Category: Equity Research

December 2019 Research

With the upcoming Board of Advisor’s Investment Committee. Our analysts have provided an update on our holdings with their recommendations.

Each of these reports will be discussed at the upcoming meeting 04/12/2019.

Ashtead Update (PDF Format)

Hotel Chocolat Update (PDF Format)

Updated Equity Research Reports

With the upcoming Board of Advisor’s Investment Committee. Our analysts have provided an update on each of our holdings with their recommendations.

Each of these reports will be discussed at the upcoming meeting 26/03/2019.

Ashtead – Update (PDF Format)
Electrocomponents – Update (PDF Format)
Halma – Update (PDF Format)
Hotel Chocolat – Update (PDF Format)
IG Group – Update (PDF Format)
NMC Health – Update (PDF Format)


James Stenson- CEO – LSMIF

March Equity Research

Click each company to open a report in PDF format.

IG Group Holdings PLC
NMC Health PLC

Please note –  Reports listed may or may not be invested within. These are proposals put forwards by our members. A few each month will be selected to become part of our portfolio.


James Stenson – CEO – LSMIF

February Equity Research Reports

Click each company to open a report in PDF format.

John Laing Group
Brewin Dolphin
Sage
Hotel Chocolat
Halma
GlaxoSmithKline
Ferrexpo
Electrocomponents

Please note –  Reports listed may or may not be invested within. These are proposals put forwards by our members. A few each month will be selected to become part of our portfolio.


James Stenson – CEO LSMIF

Ashtead Group – Equity Research Report

Please click the image to see the full version (PDF Format)

James Stenson – CEO – LSMIF

 

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