Primary Recommendation

Carphone Warehouse - 'Triple play' opens up huge opportunity in BT's back yard

January 2006

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

At first glance it might seem odd that shares in Carphone Warehouse, the UK’s largest independent mobile phone retailer, are hitting all-time highs, given the fragile nature of consumer confidence. But Carphone has fashioned a lucrative sweet spot for itself as cut-throat competition between network operators has forced them to throw large subsidies into providing extremely attractive phone deals for the consumer. This, in turn, has meant that customers flock to its stores come rain or shine and Carphone has milked this phenomenon with remarkable success, with its turnover increasing an incredible thirteen-fold and pretax profit more than seven-fold in the last seven years. But the current excitement reflects the realisation ...

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Caphone Warehouse - Finally solving TalkTalk problems; eps to soar to 25.5p in â€˜09 (July 2007)

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Carphone Warehouse - Massive triple play opportunity (July 2006)

Carphone Warehouse - Acquisitions push shares to new high (February 2006)

Carphone Warehouse - Cautious outlook (May 2005)

Carphone Warehouse - Dispels high street gloom (March 2005)

Carphone Warehouse - Beats forecasts again (November 2004)

Carphone Warehouse - Over 500,000 TalkTalk customers (September 2004)

Carphone Warehouse - 385,000 TalkTalk customers (July 2004)

Carphone Warehouse - 30% increase in connections (May 2004)

Carphone Warehouse - New residential fixed line business going great guns (December 2003)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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