As a start to the New Year, please find below the latest output of the GMS screen as described in the original post for those who like me enjoy rummaging through the detritus of last year for new ideas! The screen is currently throwing up 32 companies with good long term quality metrics that have underperformed the FTSE All Share in the past 6 months, some significantly so. The table is ordered by proximity of the share price to its 52 week low.
BEWARE: some of these companies are likely to bark if you get too close, whilst others may be worthy of further research i.e. the recent underperformance is due to something temporary in nature as opposed to a business which is in structural decline. That's for you to decide. As an example Ashmore is exposed to emerging markets and the collapsing share price is related to a large exposure to Evergrande debt. Yes, that's the same Evergrande whose shares were suspended on the Hang Seng today. Happy Hunting!
Ticker | Name | Mkt Cap (£m) | RS 6m (%) | RS 3m (%) | RS 1m (%) | ROCE 5y Avg (%) | Op Mgn 5y Avg (%) | ROE 5y Avg (%) | CROIC (%) | Price vs 52w Low (%) | Yield Rolling 1y (%)
HL. | Hargreaves Lansdown | 6,427 | -17.45 | -8.39 | -0.12 | 69.46 | 64.43 | 62.51 | 226.16 | 4.92 | 3.34
ULVR | Unilever | 101,252 | -10.29 | -4.56 | 0.16 | 22.69 | 17.78 | 45.84 | 18.56 | 6.03 | 3.74
ASHM | Ashmore | 1,922 | -28.47 | -17.75 | -4.89 | 24.97 | 69.18 | 23.04 | 96.32 | 6.20 | 5.92
LSEG | London Stock Exchange | 38,614 | -14.79 | -10.58 | 0.43 | 11.12 | 30.91 | 11.70 | 16.98 | 6.58 | 1.48
BVXP | Bioventix | 177 | -16.85 | -17.80 | 0.82 | 63.02 | 76.98 | 55.58 | 102.14 | 6.58 | 3.53
ERM | Euromoney Institutional Investor | 1,011 | -13.98 | -18.74 | -7.07 | 11.08 | 19.11 | 9.55 | 10.34 | 6.65 | 2.46
SPSY | Spectra Systems | 61 | -10.93 | -6.09 | -5.31 | 12.92 | 27.00 | 14.00 | 28.35 | 7.14 | 5.08
POLY | Polymetal International | 6,211 | -20.39 | 2.64 | -5.92 | 22.70 | 36.05 | 38.50 | 17.32 | 7.32 | 8.34
SLP | Sylvania Platinum | 242 | -27.18 | -5.71 | -7.48 | 25.65 | 39.85 | 22.53 | 37.03 | 7.93 | 4.61
AJB | Aj Bell | 1,559 | -13.41 | -7.74 | -6.06 | 39.42 | 34.62 | 36.64 | 78.38 | 8.15 | 1.90
AAZ | Anglo Asian Mining | 129 | -21.98 | -16.51 | 1.93 | 16.30 | 25.34 | 12.89 | 26.76 | 8.17 | 0.00
BRBY | Burberry | 7,313 | -13.88 | -6.09 | -0.23 | 19.54 | 14.95 | 19.10 | 28.79 | 8.60 | 2.85
CNC | Concurrent Technologies | 57 | -19.95 | -13.90 | -3.40 | 13.41 | 16.39 | 15.78 | 22.97 | 9.15 | 0.00
MONY | Moneysupermarket.com | 1,160 | -19.16 | -1.62 | 3.81 | 46.48 | 28.73 | 42.76 | 30.01 | 9.81 | 5.82
CEY | Centamin | 1,027 | -17.16 | -9.67 | -8.53 | 16.52 | 31.93 | 9.40 | 29.29 | 10.45 | 5.24
JUP | Jupiter Fund Management | 1,418 | -12.96 | 0.25 | 4.80 | 24.17 | 37.49 | 20.75 | 16.47 | 10.61 | 7.20
TSTL | Tristel | 215 | -32.04 | -27.72 | 6.01 | 19.63 | 18.39 | 18.03 | 16.67 | 10.98 | 1.45
HSV | Homeserve | 2,942 | -12.20 | -6.20 | -5.55 | 12.86 | 12.61 | 16.68 | 13.50 | 11.12 | 3.63
RIO | Rio Tinto | 79,218 | -18.48 | -2.22 | 2.03 | 16.12 | 32.15 | 21.23 | 12.92 | 12.36 | 9.14
NETW | Network International Holdings | 1,640 | -23.24 | -22.96 | 2.22 | 13.47 | 27.03 | 24.80 | 11.35 | 12.51 | 0.58
QQ. | Qinetiq | 1,539 | -25.01 | -19.51 | -0.27 | 15.18 | 13.73 | 18.44 | 10.87 | 12.71 | 2.83
ITV | Itv | 4,450 | -17.37 | -2.71 | -4.35 | 23.73 | 17.02 | 51.22 | 22.72 | 12.74 | 5.10
XPP | Xp Power | 1,002 | -11.42 | -3.33 | -2.53 | 19.41 | 18.12 | 21.19 | 14.98 | 13.08 | 1.87
GAW | Games Workshop | 3,274 | -16.55 | -3.46 | 2.26 | 67.72 | 33.16 | 66.48 | 60.60 | 13.17 | 2.33
GAMA | Gamma Communications | 1,589 | -17.42 | -12.49 | -7.74 | 26.13 | 13.20 | 27.29 | 19.15 | 13.40 | 0.88
EAH | Eco Animal Health | 108 | -55.62 | -51.19 | -5.11 | 13.83 | 16.86 | 9.44 | 12.99 | 14.29 | 0.75
CMCX | Cmc Markets | 768 | -45.91 | -6.38 | 8.11 | 28.42 | 32.87 | 27.09 | 37.20 | 15.57 | 4.48
QTX | Quartix Technologies | 186 | -23.72 | -22.92 | 9.20 | 36.20 | 26.83 | 32.75 | 42.54 | 16.67 | 2.35
FXPO | Ferrexpo | 1,762 | -32.62 | -7.24 | -1.49 | 42.39 | 36.86 | 55.11 | 32.66 | 18.18 | 7.97
MCL | Morses Club | 78 | -32.16 | -27.61 | -2.15 | 16.30 | 11.97 | 14.48 | 34.78 | 18.37 | 9.23
MIND | Mind Gym | 143 | -19.80 | -27.92 | -19.17 | 39.42 | 11.76 | 37.32 | 46.88 | 18.75 | 0.00
ELCO | Eleco | 77 | -32.84 | -25.39 | -11.31 | 13.93 | 12.84 | 15.51 | 29.77 | 19.48 | 0.75
For those strange types that invest purely based on dividend yield, I offer the olive branch of a column showing the 1 year rolling yield in the final column
HNY, Si