Month: June 2018

Electrocomponents: Becoming First Choice

You don’t have to look far to discover Electrocomponents’ ambition. “BECOMING FIRST CHOICE” is the title of its annual report this year. But that strapline is one of the last things I found out about the company while evaluating the share. I discovered Electrocomponents using the simplest of screens in SharePad, learned more about it […]

Stock Watch: Hill & Smith Holdings

Shares in Hill & Smith Holdings (LSE:HILS) have been a very solid investment in recent years. The company’s strategy of focusing on niche infrastructure markets with significant regulation and health and safety characteristics has seen its businesses grow and become increasingly profitable. Total returns to shareholders have increased by 258% over the last five years. […]

Face-off: Tenpin versus Hollywood Bowl

Tenpin bowling chains are like London buses. You wait around for years and then two of them list almost at the same time. Phil Oakley has already reviewed the UK’s biggest operator, Hollywood Bowl, but there’s more to be learned from the number two. Private equity owners of companies tend to list them on the […]