take profits

4410 days ago

Anpario (Kiotech as was) – one for the cat litter?

I recommended shares in Anpario (ANP – Kiotech as was) back in August 2009 at the equivalent of 103.5p on t1ps.com. Today shares in this international supplier of natural feed additives which enhance the health and output of animals trade at 113.5p – up but not by much. The company is capitalised at £20.5 million. Results announced last month for the first half of calendar 2012 provide the platform for me to take a new look at the investment case…

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4420 days ago

James Cropper: Sell and bank gains

I first recommended shares in specialist paper and materials group, James Cropper (LSE: CRPR) back in November 2002 at 168.5p on a site that I now feel no need to mention. There have been dividends along the way (70.3p to be exact) but with the shares currently at 177.5p the total returns have clearly not been as I would have hoped (a mere 47%). Having said that the stock has recovered from low early 2009 levels (54p) at which point I was urging followers to average down aggressively. But what to do today?

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4421 days ago

Chamberlin: Take Profits on fears over earnings visibility

I first recommended shares in foundries and engineering company Chamberlin (LSE:CMH) on a website that I do not mention any more, back in November 2003 at 161.5p. Now at 187.5p, the bare stats show that this is one that has not exactly roared ahead. However, those who kept the faith – and averaged down aggressively as I advised – when the shares were trading at sub 40p in early 2009 are probably a bit happier. The current share price represents a more than 4½ year high and is a testimony to the focused modernisation work that has been undertaken within the company by its top notch turnaround CEO Tim Hair. But what does a trading statement issued today mean for the shares? This is my take…

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