mcescher
29 Jul 2015
CLI vs MKLW comparison This infographic compares CLS Holdings and A&J Mucklow Group plc, they have details on valuation etc. [link]
zulu principle2
22 Jan 2015
Bought today at £15.50 What I look for when buying a shareGood track record, 4 years of continual growth which can be a combination of historic & forecast growth – NoLow Forecast PER (<16) & PEG (<0.7) and good EPS Growth (>15%) – No 1 ForecastBased on £15.50 on 22nd Jan-20152014 EPS Forecast 126.00 EPS Growth -11.9% PER 12.3 PEG -1.03 2015 EPS Forecast 146.00 EPS Growth 15.9% PER 10.6 PEG 0.67 These forecasts are based on 2 broker forecasts from Aug-14 that are widely different.Peel Hunt - 2014 76.4p and 2015 90.49Charles Stanley - 2014 193p and 2015 223pPositive 1 Year Relative Strength - Yes Positive 1 Month Relative Strength – YesWithin 5% of Peak – YesBased on 2013 FiguresROCE of 20% - No 6.87%Profit Margin of over 7.5% - Yes 103%Cashflow Per Share greater than EPS – No 0.59Low Gearing – No 138%Director Share holding >10% - Yes 51%Recent Director’s Dealing – Both Selling & Buying late 2014. More SellingRecent Institutional Dealing – NoneQuick ratio of > 1.0 but preferably > – Yes 1.18Dividend (a nice to have) – NoLastest outlook statement must be positive – Yes from trading update 22nd Jan-15CLS Holdings plc announces that it expects its financial results for the year ended 31 December 2014 to be materially ahead of current market forecasts. This is primarily due to a significant increase in the values of the Group's London property portfolio.Investors Chronicle latest view – BUY From 22nd Jan-15Property company CLS Holdings (CLI) says that a significant increase in the value of its London property portfolio means that full year results will be ‘materially ahead’ of expectations. We maintain our buy recommendation.Graph 1Year – Looks like a triple top but hoping the trading statement will push the price past the £15.50 markConclusion:Cashflow and Gearing is not what I look for.4 Years EPS growth is not there however 2015 is good.I have bought this mainly on the trading statement
jh2704
22 Jan 2015
Re: the train....... this mornings announcement on their websiteCLS Holdings plc announces that it expects its financial results for the year ended 31 December 2014 to be materially ahead of current market forecasts. This is primarily due to a significant increase in the values of the Group’s London property portfolio.The Company expects to announce its results for the year ended 31 December 2014 on Wednesday 4 March 2015.
