Gambles of the week: TalkTalk and John Menzies

Having cast his analytical eye over TalkTalk and John Menzies in the past, Phil Oakley looks to see how they have fared, and what investors should do now.

TalkTalk Telecom (LSE: TALK)

I've found it difficult to recommend buying TalkTalk Telecom over the last few years. While it's not a bad business, I've never thought the shares were cheap enough. They are still not particularly cheap now: at a price of 295p, they trade on nearly 23 times 2015 expected earnings per share (EPS).

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Phil spent 13 years as an investment analyst for both stockbroking and fund management companies.

 

After graduating with a MSc in International Banking, Economics & Finance from Liverpool Business School in 1996, Phil went to work for BWD Rensburg, a Liverpool based investment manager. In 2001, he joined ABN AMRO as a transport analyst. After a brief spell as a food retail analyst, he spent five years with ABN's very successful UK Smaller Companies team where he covered engineering, transport and support services stocks.

 

In 2007, Phil joined Halbis Capital Management as a European equities analyst. He began writing for MoneyWeek in 2010.