IOMINVESTCOM
13 Mar 2017
JP Morgan revised target to 3.85 10 Mar 17 JP Morgan Cazenove Overweight 327.38 350.00 385.00 Reiterates03 Mar 17 JP Morgan Cazenove Overweight 327.38 350.00 350.00 Reiterates03 Mar 17 Macquarie Outperform 327.38 335.00 350.00 Reiterates02 Mar 17 Numis Buy 327.38 405.00 405.00 Reiterates02 Mar 17 Peel Hunt Buy 327.38 340.00 340.00 Reiterates
IOMINVESTCOM
03 Feb 2017
Re: Superb breakout Continuing to do well17 Jan 17 JP Morgan Cazenove Overweight 319.38 330.00 350.00 Reiterates05 Jan 17 Peel Hunt Buy 319.38 340.00 340.00 Reiterate
IOMINVESTCOM
21 Sep 2016
Re: Superb breakout [link] Global Said to Attract Interest From Buyout Firms
IOMINVESTCOM
21 Sep 2016
Superb breakout Strong price action this morning to all time high 3.0575 / 3.08 spread.21 Sep 16 JP Morgan Cazenove Overweight 290.50 - - Reiterates21 Sep 16 Peel Hunt Buy 290.50 - 340.00 Initiates/Starts20 Sep 16 Numis Add 290.50 290.00 290.00 Reiterates14 Sep 16 Jefferies International Buy 290.50 290.00 359.00 Reiterates06 Sep 16 Numis Add 290.50 290.00 290.00 Reiterates02 Sep 16 Shore Capital Buy 290.50 - - Retains01 Sep 16 Macquarie Outperform 290.50 325.00 325.00 ReiteratesMaybe forecast by brokers to be raisedGLTA
IOMINVESTCOM
12 Jul 2016
5 terrific 'Brexit' share bargains We’re all ‘Brexiteers’ now and life goes on. After any significant event impacting domestic and global markets, it is useful to seek quick opportunities where sentiment marks down the good with the bad. All boats go down when the tide goes out. No recent event has demonstrated this so acutely as the surprise referendum result, which threw up some terrific buying opportunities.My own quick analysis of a stock is easily done from information freely available on the internet. I look at the growth where the PEG, or price-earnings (P/E) divided by growth (G) should be less than 1: ie, the projected growth is higher than the P/E. It doesn’t matter if a P/E is 20 if growth is 25 for a PEG of 0.8. Then I check if there is real cash flow from sales – not some balance sheet manipulation. I check if directors have made any big purchases of the shares and like to see a group of brokers following the stock with recommendations of ‘strong buy’. If all that hangs together I would want to be clear that I understand the product and am comfortable with the sector. I find high technology and biotechnology baffling so in these areas I usually invest either through an open-ended fund (such as an ‘Oeic’ or unit trust) or an investment trust. I prefer the latter because if I time it right I can buy them cheaply on discounts and get a double whammy when the recovery occurs. All safe in the knowledge that I cannot get locked in as happened with physical property open-ended funds who couldn’t cope with the surge in investors trying to sell after the referendum.The ‘Brexit’ shock has left some favourite stocks of mine languishing at much lower levels and last weekend’s Financial Times showed four where directors had been buying.Arrow Global (ARWA + ) came back reflecting the immediate hit to the financial services sector and prompting the chief executive to invest £200,000, lifting his holding to 4% of the company. More stringent capital requirements for banks have created a real opportunity for Arrow in its niche of buying distressed debt, whilst diversifying into higher margin European markets. On a P/E of 7 and projected PEG of 0.2, it looks very cheap, even if debt is high, but that’s the business they’re in. At the time of writing the price was 202p and I don’t think the Goldman Sachs target of 340p looks overly optimistic. [link]
IOMINVESTCOM
03 Mar 2016
Results - Good Nice surprise with the increase in the dividend payout.Any views on the results.
IOMINVESTCOM
25 Feb 2016
Strong this pm Showing signs of strength this afternoon up almost 10% ahead of results on 3rd march.Fingers crossed.
