Category: Stock Watch

Stock Watch – Portmeirion

Portmeirion Group is based in Stoke on Trent and is a leading maker of homeware products such as tableware, cookware, placemats, candles and fragrances. It trades under some well-known brand names such as Portmeirion, Royal Worcester, Pimpernel, Spode and Wax Lyrical. Around half its products are manufactured at its own site in Stoke on Trent […]

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 […]

Stock Watch: Superdry

Superdry wants to create a global lifestyle brand by selling premium, high quality and affordable clothing to people. Its brand may not be as recognisable as leading sportswear brands such as Nike or outdoor brands such as North Face but its distinctive logos with Americana and Japanese graphics are not an uncommon sight. Superdry is […]

Stock Watch: InterContinental Hotels

Disclosure: At the time of writing I own shares in InterContinental Hotels. InterContinental Hotels (IHG) can trace its roots back to the Bass brewing company. Bass, long known for its ales set about turning itself into a leisure conglomerate with pubs, Gala Bingo, Coral bookmakers and hotels. In 2000, the company sold its brewing business […]

Stock Watch: Cranswick

Cranswick is a UK-based food producer. It specialises in the production and selling of pork and poultry products. The sales mix of its business is as follows: Fresh Pork (34% of sales) – Cranswick is the third largest pig producer in the UK. Its own herd of outdoor reared pigs provides 18% of its own […]

Stock Watch: Domino’s Pizza

Domino’s Pizza is a very good business. It has exploited the trend of the growth in take-away pizza superbly and now has a 46% share of the UK’s £2.1 billion pizza market. For many years it has been able to grow its sales and profits whilst producing high profit margins, high returns on capital employed […]

Stock Watch: Hollywood Bowl

Hollywood Bowl is the UK’s largest operator of tenpin bowling centres. It currently has 58 centres across the UK with 43 trading under the Hollywood Bowl brand, 4 as Bowlplex and 11 as AMF. In total, these centres have 1,390 bowling lanes. The average size of each centre is around 30,000 square feet with 24 […]

Stock Watch: Galliford Try

Shares in building and construction company Galliford Try have been hammered since it announced its half year results a couple of weeks ago. The results themselves were pretty good but the shares have crashed due to other reasons, namely: Cost overruns in its construction business. A cut in the dividend – albeit a small one. […]

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