Sharewatch : First to spot the value At Sharewatch, we're renowned for our ability to spot significant market trends ahead of the pack. Back in 1996, long before it became fashionable, we saw that IT, software and IT recruitment consultancies were going to reap large rewards by fixing millennium bug problems. We recommended ten particularly attractive stocks, which all turned into strong performers. We told readers to sell in advance of the explosive run of Y2K growth playing out.
Again in 1999-2000, ahead of the market, Sharewatch spotted the massive implications that the internet would have on businesses. Tucked away from mainstream view, we found some fantastic internet opportunities. For instance, Sharewatch first tipped internet security stock Zergo (now Baltimore) in 1998 when it was a mere 25p. We recommended part sale of shares at £12.60 in March 2000, after one time making over £13.70. One Sharewatch reader claims to have made £2m from his Baltimore investment alone (quoted in Shares magazine). Other trends where Sharewatch has been in on ground level include our preference for companies that are valued by their intellectual property assets. Recently, we've also been among the first to recommend shares in firms involved in long-term social outsourcing with winners including Mears, Synergy Healthcare, Connaught and Erinaceous. A list of our recent recommendations and a brief reason as to why we featured them is available below. But remember, the value of our recommendations comes not from the company name but the detailed reason for recommending them. We have put three years of research online (and are in the process of putting earlier research online also) which we've indexed so you can quickly find the best information on the web. What have we got in our archive? Take a look by putting a company name into the search or download a sample issue. But remember, you need to be a subscriber to access the full article. 
Company Index Accident Exchange - Credit hire growth at metoric pace
Aero Inventory - Forecast sales and profit to triple
Air Music & Media - Growing like topsy
Albermarle & Bond - New loan product under wraps
Ambient Media - Moneybox strategic options decided
Arena Leisure - Potential for global betting barely scratched
ArmorGroup - Security firm growing like topsy
Armour Group - Expecting profits to be upgraded sharply
Auxinet - Sales growing every quarter since 1999
Avanti Screenmedia - Roll out of in-pub music screens
BATM - About to move into profitability
Begbies Traynor - Insolvency practitioner seeing strong like-for-like growth
Belgravium - Targets the larger European opportunity
Bema Gold - Kupol gold find in Russia could be "company maker"
Bespak - Pfizer's Exubera to excite shares
BioFocus - Nomura 600p share price target
Black Sea Property Fund - Geared Bulgarian property play
Bloomsbury - Harry Potter sequel this Christmas?
Blueheath - Interesting business dynamics
Business Post - Postal service competition on 1 January 2003
CA Coutts - Sale of Essex site may lift forecasts
Cambrian Mining & Finance - Western Canadian Coal could excite
Cambrian Oil & Gas - Reverses into Silvermines
Centurion Electronics - All guns blazing into Europe
Character Group - Polaroid branded digital cameras
Chorion - Shares break higher
Civica - Very predictable revenue stream
Comino - Constellation takes stake
Corin - Hip and knee engineer to join Full List
CNG Travel - Prospective PE of 4.6
Country and Metropolitan - Affordable housebuilder on PE of 5.3
Cranswick - Significant acquisition of Perkins Chilled Foods
Creston - Looking to triple in size in two years
CSS Stellar - Strong recovery prospects
Debt Free Direct - High level of repeat revenue
Deltron Electronics - Beeson forecasts eps of 9.7p and 14.5p
Detica - Launches Streamshield product
Devro - Fast growth returns
Eckoh Technology - Voice recognition services growing
Edinburgh Oil & Gas - Action due August/September
Electric Word - Publisher in public sector niche
Entertainment Rights - Tweenies & US expansion boost profits
2Ergo - Growing like topsy
Erinaceous - AIM debut with little fanfare
Eurodis Electron - Meeting with management
Expomedia - Targets conferences in India
Fayrewood - Trading ahead of expectations
Ferraris - Emerging medical device manufacturer
Findel - Acquisition fuels growth of education division
Filtronic - Roll out of 3G could see shares soar
Financial Objects - Fund managers moving back into techs
FireOne - NETeller e-wallet competitor - new issue
Flying Brands - Launching new initiatives
French Connection - Boots to launch licenced ladies' toiletries this autum
Future Network - Hasn't lost its edge
GB Group - Growing online authentication service
Geest - Salad sales recover strongly
Genus - Mighty operating margin of 14.6%
Glisten - Moves into fast growth cereal bar sector
Goals Soccer Centres - Unique on the London market
Gulf Keystone - Exciting prospect for 2005
Health Clinic - Substantial recurring revenues
Hercules Property Services - Deacon quickly rebuilding book
Highbury House - Consumer publishing still doing well
Holmes Place - Cannons to return with lower offer
Homestyle - Results on 23 July
Huveaux - Very attractive mix of publishing assets
ICM - Disaster recovery growing quickly
IFTE - Growth from fire safety systems
Imagination Technologies - Strong newsflow in coming weeks
Ingenta - Sector heats up following T&F/Informa merger
Invox - To beat market expectations
IP2IPO - High quality pool of intellectual property
Inter Link Foods - Rising star in food sector
Invu - Very attractive business dynamics
James Fisher - Nuclear decommissioning market wide open
JJB Sports - Prospective PE of 6
Just Car Clinics - Small but ambitious body shop chain
KBC Advanced Technologies - Two directors buy
Kewill - Focusing on SCM software
Kingston Communications (Hull) - Cash outflow starts to decline
Kleeneze - Faster growth from TV shopping and internet
La Tasca - Largest chain of spanish restaurants
Latchways - Recovering strongly
Litho Supplies - Looks poised to shine when the print sector recovers
London Asia Capital - China play
London Bridge - 48% of revenues "repeat" in nature
Luminar - November review statement expected
Macro4 - Growing BIL division generating high level of repeat sales
March Networks - Growing sales like topsy
Majestic Wine - UK per capita wine consumption double since 1981
Management Consulting Group - CEO Parry set to revitalise Parson
Mayborn - One of few shares to hit a new high
Media Square - A tiddler in the marketing sector
Medisys - Futura Safety Syringe launched
Melrose Petroleum - Growing cash flows
Merrydown - Launches Shloer Dilutable
Metal Bulletin - A trade publisher to follow
Morse - Spikes up following Azlan bid
Microgen - Strong sustainable sales growth at Telesmart
Moneybox - Forecast of 3.8p for next year
Morgan Sindall - Social housing sector key driver
Multi Group - Health and safety driving demand
NCipher - Database security being addressed by cryptography
NETeller - Far East move imminent
Netstore - Two quarters away from profitability
New Media Spark - Newsflow will drive shares higher
Nord Anglia - International schools and nurseries drive strong growth
NSB Retail - Steady flow of orders in January and February
Omega International - Improving margins and orders
OneClickHR - Moving into enterprise solutions
Ottakars - Strong second half publishing schedule
Parity - Training side now has five framework agreements
Parkwood - Bullish on prospects
Patientline - A high quality repeat revenue story emerges
Patsystems - Benefits from War induced volatility
Petroceltic - First well in Tunisia to be drilled in July
Phoenix Information Technology - Subcontractor with multi-year contracts
Photo-Me - Still terrific cashflow
PKL - Healthcare side becomes jewel-in-the-crown
Planit - At exciting stage of development
PM Group - Waste management - a fifth utility?
Polaron - Strong presence in nano microscopes
Porvair - Faster than anticipated fuel cell progress
Powerleague - Double the size of Goals Soccer Centres
Primary Health Properties - Another beneficiary of NHS Plan
Provalis - Expects sale of vaccines business before year end
PSD - Downside protected by cash pile
Radstone Electronics - Forecasts for year maintained despite weak first half
Ragusa Capital - Late cycle new entrant
Redstone - Forecast profitability in current year
Regal Petroleum - 25-fold increase in production in 2004; Reserve update due in June
Retail Decisions - Volumes of CNP transactions rise
Richmond Foods - Big branded push in October
ROK Property - Fantastic set of figures
Sci Entertainment - Four triple-A titles in 2005
Scott Tod - Growing like topsy
SHL Group - Projects margins of 14% in three years
Sinclair Pharma - Decapinol mouthwash news due any day
Sondex - A class act in the oil technology sector
SPG Media - Undemanding prospective PE of 7.5
Spice Holdings - Outsourcing and niche telecom services
Spring Group - Best placed in the ITSA sector
Staffware - Expects to announce record results
S&U - Results materially ahead of expectation
Surf Control - High level of repeat sales
Synergy Healthcare - Strongly eps enhancing acquisition
Systems Union - Transition from recovery to growth
Tarsus - Chinese events poised to grow
Trafficmaster - Nav system to launch in 2002
TransEDA - Interesting little tiddler
TripleArc - Strong organic growth story
TRL - Booming demand from MoD and overseas
Ultimate Leisure - Safe pair of hands
United Clearing - Provides mobile roaming settlement
Urbium - Results on 25 February
VANE Minerals - Development of Mexican mine
Vega - Satellite consultancy margins set to surge
Whitehead Mann - High level recruitment was resilient
Whittard of Chelsea - Poised for dramatic recovery
Wilmington - Strong position in legal training and business information markets
Wireless Group - Communications Bill could deliver a takeover
WSP - Malcolm Paul in good cheer
Wyevale Garden Centres - Attractive short-term trading opportunity
Xansa - Expects to sign more large BPM deals
XP Power - Margins explode as products under own control rise to 49% of sales Convinced? Subscribe online and get a £30 discount and introductory guide - FREE!
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