Slow Trader

Author: Buzz Lightyear

  • Hargreaves Lansdown PLC (HL.) £9.79

    Hargreaves Lansdown PLC is a provider of investment management products and services to private investors in the United Kingdom. A high P/E at 41, even for the industry. However, they have a great 96% consistency of growth and we feel that if this growth can continue a value of £42.55 is possible long term. They have no debt, and all their growth and value charts are good, no blemishes. ROCE and ROE are high, as is there operating profit at 67%. Wow. Retained earnings is good but not buying treasury stock. Do you understand what they do? Is demand for their flagship vantage going to continue? I think, why not.

    Tide is up, wave is down slightly and the ripple is on the turn back up. Good buy time.

  • James Fisher and Sons plc (FSJ) £10.93

    James Fisher and Sons plc is based in Barrow-in-Furness and provides marine and specialist engineering services. We value this company at £17.54. The company could pay off all its debt in 1.3 years of profits. Only one blip in its EPS growth rate 7 years ago, all other values and growths are good. Operating margin is 10% increased to 11% last 6 months. Order book reported as increasing. Depreciation and inventory high at 36% and 17% respectively. However, they are buying treasury stock which is a good sign. Some share purchase by directors too.

    Tide is up, wave is down slightly and ripple has turned back up. Good buy signal.