Share Sleuth

BrainJuicer: Future’s not bright, it’s juicy

Full-year results from the quirky market research agency lack zest and a strategic shimmy is disconcerting, but there’s plenty of juice left.

Treatt joins Share Sleuth

Flavour manufacturer Treatt’s strategy to move up the value chain makes sense, and the valuation is tempting. After considerable angst, it joins the Share Sleuth portfolio.

Titon leaves Share Sleuth

The bargain share came good and leaves the Share Sleuth portfolio to make way for new blood. It’s not a good feeling.

Goodwin: Answers from the chairman

Engineer Goodwin’s recent results raised questions about its prospects during a period of lower investment by oil and gas companies. John Goodwin answers.

Portmeirion: Fired up for growth

Portmeirion is investing in a new kiln that will increase earthenware output 50%. Judging by the growth of the potter’s UK manufacturing arm, it needs to.

Goodwin: Short-term uncertainty hides long-term potential

The creeping reality of falling profit as a result of low capital expenditure by oil companies is weighing on stalwart engineer Goodwin.

Dialight: Potential for growth for some years to come

Full year results from Dialight indicate that the rapidly growing LED lighting manufacturer is still on track, although its older divisions can still prove troublesome.

Doubling-up on Rolls-Royce

By its own admission the next few years will be difficult for Rolls-Royce but there’s value in the wounded eagle.

Anpario: Potential to pay for

The natural animal feed additive manufacturer’s full-year results show again it’s capable of growing while investing in three big untapped markets.

Sagentia: The company no one wants to sell

When Sagentia asked institutional investors if it could buy back their shares, they said no. Perhaps it’s because the company’s undervalued.

Brammer: Aping the Americans

Brammer is a market leader in a small market that wants to be a market leader in a much bigger one. The question is, will it get there?

Bunzl: Acquisition machine rolls on

With 17 roll-ups in 2014, Bunzl’s acquisition machine rolls on. So does the profit machine.

XP Power: Power to investors’ portfolios

Power adapter manufacturer XP Power’s solid full-year results are another indication of the company’s metamorphosis into a stalwart. It explains itself well too.

Dewhurst: The company’s a buy but the report’s a sell

Piecing together Dewhurst’s business model is more of a challenge than it should be. It’s a good business though.

There’s no such thing as a happy holder

Buy, hold and sell are simple enough terms. But ‘hold’ is a catch-all phrase that hides a multitude of sins. It’s important to know why we hold.

Titon: On the front foot

Titon’s annual report is a revelation. It shows us what the company has done to survive, and what it must now do to prosper.

Rolls-Royce: Sticking to the plan

After an unaccustomed contraction, and the prospect of lower revenue and profit again in 2015, Rolls-Royce says it’s sticking to its plan. It’s a good plan.

Haynes: Straining for relevance

Venerable motor manual publisher Haynes barely broke even in its first half. It’s revving up its digital strategy to become more relevant.

ARM: Perfect in every way

ARM’s perfect strategy has delivered a perfect set of full-year results. The shares are priced for perfection too.

Tristel: Lessons in competitive advantage

According to its chief executive, disinfectant manufacturer Tristel sidestepped the extinction of one product by developing a "thick blanket of protection" around another.

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