Renew Holdings: A recovery story with more to give?
TL;DR: Renew Holdings is an impressive turn-around story, with further to go, but the substantial re-rating in share price means that it's no longer cheap »
Palace Capital: New kid on the block
TL;DR: Palace Capital is a young but fast-growing company specialising in neglected regional property portfolios and while the management have performed in an exemplary fashion »
NEXT: a high-yield share in the making?
Next Directory is the driving force behind future growth and recently announced special dividends propel this share into high-yield territory. NEXT Directory is the future Three »
NewRiver Retail: Making waves in retail property
One-line summary NewRiver Retail is a well managed, growth seeking REIT that specialises in the UK food and value sector and should benefit from regional economic »
RWS Group: The risks and rewards of patent translation
One-line summary RWS Group is a profitable and well managed company, with a defined moat of expertise, but EU legislation threatens its business model and this »
Zytronic: When a profit warning comes good
Introduction Zytronic is a company that I first heard about on Paul Scott's blog roughly eighteen months ago. This isn't too surprising given that they're a »
Quindell: What story do the accounts have to tell us?
Introduction I've watched the gruesome saga of Quindell with a certain amount of prurient interest over the last 8 months. From Paul Scott highlighting it, two »
Majestic Wine: Is it too late to join the party?
Introduction As a middle-class wine drinker I'm only too familiar with Majestic Wine and their appeal to a specific UK demographic. Whether it's through my wife »
NEXT: Is there a winter sale in the wings?
This successful and durable retailer comes with a high price tag and while its track record is impressive I think that it's best to hold off »
Accesso: Coming to a theme park near you
One line summary: Impressive growth trajectory and strong management team but with two big acquisitions to digest, a diminishing ability to wield capital effectively and a »