Primary Recommendation

Gocompare.com - Price comparison group heavily over-sold on prospective PE of 7.8

January 2019

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.

Having written this newsletter for the best part of 19 years, I’ve seen two violent down cycles and three booms and one lesson I have learnt is that during stock market wobbles like this one, even the strongest companies can get swept up in the gloom. But those depressed PE ratings often create the platform to find the next doublers and multi baggers.One example is Gocompare.com, the price comparison website famous for its quirky adverts featuring fictional moustached Italian opera singer, Gio Compario, exhorting customers to “Go Compare” their car and household insurance. Go Compare operates in a sunrise industry with the price comparison sector benefiting from the tighter spending backdrop, forcing consumers int ...

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2019 NAPS - Nine selections

B&M European Retail

GoCo Group - Bid approach at 136p-a-share (January 2021)

GoCo Group (September 2019)

Gocompare.com - Chairman buys nearly 18m shares! (April 2019)

Gocompare.com (October 2018)

Gocompare.com - Acquisitions boost growth (August 2018)

Gocompare.com - Marketing margins jump 230 basis points (April 2018)

Gocompare.com - Acquisition means upgrades are likely (February 2018)

Gocompare.com - Rejects bid approach but another is likely (January 2018)

Gocompare.com - Marketing margin leaps 5% (September 2017)

Gocompare.com - Terrific demand profile for price comparison website (May 2017)

Gocompare.com - Price comparison site hoping to emulate Moneysupermarket.comâ€™s success (April 2017)

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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