Good morning! It's just Paul today, Graham's busy.
I'm running a bit late, sorry about that, the first section should be up by 10am.
Agenda -
Paul's Section:
Eurocell (LON:ECEL) - a surprisingly upbeat, in line with expectations update from this seller of building products. It looks a nice value share, with sound finances, a low PER, and lovely 6% dividend yield. Worth considering as a long-term investment, depending on your macro view of course.M Winkworth (LON:WINK) - a micro cap estate agents. It's not clear why its shares are listed. Too small to interest me, and not good value either. Although H1 performance seems good, and is in line with expectations. No sign of a housing market downturn yet.
Explanatory notes -
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