Stock Picks | Video - 16 Stock Ideas And Whether The Markets Have Reached A Major Turning Point.

16th Nov '23 by Paul Hill

8 comments 1010 reads

Timestamps

00:00 Why the markets have reached an inflection point
05:20 Verici Dx
14:45 Gleeson Homes
18:25 Venture Life Group plc
25:30 PayPal
26:55 GBG Plc
28:45 Avingtrans
31:45 Destiny Pharma plc
36:40 Good Energy
37:30 IXICO
43:15 Saietta Electric Drive
46:10 Favourite UK dividend stocks: iShares dividend UCITS, Legal & General and TP ICAP
50:10 Undervalued smallcaps. Silver Bullet Systems & AssetCo plc (55:05)
61:00 Argentex Group PLC

Disclosure : I own Paypal, Assetco, GB Group & TP ICAP

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About the Author

Paul Hill

Premium Member

Stocks owned : EQLS, AGFX, Pfizer, Bristol Myers, Roche, WATR, VCT, MBH, ASTO, IOM, TR25, ESYS, ELCO, IHC, Paypal & AOM Elsewhere, I'm also paid by Vox Markets (as a contractor) to interview interview fund managers, capital market experts & companies (re EQLS, VRCI, BELL, FIN, AVG, AVCT, LLAI, VLG, FADL, SUP, ELCO, LORD , MPAC & ONC). I believe all these stocks are clients of Vox.Lastly my 24 year HIT RATE is only 62%. Meaning 38% of the time I lose money (ie often wrong) - albeit my winners are (on average) 1.5x larger than my losers. Please Do Your Own Research. more »

8 comments

Paul Hill

16th Nov '23

Despite the recent strong rally in all things smallcap, there's still plenty of juice left in the tank. Not least for those stocks who've not yet benefitted from the improved sentiment shift.

Rusty2

16th Nov '23

I don't know Silver Bullet Data Services (LON:SBDS) at all. By the way the tag is missing.

Re dividends roughly Shell (LON:SHEL) 4.5%, BP (LON:BP.) 5%, Lloyds Banking (LON:LLOY) 7.3%, these are Stocko figs.

I also hold Phoenix group (LON:PHNX) that is around 11%, also Legal & General (LON:LGEN) and Aviva (LON:AV.)

sharw

16th Nov '23

Paul - thanks for that. Verici Dx (LON:VRCI) was particularly interesting since I, like other EKF Diagnostics Holdings (LON:EKF) shareholders, have a small holding from the dividend in specie.

Sounds good but what I cannot understand is that while, following the RNS, the forecast revenue for 24 has moved from $4.9m to $8.99m the eps has crashed from -2.8c to --78.4c. That means that next year the company will lose per share almost 7 times the current share price. It is marked as one broker so presumably the house broker Singer.

Paul Hill

16th Nov '23

Great question sharw. I think these are Verici's latest estimates from house broker Singers

sharw

17th Nov '23

Thanks Paul. It looks as if 0.784c has been taken as $0.784 and converted to cents. The quality of data coming from Refinitiv to Stocko seems to be getting worse and worse.. I have hit the green button.

Not that I have great hopes of action - I sent this FOUR MONTHS ago:

Experian declares dvidends in $ but on request pays in £ with the
conversion rate being announced a couple of weeks beforehand. On your
page https://www.stockopedia.com/share-prices/experian-LON:EXPN/dividends
You show the $ rate for all except the 3/2/23 payment where you show
the stirling amount making your graph ridiculous as it takes 1p = $1 !!!
Can you replace the amount with 17c and then all will be well. All you
need do is take it from here https://www.investegate.co.uk/announcement/rns/experian--expn/first-interim-dividend/7435435 - please don't refer it to Refinitiv or I suspect you will be waiting weeks.

Click on the first link and you will see nothing has been changed.

Paul Hill

17th Nov '23

Thanks sharw

Indeed more broadly your comments are really useful for other investors to be aware of.

As otherwise we could all end up making simple valuation mistakes just because the raw financial estimates from Refinitiv are up the sprout.

Paul Hill

17th Nov '23

BTW sharw

If you're interested in Verici, then you may wish to watch this 20mins interview with CEO Sara Barrington after Wednesday's major licensing deal with Thermo Fisher.

&t=318s

Rusty2

17th Nov '23

Some others are up the spout also. 4imprint (LON:FOUR) is one. Analysts forecasts are still showing 2022 and 2023, even though the 2023 results were out in April, 23, believe this is just because of a wrong date on the results by Refinitiv. Stockopedia have the results yet the Stockreport has not been updated. This has affected several other stocks as well.

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Video - 16 stock ideas and whether the markets have reached a major turning point.

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About the Author

Paul Hill

8 comments

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