Is Tesco talking sense? Chris Bailey reviews

Tom Winnifrith and Gary Newman in top four market abusers & liars on AIM - its 'official', reported to FCA. Read HERE

I noted earlier in the month that Tesco (TSCO) was 'no longer on the ropes and is flexing its muscles'. I think the latest concerning job cuts due to its reconsidering the future for its fresh food counters and bakeries is very consistent with this. As the recent (ultimately comical) accounting fraud trial showed, Tesco completely lost the plot a few years back under a different management team. Years of success had rolled into arrogance and sharp accounting practice, which the company was both fined for and had to profit warn over. Cue a period of introspection but more recently, under the CEO leadership of Dave Lewis, a bit of a corporate renaissance despite the rise and rise of the German discounters. To this end I own the stock and remain a happy holder and see further upside from here...

Sensyne – a Neil Woodford success story? No: Red Flags (and accounting blooper) Central. Read Nigel Somerville, the Deputy Sheriff of AIM, HERE

The Tesco of a few years ago had to rebuild both customer and employee trust and faith and each of the last few major results disclosures has included some third party polling showing this has been achieved. Now that this has broadly occurred it is time to keep focusing on the middle game of pushing margins back up. Thankfully this time sharp accounting practices do not appear to be part of the game.

IQE – sell the rally says Lucian Miers HERE

I have often thought the fresh food counters (fish, cheese, deli etc.) in many supermarkets are a bit anachronistic and a throwback to the 1970s/1980s (yes I had a lot of fun during the earlier part of the latter decade pulling the customer number ticket from the machine). Maybe it is because I am a cheapskate or devoid of any real food insights, but I find plenty of selection in the core refrigerated areas, so for me this latest is as a customer a shrug of the shoulders...but as a shareholder it is a thumbs up. Sad news certainly for any impacted employees but my guess is that the natural flow of employee requirement at a large supermarket will mean not many will be given the formal boot...it is just Tesco will not be as aggressive in its shop floor staff new recruitment. And this latter point is clearly a structural theme. Tesco was one of the early innovators on both click and collect and internet home delivery and this combined with a whole of market offering (sensibly augmented by the acquisition of the wholesaler Booker) are all key reasons why it can more than just survive against the German discounters.

Various shades of caution from Domino's Pizza, Crest Nicholson, Royal Mail and PZ Cussons. Read more from Chris Bailey HERE

I see elsewhere in the press that Marks & Spencer (MKS) is reportedly talking to sector technology specialist Ocado (OCDO) about the latter using its robotic warehouses to pick and pack customers’ online grocery orders. That makes a bit of sense...and if true is another signal that even a venerable name such as M&S might even have a future. I still like its longer-term turnaround prospects (see the link in the first paragraph again). Food retail...a necessity business but far from boring, especially with the competition authorities getting their teeth into the Sainsbury (SBRY) / Asda deal...

Verseon – tomorrow’s Neil Woodford disaster edges closer as Xavier walks after just 16 weeks. Read more from Nigel Somerville HERE

Filed under: Tesco, Marks & Spencer, Tom Winnifrith, Gary Newman, Sensyne, Neil Woodford, Verseon, IQE

Bluebird Merchant Ventures - further project funding progress, increased price target...

05/28/2020

Burberry shares remain fashionable to me says Chris Bailey

05/27/2020

Imperial Brands - still an Income buy?

05/26/2020

Columbus Energy - project & funding update suggest still a buy?

05/22/2020

Marks & Spencer - never the same again? Chris Bailey reviews...

05/21/2020

OptiBiotix - sales trajectory sparks shares, but still an even stronger buy?...

05/20/2020

A whole sector that is a short?...

05/19/2020

Tri-Star Resources - sale of first Antimony BUT...

05/18/2020

KEFI Minerals - still significant upside offered by its asset base...

05/15/2020

OptiBiotix - now Taiwan agreement adds to confidence...

05/14/2020

Some gold and gold stock takeaways from Nigel Somerville...

05/13/2020

Is Trainline ever going to make sensible profits?

05/12/2020

Another reality pill - this time for BT Group

05/11/2020

Jadestone Energy has the strength to ride out low oil prices says Gary Newman...

05/07/2020

Hummingbird Resources - a buy says HotStockRockets...

05/06/2020

Goldplat - quarterly update, production getting back on track...

05/05/2020

The markets & sell NASDAQ-listed Credit Acceptance Corporation. From Lucian Miers...

05/04/2020

Columbus Energy - shares bounce on Saffron well oil discoveries but remain a buy...

05/01/2020

Read and learn from the latest Next plc update says Chris Bailey...

04/30/2020

IG Group - why the shares are worth considering writes Malcolm Stacey...

04/29/2020

Ariana Resources - a cue to bank massive profits on this share tip? Nigel Somerville reviews...

04/28/2020

FirstGroup - activism and the coronavirus. Chris Bailey writes...

04/27/2020

Highland Gold Mining - shares bounce on quarterly operational update, but more to come...

04/25/2020

Bluebird Merchant Ventures - we tipped at 2.5p now 4.3p to sell, but worth 6p+. Buy...

04/24/2020

Will the Oil price rout be repeated (in reverse) in Gold? Nigel Somerville reviews...

04/23/2020

The man who predicted negative oil prices reviews where to next...

04/22/2020

PZ Cussons - keep washing your hands... and be on board this stock? Chris Bailey writes

04/21/2020

OptiBiotix - placing somewhat annoying... but it is for a VERY good reason says Tom Winnifrith

04/20/2020

Imperial Brands - an income buy

04/17/2020

Sterling Energy a buy? Gary Newman writes...

04/16/2020

Ariana Resources - what after a stonking gain in less than four weeks?...

04/15/2020

Volvere - shares up on Feb tip after trading update, more to come say Tom Winnifrith & Steve Moore

04/14/2020

Chris Bailey updates on Rolls-Royce & GVC Holdings...

04/09/2020

It is also Sage to look at shares that are not romping says Chris Bailey...

04/08/2020

Versarien forced to start to come clean - a stink regulators MUST investigate says Tom Winnifrith...

04/07/2020

At a time when dividends are being scrapped, Legal & General stands out says Gary Newman

04/06/2020

UK Oil & Gas - another 50 percent share price fall the best case scenario? Peter Brailey reviews...

04/03/2020

The big banks know what side their bread is buttered. Chris Bailey writes...

04/02/2020

Two stocks which look slam dunk zeros considers Tom Winnifrith...

04/01/2020

Premier Foods - a buy despite its high level of debt? Gary Newman reviews...

03/31/2020

Bluebird Merchant Ventures - an Agreement supporting a positive view? A review from HotStockRockets

03/30/2020

Rockrose Energy - a week is a long time says Peter Brailey...

03/27/2020

Cineworld - a good shorting opportunity? Gary Newman reviews...

03/26/2020

Silver is my metal of choice at the moment says Gary Newman

03/24/2020

Golden Prospect Precious Metals - a gold buy

03/23/2020

Hurricane Energy - valuation is far too high. I am short says Peter Brailey...

03/20/2020

Altyn - mining equipment purchases, gold production increasing...

03/19/2020

Versarien - when & at what price the attempted bailout fundraise?

03/18/2020

The company playbook on Covid-19...

03/17/2020

Doing nothing looks a great move... with a few possible exceptions says Nigel Somerville

03/16/2020

As an investor, doing nothing is generally under-rated... but sometimes the facts have changed...

03/12/2020

Bowleven - another AIM oil & gas play crunched by the market sell-off, is it a buy?...

03/11/2020

A review of my favourite two gold stocks by Nigel Somerville

03/10/2020

GVC & Aviva - catching up on some boring but worthy updates (& the continuing Amigo shambles)...

03/09/2020

Volvere - a buy suggest Tom Winnifrith & Steve Moore

03/06/2020

Finablr - the car-crash continues at Red Flag Central. Sell says Nigel Somerville

03/05/2020

Aggreko, Ibstock, Ashtead & Robert Walters update - any value amongst them?

03/04/2020

Hurricane Energy - more risks? Peter Brailey reviews...

03/03/2020

Investment thoughts as fear has racked up in recent days - from Chris Bailey...

03/02/2020

Ariana Resources - bank gains? A review from the HotStockRockets team...

02/28/2020

Goldplat - interims emphasise return to profit & reasons for further encouragement

02/27/2020

Gold set to remain strong & Highland Gold Mining a favourite producer considers Gary Newman

02/26/2020

Petra Diamonds - now a sell? Gary Newman reviews...

02/25/2020

B.P. Marsh and Partners - a buy say Tom Winnifrith & Steve Moore

02/24/2020

OptiBiotix - now a US and Canada LPLDL distributor agreement...

02/21/2020

Yourgene Health - Elucigene DPYD now approved for Australia, adding to confidence

02/20/2020

Checking into InterContinental Hotels Group or Whitbread or Carnival instead?

02/19/2020

Goldplat - further share buying interest, but still a buy? The HotStockRockets team review...

02/18/2020

Pharos Energy - persistent seller providing a buying opportunity considers Gary Newman

02/17/2020

Cluff Natural Resources - a buy says the team at HotStockRockets

02/14/2020

Versarien - sell, and a target price of a few pennies if that says Tom Winnifrith

02/13/2020

ITM Power - having been a great share tip, where is it going now? reviews Peter Brailey

02/12/2020

NMC Health and Finablr - has Dr Shetty been a very naughty boy? Nigel Somerville reviews...

02/11/2020

Ariana Resources - an exciting week ahead as interest (and the share price) mount

02/10/2020

Rotala - trading statement, still a buy?

02/07/2020

Ingenta - 2019 update & remains a buy considers the team from HotStockRockets

02/06/2020

Apple & Tesla - are we getting close to the top? Lucian Miers reviews...

02/04/2020

5 Slam-dunk sells for 2020 - January update and off to a flier says Nigel Somerville

02/03/2020

Why value investors should buy PZ Cussons and not Crest Nicholson says Chris Bailey

01/31/2020

UK Oil & Gas - 3 billion reasons to sell says Peter Brailey

01/29/2020

Vast Resources is shortable and should be shorted says Tom Winnifrith

01/28/2020

KEFI Minerals - after positive drilling results from Hawiah, shares still a buy?

01/27/2020

Ariana Resources further adds to upcoming potential catalysts considers the HotStockRockets team

01/24/2020

Sage, Sainsbury, Burberry & WH Smith update - buys amongst them?

01/23/2020

Cluff Natural Resources is a speculative buy considers Gary Newman

01/22/2020

Has Fevertree completely lost its fizz? Chris Bailey reviews...

01/21/2020

Tip of the year Pires 24 percent ahead in 22 days but still value says the HotStockRockets team

01/20/2020

Corporate updates frenzy - are Whitbread, Wood Group & Halfords buys?

01/17/2020

Centamin - Endeavour deal off, ups dividend, shares down. Buy says Nigel Somerville

01/16/2020

Where to place an investing bet in the gambling sector? Chris Bailey reviews...

01/15/2020

Hostelworld - recovery potential? Gary Newman reviews...

01/14/2020

Shoe Zone - full-year results suggest still income and further recovery attractions...

01/13/2020

Sainsbury, Morrison and the two quid bargain bucket level...

01/10/2020

Aston Martin - needing much more help than even James Bond can offer?

01/09/2020

Next plc - where from here? Chris Bailey reviews...

01/08/2020

Hurricane Energy - it is not in the Vomit list... but could be by the end of March...

01/07/2020

Five slam-dunk sells for 2020 from Nigel Somerville

01/06/2020

One of the 20 ShareProphets share tips of the year 2020. A buy from Tom Winnifrith...

01/03/2020

Ingenta - a recovery buy?

01/02/2020

Powerhouse Energy - still a sell after Santa update? Peter Brailey reviews...

12/31/2019

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