Reed’s Q1 IMS statement this morning was more of the same, which for    those looking for excitement and change will have been a damp squib.    Beyond the date, the release was bereft of numbers while the    commentary essentially reiterated the trends in trading seen last    year and expected to be maintained […]
Continue reading
Valuation recovery running ahead of trading momentum Stock: UBM Plc (UBM LN) Price: 634p Target: 595p Upside: -6% Recommendation: Trading Sell Investment summary UBM was or top pick in our “Telecom & Media Dividend Watch†review at the beginning of the year (4 Jan 2012) and after a +29% share price appreciation since then (+24% […]
Continue reading