DFS is a better business than its valuation suggests

DFS may not fit the definition of a quality growth stock but its profitability and cheap valuation means its shares are worth a look.

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It’s very easy to dismiss DFS as a boring and unexceptional business in a low growth market. A closer look at the company suggests that it is actually a very good business.

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There’s much to like about Victrex but it needs to up its growth rate

Victrex has many of the hallmarks of a very good business, but without sustainable profits growth it will struggle to reward long term investors.

Photo by Jim Witkowski on Unsplash

One of the key characteristics I look for in a company is its ability to solve problems for its customers. Problem solvers have the potential to carve out very profitable niches for themselves that can be hard for competitors to copy. If the markets for niche products can grow then you may have the ingredients for an outstanding long-term investment.

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Is Wickes an unloved spin off?

Some simple techniques for analysing quarterly or half year reports can give investors valuable insights into a company’s performance and future prospects.

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In Joel Greenblatt’s excellent book “You can be a Stock Market Genius” one of his tips for finding potential winning stocks is to look at what are referred to as “spin offs".

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Quality Shares Weekly: 17th September 2021

Phil's weekly thoughts on the markets along with his views on Games Workshop, Fevertree, AB Foods, JD Sports, Ashtead and Restaurant Group.

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Has the stock market bull run finally run out of steam? It feels like it.

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