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Staffline

As an investor there's a lot to like about any company that has a sturdy business model. A company designed to prosper in the good times and outperform in the bad. A defensive share that wont lag during a bull market. If you can find a handful of these shares then get in touch with your financial investment advisor, they're a great basis on which to build a robust, diverse portfolio. Staffline's business model is designed to prosper in a range of different economic conditions. I'll tell you why, but perhaps first a little introduction is in order. Staffline's primary operating segment provides...

Avon Rubber

Today we're talking rubber. If you've found your way to this page via a search that's not too financially-focussed in nature, I hate to disappoint but we're an investment site and the rubber in question is Avon Rubber; quite a successful operation out of Wiltshire in the UK and listed on the London Stock Exchange. Avon Rubber operates in two main segments: protection and defense and dairy (after a period of re-structuring they've dropped their automative industry interests.) They've begun testing the water in the diving and aerospace markets too, but in the scheme of things these segments are secondary. For...

Oxford Catalysts (Velocys PLC)

Oxford Catalysts (OCG) are an interesting proposition that we've tucked away in our portfolio as a company with the potential to do some very big things in the next decade. They're a classic long-term speculative play, with some revolutionary intellectual property, in what could prove to be a very lucrative market. They're in the Gas to Liquid (GTL) field; a pretty descriptive name for an awfully technical topic. This from their 2012 Annual Report: Oxford Catalysts enables Gas-to-Liquids (GTL) plants to convert unconventional, remote and problem gas into valuable liquid fuels. Systems based on the Group's technology (marketed under the brand name Velocys) are...

Regus – Right Market at the Right Time

Today I'm not going to touch on company fundamentals, although the company I'll be introducing shortly is doing very well indeed using just about any performance indicator you'd care to drag out. I won't be looking at charts either, even though they're pushing 3 month, 12 month and 5 year price highs. No, today I'm going to back it up a bit and look at the investment potential of a company that has positioned itself solidly in a market that has begun to, and, should continue to boom for many years to come. Sometimes a marketplace grows up around a business. If...

Howden Joinery

With all indications that the UK housing market is progressing just swimmingly - house prices in England and Wales hit a record high in July reaching an average of £232,969 - we thought it time to look for some momentum investing opportunities in the housing support sector. Howden Joinery is one name that our momentum screen threw up. And upon closer inspection there seems a lot to like about this solid, well-established Anglo-French kitchen cabinet producer - not least its 12 month chart:       As well as a stoinking chart, Howden Joinery met 10 of the 12 loose screening criteria, that, in a...

Incadea, Dunelm, Howden Joinery and Regus

A super quick trading update. We've sold off our Incadea holdings for no other reason than to lock in a little profit. We bought into Incadea back in November 2012 - 1,237 shares at 98 pence a share. Here's why. Today we sold out at £1.08. At the end of April 2012, Incadea hit all time highs of over £1.30 per share, but there's been a steady reduction in price ever since. It's an inherent risk of holding AIM shares - often there'll be a slide in price for no other reason than a lack of any tangible news. AIM investors are a...

EMIS Group

Sometimes a market over-reaction to news creates the perfect buying opportunity for the shrewd investor but what constitutes an over-reaction? Whilst it's not always evident without the benefit of hindsight, there's certainly an observable outcome over time - a steep dip in price followed by a leisurely stroll back up to where the market was before the news. Our job as investors is to recognise these drops for what they are - and short them down if that's our thing - or pick the turning point and ride them back up to where they began. Here's one we prepared earlier: The EMIS...

Range Resources

A positive bit of news from their operations in Trinidad followed by an update on their interests in Guatemala (via a recent investment in Citation Resources Limited) has seen Range Resources put on 30% in 8 days - from 3.00 pence at open on 5th February to 3.90 pence, as I type. On the Trinidad find, Executive Director Peter Landau had this to say: We are extremely pleased with the results of the ongoing drilling program in Trinidad, and particularly with the discovery of new oil reservoir. The QUN 135 well confirms once again that the development potential on Range's Trinidad blocks...

Supergroup Hits 12 Month Highs

A retailer sells more product over Christmas, it releases a statment to that effect, the price of its stock goes up. It's investing Utopia. But how often does it happen just like that in reality? Read on my sceptical friends...

Archipelago Resources

We've been bullish on gold since Buffet was, well, pretty old actually, and whilst our spectacularly speculative buy into Norseman Gold (123,211 shares at 3.26 pence) hasn't exactly paid off - Norseman is down, but not yet out - we still have faith in the sector, as gold continues its holding pattern in the $1,600 to $1,800 an ounce band. Archipelago Resources (AR..L) is a far less speculative investment prospect than Norseman. Based out of Singapore, Archipelago is a growing mid-cap gold producer. Their key asset is the Toka Tindung Gold Mine, located in North Sulawesi, Indonesia, which currently has a nine-year mine life...

incadea

In a continuation of our shift away from a portfolio lopsided by speculative mining plays toward a portfolio lopsided by companies with a recurring revenue model, in early October we took on a bunch of incadea (the lower cap i in incadea is part of the branding), buying 1,237 shares at 98 pence. Here's the incadea company spiel: incadea is the leading provider of enterprise software solutions and services to the global automotive retail and wholesale market. With a proven industry focus and expertise, incadea is the vendor of choice for car manufacturers and their dealer networks around the world. So what exactly...

Cleaning House

We've been cleaning house at Investor Trader of late. Knocking things into shape a little and getting rid of few of the more dated aspects of the site. And whilst the process is ongoing, we thought now's as good a time as any to fill you in with what's coming up. Since our inception back in 2009 we've refined our direction. Like so many blogs that have come before us, we've settled into a niche rather than trying to be all things to all readers. So with that in mind we'll be trimming back a little on some of the more supplementary...