Richard Beddard's blog

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.

ITE AGM: If not now, then when?

The problem for investors timing ITE’s recovery is that by the time it’s recovering, it may be too late to profit.

Even God couldn't escape market panics

A long-term investor with perfect foresight, let’s call her God, wouldn’t be able to avoid the pain of stockmarket crashes.

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.

SThree: People profit may be a chimera

Recruiter SThree’s people are both the biggest strength and the principal weakness in the case for investing in the company.

Porvair: Filtration business is profitable and robust

Another year of results from the designer and manufacturer of filters provides more evidence it is putting aside its unreliable past and strengthening its niche.

Topps Tiles: Revenue up, profit up, dividend up

With all the numbers moving in the right direction and recovery turning into growth, what’s not to like about the UK’s leading tile store?

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