French Connection in 2 minutes 9 seconds
In for the long haul
Stephen Marks, French Connection’s chairman and chief executive, has just experienced the most difficult winter season in all his years in business. That’s saying something considering he founded the fashion company in 1972, and rescued it after the recession of 1989.
Premier Foods in 2 minutes 11 seconds
Exceedingly good brands, damaged company
New management is dealing with Premier Food’s onerous debt, but they only have a two year window in which to turn the company around or it may no longer be making exceedingly good cakes.
Holders Technology in 2 minutes 8 seconds
Up for the challenge
Holders Technology sees the current year as “one of both significant challenge and great opportunity”, a fair assessment considering the stress on the distributor’s finances as it repositions itself in a growth market.
Churchill China in 1 minute 53 seconds
The price is wrong
Churchill China is a stable, profitable manufacturer of tableware with a proud heritage that has found an answer to low-cost competition. The only questionable thing about it is the price.
National Milk Records in 2 minutes 34 seconds
More speculative than it looks
With an oligopolistic position in the milk recording market National Milk Records is a promising candidate for the Thrifty 30 but its pension obligation leaves a sour taste in the mouth.
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RB on Twitter
- @pdosullivan Thanks Philip. Ditto.
- Interesting thoughts from @mcturra2000 on magic formula investing http://t.co/JEq0Ak1j my reply: http://t.co/UHRnYZKR
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Latest posts
- French Connection in 2 minutes 9 seconds
- Restoration man
- Redefining French Connection
- Leases key to retailer’s financial position
- Ambivalent about French correction
- Three earnings yields
- Premier Foods in 2 minutes 11 seconds
- Throwing the net wide open
- Holders Technology in 2 minutes 8 seconds
- Churchill China in 1 minute 53 seconds
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