Primary Recommendation

Swallowfield - Personal care brands to reach 70% of enlarged profit by 2020

November 2018

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.

Stock market wisdom is that companies which embark on a strategy to replace low growth, low margin turnover with faster growing and more profitable activities are rewarded with a far higher PE rating but in the case of Swallowfield, which has made such a transition, a slight stumble has seen the shares unfairly whacked. In just three short years, Swallowfield has transformed itself from a humdrum contract manufacturing business to one dominated by owned brands in the fast growing areas of personal care & beauty. This new strategy has driven a startling increase in eps from 6.5p in the year ended 30th June ‘15 to 23.2p in FY’18 while the quality of earnings has also improved with owned brands expanding from virtually nothi ...

To access our archive of articles and to receive current issues you need to subscribe.

Subscribe now

Already a subscriber? Login

Medica - Fast growing provider of teleradiology services looks very cheap

Swallowfield (June 2019)

Swallowfield (September 2018)

Swallowfield - Price target rises 20p to 390p (April 2018)

SWallowfield - Shares spike to over £4 (December 2017)

Swallowfield - Personal care brands could trigger supercharged re-rating (July 2017)

Swallowfield - Shares spike to new high (April 2017)

Swallowfield - Brands division to drive eps from 6.5p to 27.5p between FY15 and FY19 (February 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.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X