Your Top share for 2011

jimjames

atush wrote: »

I am just happy I have GPE lol

Me too, it is one of my biggest portfolio holdings. Since end of 2011 it is up 20% (now trading over 400p), just wish I'd topped up more when it dipped.

The selection from last year is a perfect example, I'd much prefer a slow & steady growth, I know it won't be spectacular with 5x increase but hopefully no rollercoaster either.

IronWolf

Just put in an order for Supergroup at 350p, hopefully it'll get filled today because Ive got a nasty feeling this price wont last over the weekend.

mr_fishbulb

mr_fishbulb wrote: »

Edit - maybe Mulberry too. Think it still has growth in it, but I don't understand women's handbags enough to put actual money in it.

Ooooh up 50% YTD. Maybe I should have bought some.

IronWolf

Wow, Mulberry is at eye watering P/E

I lost my nerve on Supergroup and bought in at 370p. Don't think that order would have ever got filled at 350p, should have just bought it when quoted at 358 and not tried to be clever

Glad its the new tax year too cos I got no cash left in my ISA

sabretoothtigger

Dont like to bet on retail sales of trendy clothing, I hope you know your fashion well

positive above 360 apparently

sabretoothtigger

I read SGP only profits of 43m per annum and market cap of 288. Isnt that quite good?

Main problem is they cant produce regular results

atush

jimjames wrote: »

Me too, it is one of my biggest portfolio holdings. Since end of 2011 it is up 20% (now trading over 400p), just wish I'd topped up more when it dipped.

The selection from last year is a perfect example, I'd much prefer a slow & steady growth, I know it won't be spectacular with 5x increase but hopefully no rollercoaster either.

I invest in this monthly thru the savings plan so don't 'trade' it thru my broker acct.

Got the booklet yesterday in the post, and it said they were up 17% last year I think.

has anyone doen a 2012 thread yet, or are they just carrying on with this one?

IronWolf

sabretoothtigger wrote: »

I read SGP only profits of 43m per annum and market cap of 288. Isnt that quite good?

Main problem is they cant produce regular results

Yes, £43m before tax, including £2m loss which shouldn't recur next year. About £9m profit reduction due to a huge mistake with their new warehouse system offset partially by £6m "gain" on currency derivatives.

There are several reasons for the profits being flat/slightly lower this year than last, like rising cotton prices and more management hired, but it shouldnt be a long term trend. Basic reason is they are expanding so fast and are having a hard time but they just hired an experienced COO for the first time which should improve things.

Plenty of growth potential left too, Im not usually one to get shares of trendy fashion labels but the share seems undervalued imo. £43m with £288m market cap, the way I see it theres not much downside if growth stops, and plenty of upside if growth continues.