Simon Thompson: Shares trade on a PE of 8.5, even though directors are confident of delivering 20 per cent EPS growth
The high-yielding audio equipment company has faced a series of external shocks
Simon Thompson: Disposals are deleveraging its balance sheet, which de-risks the investment case
The company trades at a sizeable discount to the consensus target rate
Solid cash flow is helping fund both dividends and investments into new growth areas
Simon Thompson: The chief executive of a software company has been on a share-buying spree, and it鈥檚 easy to understand why
Simon Thompson: A new management team has taken decisive action to right the business
Simon Thompson: Profits are forecast to double, and expect earnings upgrades if a $200mn contract is signed
Simon Thompson: Shares trade on a 37 per cent discount, even though holdings are selling well above their valuations
As spending increases in the sector, companies such as this are reaping the rewards
