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 -
A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals, not trying to predict market sentiment.
We...
