Primary Recommendation

Softcat - 40 consecutive quarters of growth and a tidal wave of cashflow

December 2015

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.

I have always been attracted to Computacenter (CCC; 806p) as an investment so when a smaller rival, Softcat, made its debut on the Full List last month, I was naturally interested. If you think a business that sells computer hardware and software to the top-500 companies is a “boring” investment, take a look at Computacenter’s chart with a bottom-left-top-right trajectory. Fuelling its growth has been a move towards being a system integrator; look around you, we are all using more software and more hardware than ever before and corporates like the simplicity of having a single supplier for their needs.Softcat is like Computacenter because it also sells licences to software packages from Microsoft and others and pr ...

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Market Comment - December '15

First Derivatives - Becoming a Big Data specialist

Softcat - Benefits as customers accelerate buying decisions for IT (May 2020)

Softcat - 56 quarters of consecutive organic growth (December 2019)

Softcat (November 2018)

Softcat - Exceeding market expectations (August 2018)

Softcat - Gain since write up: 174% (June 2018)

Softcat - Forecasts raised for next three years (March 2018)

Softcat (November 2017)

Softcat - Strong start to second half (April 2017)

Softcat - 14.2p special dividend (November 2016)

Softcat (June 2016)

Softcat (April 2016)

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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