The veterinary services specialist eyes a recovery led by its businesses Down Under
Simon Thompson: The modestly rated company is delivering double-digit sales growth and bumper earnings growth
Simon Thompson: As more non-core businesses are sold, investors will be able to focus on earnings growth potential
Stock Screen: We refresh our most successful post-pandemic screen, but also uncover some concerns about future returns
Simon Thompson: It continues to win major contracts, and rising sales are supporting bumper earnings growth
Simon Thompson: Investors in a ship leasing investor should ignore short-term volatility
JPMorgan鈥檚 analysis suggests that while prospects have improved, valuations have yet to respond
The company has upgraded guidance twice this year, but still trades as a value share
Simon Thompson: Earnings are upgraded 19 per cent and the shares trade 36 per cent below NAV
Simon Thompson: Shares trade 40 per cent below NAV even though the fund is exposed to rampant precious metals
