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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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Card Factory - Acquisition of Funky Pigeon could re-boot growth

October 2025

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Sometimes the market looks at a company, shrugs, and walks away - even when the story is far more compelling than the price tag suggests. A couple of issues ago I highlighted the deep value inherent in discount groceries and general merchandise retailer B&M European Retail (BME; 244p) but the shares fell again despite perfectly decent, in-line Q1 results. A fascinating clue for a potential turnaround, however, came in management’s comments that from Q2 “new ranges being introduced have a higher bought-in gross margin.” I suspect B&M is already benefiting from sterling’s rally against the US dollar – a trend that could accelerate following President Trump’s sacking of a Federal Reserve governor, which has raised fears over central ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X

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