Stock Analysis

Links to stories that analyze a company's stock.

Cohort contract wins offer hope

(via www.iii.co.uk)

Defence and technology consultancy Cohort has won contracts worth £6m. After a disappointing half-year, the news adds some credibility to management’s assertion the second half will be better.
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ITE: Ukraine woes uncover value opportunity

(via www.iii.co.uk)

The annexation of Crimea and ongoing instability in Ukraine may have created opportunity for value investors. Shares in exhibition organiser ITE are attractive on a historical basis. The rub is concern about the region's future.
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Dividend Growth Stocks: Chevron Corporation (CVX) Dividend Stock Analysis

(via www.dividend-growth-stocks.com)

Chevron Corporation is a global integrated oil company (formerly ChevronTexaco) has interests in exploration, production, refining and marketing, and petrochemicals. Linked here is a detailed analysis and commentary...

Cohort enters value territory

(via www.iii.co.uk)

A slide in defence and technology consultancy Cohort's share price delivers the shares into value territory. Although past ill-discipline and defence cuts are concerns, it grinds out the results.
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Determining intrinsic value for a bank; why discounts to book shouldn't persist

(via www.oddballstocks.com)

My last post generated quite a response.  Between investors thanking me for the idea and others accusing me of pumping and dumping the stock the most interesting response was an article posted on Seeking Alpha.  The author goes to great lengths to explain why at 40% of TBV M&F Bancorp...

Dividend Growth Stocks: Monsanto Co. (MON) Dividend Stock Analysis

(via www.dividend-growth-stocks.com)

Monsanto Co. is a global provider of agricultural products and integrated solutions for farmers. Linked here is a detailed analysis and commentary...

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Share Sleuth Digest: Stalwarts and susceptibles

(via www.iii.co.uk)

For investors in shares, there are two ongoing fundamental investment situations: stalwarts and susceptibles. Differentiating between the two shapes our expectations.

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4 Cash Gushing, Undervalued Small Cap Stocks With Zero Debt

(via www.magicdiligence.com)

Who doesn't like undervalued small cap stocks that generate gobs of cash, trade cheaply, and have no debt? Here are 4 from the MagicDiligence screener.

Anpario: Food for thought

(via www.iii.co.uk)

Natural animal feed additive manufacturer Anpario is a growing company in a growing industry, but it doesn't belong on the Share Sleuth watchlist.
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M&F Bancorp at 30% of TBV what's not to like?

(via www.oddballstocks.com)

I know myself; in my pursuit of perfect I miss what's good.  This happened to me when I looked at Japanese net-nets.  I wanted to find the best net-nets.  The net-nets that were the greatest companies, yet also the absolute cheapest.  What happened?  As I pushed numbers...

The Company I Like Best

(via www.ukvalueinvestor.com)

A closer look at a deep value opportunity in the UK.

Dividend Growth Stocks: Kimberly-Clark Co. (KMB) Dividend Stock Analysis

(via www.dividend-growth-stocks.com)

Kimberly Clark Corp. is a global consumer products company producing tissue, personal care and health care products. Its brands include Huggies, Pull-Ups, Kotex, Depend, Kleenex and Scott. Linked here ia a detailed analysis and commentary...

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Magic Formula Investing Weekly Roundup 4/6/2014

(via www.magicdiligence.com)

Weekly roundup of stocks moving in and out of Joel Greenblatt's Magic Formula® Investing screens.

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After a 32% Drop, is it Time to Buy Liquidity Services (LQDT)?

(via www.magicdiligence.com)

If we liked Liquidity Services up to $28 before, the recent 32% drop should make it an easy buy, right? Not so fast.

Hyder talks a good recovery

(via www.iii.co.uk)

A positive update from Hyder Consulting prompts an enthusiastic response from the market, but not me.
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