Posts in Company analysis

Quartix: Love at first sight

Quartix, a manufacturer of vehicle tracking devices, is a lovely company.

InterContinental Hotels: Asset light and cash heavy

The owner of InterContinental, Holiday Inn, and other famous hotel brands is in good shape, having sold its hotels.

Ten years of Wynnstay

Steadyish growth in profit has earned Wynnstay a reliable reputation. A closer look at the numbers reinforces it.

XP Power: Transformed

XP Power’s results confirm the businesses’ decade long transformation. On 15 times adjusted profit it may be good value.

ARM: Tech titan on sale

ARM is empowering widespread technological change yet, the shares are cheaper than they have been for some time.

Wynnstay: Sell-off achieves fair value

Wynnstay’s share price has lost a lot of the froth that stopped it being an attractive investment

Rolls-Royce: Halved dividend is price of profitability in future

Rolls-Royce is doing what needs to be done to weather storms in its marine division and finance the next generation of aero engines.

Victrex AGM: The cost of domination

Even for a proven market leader the future is far from certain, but Victrex is building on what has made it successful.

Dewhurst: AGM surprise is a warning

The best place you can be when a company issues a profit warning, is at the AGM.

Unilever: The contrarian's nightmare

Saying something negative about Unilever feels like beating up Mother Teresa. There’s got to be some dirt though.