Share Sleuth

Investment checklist: BrainJuicer

It may be slightly on the pricey side but quirky, innovative, market research firm BrainJuicer ticks all the other boxes.

Share Sleuth's investment checklist

To take an independent view of a company's results investors must challenge the headlines. Half the battle is knowing the right questions to ask.

Looking more juicy: Brainjuicer

Brainjuicer’s declining share price is bringing this innovative and quirky market research company nearer value territory.

Mechanical investing: Taking the plunge

Investing real money in computer generated share trades for the first time feels like a leap of faith, so how do you gain the confidence to do it?

Games Workshop: Is the rest of the world crazy?

Two things are concerning about the rhetoric in Games Workshop's annual report for the year ending June 2014. Tom Kirby, the longstanding guardian of the fantasy wargaming hobby is as florid and zealous as usual, but he also comes across a little unhinged.

Northgate: All about the financing

Van hire company Northgate is recovering, but is it dependable?

Share Sleuth Digest: Whither small caps?

This week: Technicians and fundamentalists turn on small-caps, an orderly liquidation and the art of thinking clearly.

Colefax papers over economic cracks

An improvement in trading at fabric and wallpaper designer Colefax is welcome, but it also requires interpretation.

Share Sleuth's digest: Anatomy of a failed investment

This week: It’s easy to blame companies when an investment goes wrong but unless there’s been a fraud, the analyst’s to blame. Also: Animalcare in value territory.

Grafenia exits Share Sleuth portfolio

I’ve just removed 7,140 shares in Grafenia from the Share Sleuth portfolio. The actual deal price quoted by a broker was 19.3p a share, which after a £10 deduction in lieu of the broker's fee, returned £1,368.

Grafenia and the mother of all risks

If printer Grafenia’s new software and franchise services bear fruit, the unloved shares are extraordinarily cheap. But if faces the mother of all risks...

Cohort’s canny acquisition

Cohort’s partial acquisition of Marlborough Communications last week complicates the accounting, but probably makes the company a more attractive investment.

Share Sleuth Digest: Harnessing the investing power of social media

This week: distracted by hype, grappling with Twitter, and Immunodiagnostics’ business model demystified. Plus: scientists detect bubble warning system in traders’ brains.

Unloved MSI is contrarian pick

As defence spending has contracted, so has naval gun manufacturer MS International. But the company’s good at making guns, and it makes other things as well. Investors may not have noticed.

Share Sleuth Digest: Hedging your bets

This week: Doubts about hedging at Dart, Castings holding pushes limits, and who’s the greatest? The Worlds greatest investors compared.

Castings: Better than cyclical

Buying cyclical stocks when they are doing well can be hazardous. But this year’s results, like every year’s, show Castings has qualities other cyclicals don’t.

High flying Dart descends into value territory

Dart’s full year results ought to have been cause for celebration. In fact they precipitated capitulation. Traders may have overreacted to a dent in its growth story.

Share Sleuth Digest: Going on the defensive

This week: How to check a company’s not going bust, operating lease shenanigans, advice from bloggers for novice investors, and notes on Xaar, Devro and Trifast.

A quiet revolution at IDS

The results from Immunodiagnostic Systems may look unremarkable, but behind the headline figures a revolution is underway.

Investors find safety in Latchways

The share price of fall-protection system manufacturer Latchways is defying gravity almost as effectively as the products the company makes. It’s frustrating for a would-be purchaser.

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