Editor of Red Hot Penny Shares, Tom Bulford worked as a fund manager in London and Hong Kong for more than 20 years. Responsible for £2bn of foreign clients' money, he also launched what became Argentina's largest mutual fund.
Now working from his home in Oxfordshire, Tom keeps subscribers up to date with his free small cap market news e-letter, The Penny Sleuth.
City fashion is a dangerous thing. Its followers rarely come out smiling. So although there is a chorus now calling for mergers and acquisitions in the small company sector, this seems more to do with fund managers’ concerns about illiquid stocks than any commercial rationale.
I am not a shareholder in OCZ. But I did manage to get along to a presentation for its shareholders – of which only one bothered to turn up! I wanted to know whether OCZ could make it on to the short list for my new “bounceback report” – shares that have…
As the market price of crude oil falls, it reaches a point where the cost of new exploration projects exceeds the potential rewards. And that point is dangerous for small cap GETECH (LON:GTC), which provides specialist geographical data to the oil industry. Tom Bulford says the company may be undervalued, given its strong assets and customer base. But uncertainty over oil prices remains a key risk to operations.
Tom Bulford says clean technology could become the “next big sector”. A growing awareness of environmental problems means huge investment in the industry over the coming years. And that means plenty of exciting start-up opportunities…
The recruitment industry is getting whacked right along with most other sectors right now. But Penny Sleuth’s Tom Bulford sees strong potential for Hexagon Human Capital (LON:HHC). The company is well protected from the purge in the financial sector and has a solid cash flow. Tom says this is one to watch for the future…
Building suppliers aren’t popular with investors. Today, US housing market data revealed existing home prices fell by a record 9.5% in August. In Britain property sales are at their lowest for 50 years. Nevertheless, Tom Bulford says Eleco (LON:ELCO) is a great contrarian play. The company has diverse profit stream from prison- and school-building programs, which should protect it from a recession. With a P/E of over six and a yield of over 4%, Tom says this is a stock to watch.
Penny Sleuth’s Tom Bulford says oil explorer BPC Limited (LON:BPC) could be onto big things in the Bahamas. The company has five prospecting licenses off the coast of the Caribbean island, where research suggests it could find major oil deposits. Tom says political stability and a great geographical location give this project serious potential…
Penny stock expert Tom Bulford has found two dirt cheap mining companies with new projects developing in resource-rich South America. Horizonte (LON:HZM) and Mariana (LON:MARL) have very different business strategies. But Tom says both are well placed for a major upswing before the year is up.