exposure, says Edmond Jackson, since the company moved to AIM. Now investors in turnaround William Sinclair are joining the party.
- An up and down story
Edmond Jackson
06.10.06
While the company seems to be doing well enough, ITM's boom and bust share price pattern is attracting the interests of hard-nosed investors. The key is not to be bewitched by its fuel cell technology.
- Asia Energy: An update
Edmond Jackson
05.10.06
The resumption of trading in Asia Energy raises questions about fallen stars of the resources share boom. Are the market falls an inevitable return to fair value, considering the risks, or a buying opportunity?
- Goals keeps scoring
Edmond Jackson
22.09.06
Although it's listed in the travel & leisure sector Goals Soccer Centres is a classic 'roll-out' of a retail concept. It looks like another success story, as long as there are no own-goals on the way.
- Speculating sub-sea style
Edmond Jackson
15.09.06
Burnt in Bangladesh, Edmond Jackson is looking to international waters for more stable speculations. SubSea Resources is no miner, but it may end up with a lot of copper on its hands.
- Dealing with Dignity
Edmond Jackson
01.09.06
Edmond Jackson is still searching for stocks with a strong commercial tailwind that can withstand an economic slump. There's no avoiding death, he says, so the UK's leading funerals group is on a roll.
- Erinaceous best left for traders
Edmond Jackson
21.08.06
Given a wide choice in the stockmarket it looks best for long-term investors to leave Erinaceous alone, but short to medium-term traders may find the story interesting to follow - and there are lessons for all.
- Momentum behind RAB
Edmond Jackson
18.08.06
Edmond Jackson thinks he's found another reasonably priced stock.
- Still motoring at Inchcape
Edmond Jackson
30.06.06
Car dealerships may not seem like go-go investments, but Inchcape has had a tremendous run.
- All sweet at Tate & Lyle
Edmond Jackson
23.06.06
Large international companies are likely to prove better investments should the UK economy weaken.
- Weathering the smoking ban
Edmond Jackson
16.06.06
Pub chains that embrace food and entertainment may well emerge fitter in the long term.
- Quantica worth recruiting
Edmond Jackson
26.05.06
Acquisitions and rising net fee income are buoying shares but a downturn could spoil the party.
- ITV not dead yet
Edmond Jackson
28.04.06
Edmond Jackson thinks there's life in the old broadcaster.
- What's special about Dana?
Edmond Jackson
10.04.06
Dana Petroleum has has grown from an overlooked small-cap to Mid 250 status in 3 years.
- A growth stock for the long-term
Edmond Jackson
31.03.06
Investment management firms have an enviable long-term growth record. AIM-listed Premier's Asset Management is still evolving but so far it has proved adept at responding to new opportunities.
- Trading the 20-30 year resources super-cycle
Edmond Jackson
31.03.06
With new management on board, Asia Energy looks closer to an agreement with the Bangladesh Government over its Phulbari mine, which should peak in roughly 2017, with a 30 year mine life thereafter.
- Programming growth
Edmond Jackson
24.03.06
StatPro has an unusually conservative growth profile for a software company.
- To buy and to hold
Edmond Jackson
24.02.06
Printing.com could turn out to be a model growth company says Edmond Jackson.
- Is warning an opportunity?
Edmond Jackson
17.02.06
Monterrico Metals' recent 20% fall could offer an opportunity as it looks at scoping a larger project.
- Watching ENickel
Edmond Jackson
31.01.06
Volatility in European Nickel's price demonstrates the risks of backing a junior miner. But this one may come good.
- North Sea scavenger
Edmond Jackson
29.01.06
As global oil production reaches its peak, Venture is buying unwanted oil and gas fields in the North Sea.
- The Asia Energy rollercoaster
Edmond Jackson
16.01.06
Asia Energy has big coal interests in Bangladesh - they just need to sort out the local politics.
- The Asia Energy rollercoaster
Edmond Jackson
15.01.06
Asia Energy has big coal interests in Bangladesh, but needs to get a grip on the local politics. It proves investing directly in developing countries is here, is exciting and, of course, unpredictable.
- Carr's is a patient play
Edmond Jackson
30.11.05
Carr's could be a core holding for the small company investor says Edmond Jackson.
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