Updates

Quindell - Gain to date: 344%

March 2014

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.

Since our last update in December, QPP said it has won £350m of outsourced motor insurance claims processing across a number of brands, including those belonging to one of the UK's largest motor insurers. QPP expects these new contracts to reach full run rate by end of H1.But it hasn't been this that has made the shares catch fire; instead, it was news from QPP that its software and consultancy division has also been performing very strongly, with telematics the fastest growing segment. As a result, management believes the current “consensus expectations for its technology revenues are likely to be significantly exceeded in 2014.” Because this is also a high margin area (80% versus 25% for outsourcing), for ...

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Lavendon

Helphire

Quindell - Hit by bear raid (May 2014)

Quindell Portfolio - Moving to Full List in March (December 2013)

Quindell Portfolio (November 2013)

Quindell Portfolio (October 2013)

Quindell Portfolio - Proves the doubters wrong (September 2013)

Quindell Portfolio (June 2013)

Quindell - Break through agreement with RAC (May 2013)

Quindell Portfolio (February 2013)

Quindell Portfolio - Another eps enhancing acquisition but.... (January 2013)

Quindell Portfolio - Mercurial share price rise continues (December 2012)

Quindell Portfolio - Blow out year ahead (November 2012)

Quindell Portfolio (October 2012)

Quindell Portfolio (July 2012)

Quindell - Â£120m contract win and broker sets 24p share price target (June 2012)

Quindell - Buys a whiplash rehabilitation specialist on c.5x profit (May 2012)

Quindell - Expects "significant contract wins" (April 2012)

Quindell - Â£30m placing to accelerate growth (March 2012)

Quindell Portfolio - Five earnings upgrades (February 2012)

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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