Uncle Doug
10 Nov 2016
Bought in @1362 'ello peeps. Always fancied CPG in the wad as it seems a decent company with a good track record. So took a punt on sub £14 prices today. Will add more on any falls.
II Editor
31 Oct 2016
NEW ARTICLE: Winter Portfolio 2016 - winners revealed "Our maiden seasonal portfolios in 2014 did twice as well as the benchmark index. It was tougher last year, but both the Interactive Investor Consistent and Aggressive Winter Portfolios still beat the wider market. We're in no doubt that 2016 ..."[link]
JR710
06 Jul 2016
The Petition is gaining support Apologies for board hopping; but !The petition is going quite well; ~5700 signatures so far. Although it needs a boost.[link] petition was stalled in parliament since 12th Aug 15; finally green lit on 12th feb 2016.The FCA have finally replied, saying its nothing to do with them as they only deal with market abuse & insider dealing, now is your chance to have your say.If you hate seeing buys reported as sells etc!!!!!!Has already been sent to Martin Lewis, Daily Mail, Moneyweek & Watchdog.My local MP supported this petition by writing to the petitions committee to help un-stall it.There’s 650 MP’s in Westminster, So have you written to your MP? 649 to go!If this petition doesn’t reach 10,000; then imo we might as well have not bothered as it will almost certainly be filed B1N; @ 10,000 the government should respond. ONLY 8 weeks to go !!!So – If you haven’t yet signed or indeed have but haven’t passed it on to others, then now’s the time to do so.
megaloss
27 Jun 2016
Re: Huh? Because most of their profits arise from their USA (i.e. US$) business probably. But they're probably hedged 12 months ahead anyway so this may be an illusory safe haven, at least short-term..
wantstobuylots
27 Jun 2016
Huh? What are they doing different to everybody else and why since Friday has CPG been going north with a healthy pace?ThanksWants
megaloss
29 Jul 2015
3rd Qtr update I may buy back in at some point but can see these drifting down up to a quid from 1030 between now and their August statement.Absolutely no hurry to buy before then IMO!
megaloss
15 May 2015
Re: CPG valuation Can't see much reason for hanging on to these in spite of increased divi so I sold up yesterday. It's been a nice run but I think it may be over for a while.
albent
06 Apr 2015
CPG valuation Check out this infographic report on Compass Group (CPG): [link] useful.
megaloss
02 Apr 2015
Re: Strong trading update No harm in holding on to these, but I can't help feeling they are fully valued for the time being. Very reliant on their U.S. business and there is probably more work to do in addressing the high-cost low-margin businesses in the UK and parts of Europe.
mutandis13
30 Mar 2015
Strong trading update ...from the company. "...Compass is having a strong first half and our expectations for the full year remain positive..."[link]
dunn9o danny
25 Mar 2015
Granada Having held since the beginning of time, these little beauties have performed superbly over the last few years.Both Compass and ITV were down in the dumps, but have certainly comeback stronger...
mutandis13
30 Nov 2014
Finals A good set of results from Compass, but at the current SP there is no margin of safety. Patience can provide opportunities though, when you consider that during the past 12 months, when there was no change in expectations for the business, there is a 23% swing from the low to the high in the SP. The major risk to the business remains food commodity prices. [link]
