(bearing in mind that it takes me a while to read about these things, none of this information in new, its based on things that have been available for a few weeks now)
Only two potentially interesting things this week.
Tanfield group, the milk float maker have recently launched a 7.5 tonne delivery truck aimed at the courier market, and theres quite a positive vibe about electric vehicles at the moment. The FT chart shows that the price has risen somewhat over the last few months, with a slight fall back in the last week or so. I would consider this a good time to buy. The fundamentals look good and theres plenty of potential for interesting things in the future.
The results from Waterman Group are the kind of thing I’m looking for, advancing turnover, profit, earnings and dividend, albeit only by between 4% and 15%. I’m somewhat opposed to consultancy as a general rule, since most seem to be money grabbing, but that doesn’t mean they’re all bad, and they are making steady progress on the rest of the fundamentals. I don’t know enough about their field of expertise to know whether they’re good or not.
Of these Tanfield are looking more interesting to me, interesting enough that I would buy some but they’re traded on AIM so cannot be held in my ISA. Waterman aren’t the kind of thing I’m looking for at the moment, they’re too safe, I’m after something a little more exciting.