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Good morning from Paul, and with Graham making a Friday guest appearance too, thanks Graham! (placeholder is up early because I'll be travelling early in the morning, disrupting my usual routine here a little)  Explanatory notes - A quick reminder that we don’t recommend any shares. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong... Читать дальше...

Good morning from Paul amp; Graham!  Many thanks to Roland for covering a couple of days off for me, with excellent service maintained I'm sure you'll agree! Explanatory notes - A quick reminder that we don’t recommend any shares. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction... Читать дальше...

Good morning from Paul amp; Graham!  Many thanks to Roland for covering a couple of days off for me, with excellent service maintained I'm sure you'll agree!Explanatory notes - A quick reminder that we don’t recommend any shares. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market... Читать дальше...

Brickworks (ASX:BKW) can trace its history back to 1908, when their heritage business, Austral Bricks, was incorporated in Sydney. In 1962 the company listed on the ASX as Brickworks Limited. Today, they have a market capitalization of $4.3 billion, with a portfolio of diversified assets that comprises of a 26% stake in Washington H Soul Pattinson (ASX:SOL), a property division which comprises of two Joint Venture Property Trusts with Goodman Group (GMG), and two Substantial building products businesses in Australia and North America. Читать дальше...

Good morning! There are lots of updates to keep us occupied today. Hanging up the pen for today - hopefully we will have a chance for some catch-ups later in the week. Thanks! Explanatory notes - A quick reminder that we don’t recommend any shares. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess... Читать дальше...

Mortgage rates are starting to fall. The new government is promising a housebuilding boom. Is it time to consider buying shares in UK housebuilders ahead of a sector recovery? In this piece I’ve taken a look at the issues affecting the sector and the current state of the UK’s main listed housebuilders. Read on to see why I think these companies could be worth a closer look at current levels. Politics or business? It’s hard to separate the UK’s housing market from politics. In the aftermath of the 2008 financial crisis... Читать дальше...

Good morning! We'll have the agenda up for you shortly - please stay tuned.Explanatory notes - A quick reminder that we don’t recommend any shares. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals... Читать дальше...

Good morning, Roland and Graham with you today. SThree (LON:STEM) Qamp;A: Graham is interviewing management at recruiter SThree at 10.20 this morning - if you have any questions you'd like him to ask management, please drop them in the comments below! Update at 12.30: today's report is now finished, see you tomorrow! Explanatory notes - A quick reminder that we don’t recommend any shares. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Читать дальше...

Good morning, Roland and Graham with you today. Explanatory notes - A quick reminder that we don’t recommend any shares. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals, not trying to predict market sentiment.

Good morning, Paul amp; Graham here! It's a clean sweep today, we covered everything, and mostly interesting companies too. So we'll sign off. Let's hope the IT problem that caused so many problems globally on Friday has now been resolved, with prompt RNSs at 7am hopefully. Update: so far, so good! Mello Monday starts 17:00 later today - details here. One of my favourite shares over the last couple of years, Cohort (LON:CHRT) is presenting.  Having done so well, do the shares have further upside? Читать дальше...