Share Sleuth

Sagentia AGM: When too much cash is a problem

The HQ impresses, and so does the chairman. But despite having more cash than it knows what to do with, Sagentia just cannot excite the City.

Cranswick: Masters of the supply chain

For decades Cranswick has found stability and growth in an industry under pressure from all sides.

In search of the special one

Companies often say they are unique. It’s the investor’s job to find out if they truly are.

Spotting value traps before they slam shut

Fund promotions warn that past performance is not a reliable indicator of future results. The same is true of companies, which is why investors should be wary of value traps.

Xaar AGM: OK. This time it’s different

Although Xaar’s experienced feast and famine before, the fact that the company’s profitability dropped in 2014 doesn’t necessarily mean it will slip into famine again.

Xaar: Maybe it’s different this time

The digital printhead manufacturer’s many aces haven’t always added up to winning hand. Maybe it’s different this time.

On drawing a blank

The best way to learn about a company is to ask, but Sprue Aegis and Camellia won’t give me an answer.

Camelliaaaargh!

Just how poorly conglomerate Camellia performed last year depends on how you measure it. Measuring Camellia is no mean feat.

Sprue Aegis: Still smoking

Smoke alarm designer and distributor Sprue Aegis is a pucker growth company on a reasonable valuation. The future depends on its curious relationship with its supplier.

Haynes: A predetermined “sell”

Despite it’s heritage, the chances are Haynes Publishing is not a good long-term investment. But it might make a good trade.

Air Partner: The only thing that’s predictable, is unpredictability

It was a year of two halves for the air charter broker, but they didn’t really add up to a whole. One year’s poor performance is no reason to write off this unpredictable company though.

Stockpicking is the most ethical way to invest

The problem with funds is you don’t control what’s in them. With shares though, you can draw the ethical line where you want, which is good for the individual and society.

Getting to grips with segmental analysis

Buried in the notes to the accounts, a company’s segmental analysis can tell you a lot about it.

Walker Greenbank: Rags to profits

Cashflow aside, Wallpaper and fabric designer and manufacturer Walker Greenbank’s full-year results confirm its multi-decade transformation from serial loss-maker into something of a stalwart.

Clarkson: A bet on world trade

Shipbroker Clarkson has produced impressive results in uncertain times for global trade. Can it last?

Computacenter: Potential for recovery and growth

Box shifter Computacenter is facing up to rapid changes in the way businesses use IT. The potential for recovery and growth is tempered by the possibility of irrelevance.

Patient Capital: Thinking the unthinkable

What happens if the trust doesn't meet it's eye-catching performance target? The case for owning Patient Capital shares is inextricably wound up with the character of the manager, Neil Woodford.

Finsbury Food: Fattening up

Finsbury Food’s half-year results present a remarkable turnaround. It’s customers are fattening up on cake, and it’s fattening up on buns. The party should last, at least for a while.

Churchill China: New broom, same schtick

Churchill China may have a new chief executive, but the venerable tableware manufacturer is growing as reliably as ever.

Xaar: The best time to invest is when everything is grim

Printhead manufacturer Xaar is demonstrating its credentials as a boom-bust stock. If the best time to invest is when there’s ink spilled on the proverbial streets, that time may be upon us.

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