Primary Recommendation

West China Cement - Bigger rivalâ€™s IPO oversubscribed (Prospective PE of 13 versus 3.9 for WCC)

August 2009

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.

Investors are coming round to the view that the emerging markets of China and India have decoupled from the US and will see higher economic growth than might have seemed plausible a few months ago. This is being driven by a growing realisation that both these countries are less dependent on American spending than previously thought. In addition, governments in the developed world have had to respond to bank collapses and spent cash cleaning the balance sheets of faltering banks whereas the lack of banking disasters in Asia has meant that Asian governments have proven better able to respond to economic weakness with stimulus measures such as rate cuts and government spending programmes. In fact, the World Bank forecasts that the e ...

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JD Sports Fashion - Looks 50% undervalued compared to peers

Lavendon

West China Cement (February 2011)

West China Cement - Take a part profit. Gain to date: 617% (January 2011)

West China Cement - Heavily over-subscribed HK placing (September 2010)

West China Cement - To list on HKSE on 10 August (August 2010)

West China Cement (June 2010)

West China Cement (May 2010)

West China Cement - Shares head over Â£6 after barnstorming results (April 2010)

West China Cement - Shares break over Â£5 (March 2010)

West China Cement - PMHL's sale highlights undervaluation (December 2009)

West China Cement - Reveals plans to list in London or Hong Kong (September 2009)

West China Cement - Explosive organic growth (May 2009)

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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