Recently I started a quest to evaluate every company as it published its annual results, however briefly. The marathon evaluation halted when I went on holiday. And it failed to resume when I discovered a fatal flaw in the plan.
With SEA back in profit and MASS humming along defence technology supplier and consultancy Cohort seems to be managing its way profitably through Ministry of Defence cut-backs.
Plastics Capital has the aspirations of a hidden champion, but has performed like a cyclical company. If in future it performs like a hidden champion, it could be good value.
Carpetright is a mystery. Pofitability since the credit crunch has gone through the floor, yet it trades on a titanic multiple. The Human Screen is beginning to understand why.
Stagecoach may be getting people in North America out of their cars and onto public transport, but it's not getting the Human Screen to invest in passenger transport, yet...
Full-year results from the Human Screen Like its bigger rivals, shipbroker ACM Shipping looks cheap. But factor in the uncertainties, and the Human Screen is running scared.
Shares in speciality paper manufacturer James Cropper look cheap, but the Human Screen doesn't have much faith in the numbers.
Full-year results from the Human Screen
The Human Screen thinks plant hire firm Ashtead is a company for investors who like a gamble, and now may not be the best time to gamble.
Full-year results from the Human Screen Just because Micro Focus operates in an unfashionable corner of the software market doesn't make it a poor investment.
The highest earnings yield ever calculated by the Human Screen is 35%. It's so high, he's wondering if air line and road-haulier Dart has bust his value yard-stick.
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