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John Wood Group- close positive view following share sale by Papworth

John Wood Group plc (WG., 236p) have outperformed the market since directors bought shares in October 2008 (up 32% absolute, up 5% relative) and December 2008 (up 27% absolute, up 10% relative) (for the followthedirectors comments on October 28th (179p) and December 10th (185p) click here). Last week we saw Mark Papworth, an Executive Director […]

John Wood CFO buys back shares sold in April

The CFO of John Wood Group plc (WG. , 185p), Alan Semple, yesterday bought 50,000 shares at 166p, taking his holding to 1.164m shares. Whilst this of itself is not significant, there are a few factors which continue to support a positive view on John Wood : Semple sold 92,000 shares in April this year […]

25 directors buy shares in UK Engineering Companies

I’m not talking about the big cap FTSE 100 stocks here, but smaller FTSE 250 companies that are the global leaders in their field of specialty engineering. Many of these companies have grown from a UK engineering base to have globally spread customers. They may also be companies with less near term economic exposure, protected […]

Weekly Review- November 16th: HSBC, De La Rue, Allscripts, GKN, IMI, Babcock, Rentokil, TT Electronics

Lets start with the good news! We’ve closed our cautious view on HSBC (November 14th article here), with a 10% absolute return or a 20% relative return over a month. We linked directors share sales with an expected increase in negative newsflow over China’s economy, and saw the shares weaker to reflect this. Maybe this is […]

Head of GKN Automotive doubles shareholding.

Five Executive directors at GKN plc (GKN, 126p) have bought 386,000 shares between them this week, increasing their shareholdings in the group by 75% to around 896,000 (Source: London Stock Exchange). Those directors are: CFO William Seeger, CEO Sir Kevin Smith, CEO of Powder Metallurgy Andrew Smith, CEO of Aerospace Marcus Bryson, and CEO of […]