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http://www.fool.co.uk/investing/2014/10/31/is-now-the-perfect-time-to-buy-wincanton-plc/

this share price movement isn't good and is puzzling for a company that has proven itself to be growing fast and is cheap (and paying a prospective yield)...

Hi mate, Yes I see what you’re getting at. In light of that the share buy back plan does appear that it probably is a missed opportunity! Happy to provide you other investments that I’m looking at / hold. Presuming you’re looking for companies with similar characteristics to this, SafeStyle (SFE) is a superb choice IMHO. It’s cheap, it’s growing, it pays a decent yield, and has a superbly lightweight & cash-generative business model. It combined value, quality, and income – basically everything you’d want in a company really but, of course, DYOR. I have other investments of course – my largest holding is a huge value play, and the rest are a mix of value and growth, and then I have one blue-sky speculative stock in there too. But I’m not convinced you’d be interested in them so I’ll leave you with just my SFE tip (for now?) As for other investments (which I don’t hold) EZY is tickling my fancy at the moment. It’s moderately cheap (worth about 1650-1700p I reckon), its yield is set to increase to about 3.1% also, and its benefitting from low oil prices at the moment. It’s the one company further up the food chain that I’m really liking the look of. How about yourself? What other investments do you have / are looking at? PS - apologies for taking so long to reply to you!

Basic Materials Over the last week, British Polythene Industries (BPI) has jumped in the StockRanks by 15 points to 91. Aquarius Platinum (AQP), on the other hand, has dropped by 22 points and now has a StockRank of 36. British Polythene Industries OkUzHUY2U10a56YBNIE__OS2daMblM5LjqjMArzO British Polythene Industries (BPI) is a producer of polythene film in Europe. The company faced problems in the first half of 2014, as bad weather hurt demand for agricultural films. The company also faced setbacks in North America, as business was negatively impacted by the late delivery of replacement machinery. Revenues were actually lower in the first quarter of 2014 (£281m) as compared to the first quarter of 2013 (£282). This could help to explain why the company looks cheap, with a PE ratio of just 12.5, a P/S ratio of 0.3 and an overall ValueRank of 86. Nevertheless, some of the company's raw material costs are falling and the management team reports that 'the order books are sound'. Perhaps these factors are causing the brokers to become increasingly optimistic about the firm. Brokers believe it is a 'Strong Buy' and analysts are upping the numbers. Since February, EPS estimates have risen from £58.05p to £61.73. Over the last month, the company has beaten the market by 1.5% and the firm's overall MomentumRank is 81 - in the top quintile of the market. - See more at: http://www.stockopedia.com/content/stockranks-upgrades-and-downgrades-october-28th-87283/#sthash.3b9dfZWc.dpuf

If there's a cold winter and/or energy companies hike up energy prices hugely again then it'll make the energy efficiency benefits of installing pvc windows greater ... ...This will lead to more people purchasing pvc windows ... ...and this will naturally lead to SFE picking up even more business!

You're not the only one lol

DD, This is ignorant of me but I did not know PVC windows were made using crude oil so thanks for pointing that out. Furthermore that is why I never made the astute connection you have that lower crude oil will result in lower manufacturing costs and hence better margins! It seems as though the market hasn't cottoned to that either (or the value here in general). Never fear though because it means that the FY results will either show even-better-than-expected figures (sometimes referred to as an 'earnings suprise') or an even-better-than-expected outlook. Either way it's great news that should boost SFE upwards moreso. Going slightly O/T - there's a fund called CF Miton Multicap Income (or something along those lines) whereby SFE has gone from their top holding to their 4th or 5th very suddenly. i.e. they've been selling recently and that helps explain the price fall. Going further Off Topic - their top holding is now SHOE which is another share I really like the look of but seems to have taken off without me! So I'm more likely to top up here then because IMHO they're very similar companies (but SFE has a superior business model due it being even more lightweight) Very best regards, Dan

based on the underlying PBT of £55m for the FY just gone by would equate to 66.3p or 10.2% at the current price. But that is based on the assumption that PBT remains flat. If it tanks then the yield may not increase much and the share price could fall making investment based on today's news a very poor one. Interesting though...

Yes you're right. In fact I think today's fall is more about the shares in issue increasing by 3.4% more than anything else. Bit annoying, I know, but AEO is a cracking company and the share price will recover and reach 90p again in the coming months I reckon

I know loads of us were baffled by the price not rising more so on the back of those FY results but, if we're being honest, I'm sure many of you feel as surprised as I do that the price didn't fall upon ex-divi date.

looks like it might be the issue here. Having dug down a little deeper there's only 12.7m shares in circulation and, as of 9th July 2014, 65.5% of them were held by the BOD or by IIs. Therefore there's only 4,378,000 shares available to PIs in total. So yeah it's pretty illiquid.

PE ratio of 7.2 This suggests something's wrong with the finances or the profits are very volatile. Neither is true. The balance sheet is good and profits have grown year on year since 2011. It can also suggest the outlook is poor and yet it isn't. The BOD sound bullish. Therefore the PE is not suspiciously low - it's attractively low. Secondly the EV/EBIT is 7.3 - again this is absolutely superb! Thirdly the TNW is 47% which is above average Finally the yield is an astonishingly good 4.9%. Conclusion This is very very cheap. I love the value. But the lack of price movement concerns me, and it's annoying I miss the yield this year.

Ah but I've just noticed that the outlook for 2015 was for profits to stay flat. Hence the subdued share price I presume. Well the dividend here is good and fairly likely to increase considering the above. Perhaps worth a punt...

Based on £221.7m MC PE of 12.5 and yield of 4.7% - both good EV/ EBIT of 11.4 or 10.9 when yield adjusted - good TNW of 39% - alright Overall the fundamentals look decent Technically it's near it's year low & seems to be recovering in line with shares like sainsbury's etc - probably because they're oversold and the market is buying into now in the lead up to Christmas Therefore technically it looks decent in my opinion Could see this rising 10-14% over next few months.

http://www.iii.co.uk/articles/193292/safestyle-uk-plc-gains-push-south-england http://www.iii.co.uk/articles/183804/four-small-caps-primed-outperform

At 250p PE = 6.6 Yield = 6.9% EV/EBIT = 11.1 Yield-adjusted EV/EBIT = 10.7 TNW = 19.5% ABOVE the Market Cap Facts 2014 Rev was 2.7% up, PBT was 16% up, TNW was 1% up The reason for the large increase in PBT despite revenue only increasing marginally is because the profit margin improved. Since then the profit margin must have been impacted by the price war and total Sales are down 2.4% YTD, thus - from my calculations - you could expect PBT to fall 8.5% on this basis HOWEVER 1) I reckon Sainsbury's will be able to charge a higher price than others because people who shop at Sainsbury's are less motivated by price / more motivated by product quality. 2) We're in the run-up to the Christmas period and I can envisage Sainsbury's (and M&S) doing very well during this period with some good advertising; and people become less price motivated around Christmas thanks to a feel good factor etc Therefore I reckon the FEAR caused by the price war etc has been overestimated here. I reckon Sainsbury's profit will fall but by a smaller margin than the market expects. Furthermore the fact this company is trading below TNW speaks volumes!! and the yield if to die for! Conclusion Buy

Article shows regulatory failure and threat to its dividend http://sharecast.com/news/united-utilities-tight-lipped-on-ofwat-as-h1-profits-flat/22072994.html Since then Ofwat has forced UU to provide a 4.1% reduction in real terms over the 2015-20 period More to come...

No I mean they are STILL looking cheap, even after the rise that day!

At 812p / MC = 5,544 ... PE of 7.5 Yield of 4.4% EV/EBIT of 11 Yield-adjusted EV/EBIT of 10.6 TNW = ~38% Looks well run but need to look into why this seems cheap. Noticed director sells, but is there also regulatory issues?? Very defensive though so this is very cheap. Worthy of further research

from it's recent 143p low. C'mon SafeStyle!