Hints and tips:
...Many of these names are long gone: Delcam, Fenner, Pifco, Refuge Assurance, Trafford Park Estates, Wintrust — and Air Partner being the most recent a couple of years ago....
...Shares in James Halstead, bought in 1998, have appreciated 27-fold; James Fisher is 18 times up on its 2002 prices, when I bought; and both Clarkson and Provident Financial have appreciated 13-fold apiece...
...The Protocol for Broker Recruiting was signed in 2004 by UBS Financial Services, Citigroup Global Markets, and Merrill Lynch, Pierce, Fenner & Smith....
...We noted in February that Dixons’ chief executive Seb James and chief financial officer Humphrey Singer had offloaded a chunk of shares in the electricals retailer to the tune of £951,300 and £630,000 respectively...
...A former stockbroker in the 1960s, he says he speaks weekly to his broker and plan manager — James Sharp & Co in Bury — about the companies he owns and others he is interested in....
...Fenner continued to invest heavily in the first half to support growth, with capital expenditure running at 1.5 times depreciation....
...There were good results (and a dividend increase) from James Fisher, while Park Group is north of 50p – I purchased at 14p in 2008....
...A third problem, says Nick Hobson, chief executive of industrial conveyor beltmaker Fenner, is Britain’s dearth of skilled engineers....
...PZ Cussons, with James Fisher, Nichols and Fenner appreciating very substantially....
...James Dickson, the chief executive, has been in the market, too....
...There’s been another buoyant trading statement from Fenner – the opposite from Gooch & Housego....
...PZ Cussons – my largest holding, which I first bought in 1976 – now yields an annual 30 per cent of its cost price, while marine services provider James Fisher, first bought in 2000, yields nearly 20 per...
...Fenner – last bought in March 2009 at 39p – now 268p, proves that it is not only resource stocks that can deliver great gains....
...Oliver Wynne-James, analyst at Panmure Gordon, argues that a number of stocks in the engineering-related sector look vulnerable after the Chloride takeover....
...But there was good news from Aviva – well up from a May price of 308p, which I described as a “snip” with a then 8 per cent yield – and useful appreciation in Dairy Crest, Ensor, Fenner, James Fisher, Quarto...
...Thus, in most cases, I stayed with them through the maelstrom and now see them recovering well – James Fisher, Nichols, PZ Cussons, Primary Health, Quarto, S&U, and Treatt....
...But more recent purchases are satisfying: picking up Fenner at 39p, now 80p; Marshalls at 66p, now 115p; Town Centre at 60p, now 102p; and Victoria at 125p, now 165p....
...James Targett, Citigroup analyst, estimated in a recent note that JJB Sports, Sports Direct and Ted Baker are vulnerable with 50-95 per cent of their sourcing priced in dollars....
...Clarke, Fenner, McKay Securities and Vitec. To illustrate the volatility of markets, I first bought BBA for my Isa in August at 133p, paid 143p in September, but only had to pay 66p in December!...
...analyst Mark James said: “BT has reiterated its expectations of £1.4bn free cashflow for the year, more than enough, it claims, to cover the £1.26bn dividend bill....
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