Primary Recommendation

Victoria - To double sales within 18 months to US$1bn

March 2016

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.

At the start of the millennium, when everyone else was looking for the next sexy dot com, legendary investor Warren Buffet was quietly carrying on his investment strategy of picking old time businesses, a strategy that has worked well for him. His Berkshire Hathaway (NYSE: BRK) investment firm's 2000 and 2001 purchases comprised Shaw Industries (carpets), Johns Manville (insulation), Benjamin Moore (paints) and Justin Industries (a boot maker). Of that list, the largest - incidentally also the largest business ever acquired by Buffet outside his insurance companies - was Shaw Industries, the carpet manufacturer. What had attracted Buffet to a seemingly dowdy flooring industry was the formidable cashflow coming ...

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Fusionex - Signs reseller agreement with Cloudera

Victoria (January 2024)

Victoria - Stockpile of ceramic tiles built (January 2023)

Victoria (November 2022)

Victoria - Eps of 46.3p forecast for next year (August 2022)

Victoria (May 2022)

Victoria (December 2021)

Victoria - Forecasts lifted 12% (November 2021)

Victoria (August 2021)

Victoria (July 2021)

Victoria (June 2021)

Victoria (April 2021)

Victoria - Reports best ever Q3 (February 2021)

Victoria - Tremendous acquisition opportunities (December 2020)

Victoria (June 2019)

Victoria (January 2018)

Victoria (December 2017)

Victoria (September 2017)

Victoria (March 2017)

Victoria - 5-way share split (October 2016)

Victoria (August 2016)

Victoria (May 2016)

Victoria - Eps forecasts upgraded to 80.1p and 105.5p (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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