Just renewed my car insurance policy with Esure and their service and prices were very good.
2CentView has a core position in $DLG (Direct Line) which is a great low beta stock with a fantastic yield. If you missed out on the $DLG trade, worth looking at Esure – current stock pice implies a 6.5% dividend yield and has a beta of .65.
FV=275 on $LON:ESUR Results out Thursday
Trade: Buy ahead of the results at 2.28, target 265, stop 210.
A more speculative names is AIM:GBO (Globo plc). Globo helps businesses their mobile engagement with customers and employees. They operate in Europe and the US – where they are doing very wel and generate good free cashflow.
FV=100 on Globo.
Trade buy around 55p, take profit target 75p , stop 44p.