Slow Trader

Tag: slowtrader.com

  • Aveva Group PLC (AVV)

    AVEVA-to-Exhibit-at-Offshore-Wind-International-B2B-Event-2013We are approaching a good longer-term investors buy signal for Aveva, a computer software company for engineering solutions. I have set my buy today at £21.23. Remember that I will adjust this buy price if the share continues down. Note that the share is also trending down in the medium term, so those trading rather than investing may want to wait.

  • Naibu Global International Company PLC (NBU)

    imagesNaibu shows a buy indication at 77 pence.
    A Chinese manufacturer and supplier of branded sportswear, Naibu have traded on the London Stock Exchange for six years. They employ some 2,300. A growing company that allows you to invest in China but also, indirectly, in Chinese currency. The strength of Chinese Yuan to Pounds Stirling has contributed to Naibu’s decrease in share price over recent years. However, Pounds Stirling could be stabalising or even strengthening against the Yuan. This, in itself, could positively affect Naibu’s share price.
    Naibu have 3,144 stores throughout central and western areas of China. By 2015 a new factory is planned to provide 12 additional productive lines and help Naibu expand into even more cities and provinces. They have achieved growing annual sales of about £100 million. More than half of sales are sports shoes, the remainder is clothing and a tiny amount is accessories.
    They pay regular dividends. Naibu are openly seeking cooperation with international business partners. However, they had no major investments, acquisitions or disposals last year. Of possible note, the founding chairman recently sacked his CFO and appointed his sister in place.
    They have no debt, and all other figures seem very good.
    However, invest lightly.

  • Domino’s Pizza UK & IRL PLC (DOM)

    ImageDomino’s Pizza Group (DOM) took a drop on Friday with the announcement that the Chief Executive Officer (CEO) would be leaving the company in April next year. (He was offered a bigger job in a non competitive area to Domino’s).  Successor not yet announced. This was on top of the announcement last month of a change in Chief Financial Officer.

    Founded in 1960, Domino’s first UK store opened in Luton in 1985. A global, primarily franchised, system Domino’s has a single focus – The home delivery pizza.

    There are now 750 stores in UK, 48 stores in Republic of Ireland, 25 stores in Germany and 10 stores in Switzerland.

    More than half of sales are from online. And nearly half of these sales are from mobile devices. 50 new stores planned for the UK of which 23 are now open. In marketing, Domino’s recently partnered with the X Factor App.

    Domino’s half year report had sales increasing nicely. They are expected to meet, or possibly exceed, Market expectations with their end-of-year report. 

    As you know, I have been a fan of this share for a couple of years. This dip could be a buy opportunity. Whether you are trading or investing you might like to wait until the share price shows a turn back up. A turn could be on the announcement of the new CEO and if he/she brings the right stuff!

    Domino’s Pizza UK & IRL PLC