EV/EBIT in middle of reasonable 7-10 range according to my calcs (pls do your own analysis) ...so Jolly happy to ride ...no advice intended
27 Nov '13
Moving Up Nicely....
Ticking up nicely before next weeks results.
30 Oct '13
Everything's still looking rosey...
Five high-growth stocks the market has overlooked Three top-performing fund managers tip five stocks that retail investors may wish to consider buying before the rest of the market wakes up to their potential. One way of generating better returns in your portfolio is to find high-quality companies that have been largely overlooked by the market. Gervais Williams, manager of the CF Miton UK Multi Cap Income fund, says that retail investors often miss out because they tend to follow the crowd and only buy equities that already have a good deal of momentum behind them. "There can be some great companies out there, but they don’t have momentum behind them, so they can be overlooked," he said. In the next in our series of articles on how to become a better investor, we ask leading fund managers which stocks they are backing that have largely gone unnoticed by the rest of the market. International Greetings Group Williams’ first pick is the FTSE AIM-listed International Greetings Group. It is a business that designs, manufactures, imports and distributes gift packaging, stationery and creative play products. "One company that comes to mind is International Greetings. It is an excellent company and though it does have a bit of debt, it is trading on just five times earnings," he said. "They make things like wrapping paper, but it focuses on the value end of the market. They also make Tom Smith Crackers, which is a great business as we all buy crackers at Christmas." "International Greetings is big in the UK, but it is also big in Europe and is growing in the US," Williams added. Shares in International Greetings have been on a largely downward trend over the past three years. However, Williams says this means it is a great time to buy the stock. "Its share price fell as a result of one of its Australian subsidiaries going into receivership through no fault of its own," he explained. "The effect of that meant the whole group was downgraded and that is why it is disgustingly cheap. The company is also seeing good growth again, which is encouraging." It is Williams' largest holding in his CF Miton UK Smaller Companies fund, making up 6 per cent of his £10m portfolio. Elite Webb Capital Smaller Companies Income & Growth is the only other fund in the IMA universe to count it as a top-10 holding. hxxp://www.trustnet.com/News/466140/five-high-growth-stocks-the-market-has-overlooked/
23 Jul '13
New Business for IGR,,,
Transformers Beast Hunters range to launch in-store from Copywrite Designs A range of Transformers Beast Hunters back to school items are set to hit shelves in Tesco this month. Copywrite Designs – part of the International Greetings group of companies – will launch its branded Transformers stationery in 352 Tesco outlets in July/August. There are ten lines including popular products such as filled pencil cases, deluxe stationery sets and poster art sets. Hasbro provided Copywrite with comprehensive style guides for the range, including CGI images of the robotic characters, while the firm also played a key part in winning the space in the lucrative back to school aisle in the supermarket chain. With Transformers 4 hitting cinemas in July 2014, the exposure in Tesco will help momentum continue to build and keep the brand high in consumers’ minds. In addition, Bluesky Studios is also launching a collection of Furby school stationery and activity essentials in time for the back to school period. Taking inspiration from the toy’s expressions, characteristics and colours, the line includes a mix of plush pencil cases, stationery sets, notebooks, colouring pencils, sticker packs and novelty erasers. “Back to school is a big focus for Hasbro this year and we are excited to be working with stationery partners such as Copywrite Designs and Bluesky Studios,” said Caroline Adams, Hasbro’s category manager for hardlines. “We have some fantastic new launches this year with Furby and Transformers stationery.”
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