Monthly Archives: April 2012

BLI transactions

In my Stockopedia Blippy Defensive portfolio I sold SN (Smith & Nephew) and bought VOD (Vodafone). The rationale is that the prospects for SN do not look better than VOD, and the latter gives a much better dividend. VOD is … Continue reading

Posted in Uncategorized | Leave a comment

6 months ago: Oct 2011

Time for me to review what happened in Oct 2011. Over 6 months, ASX (FTSE All share) is up 2.13% to 3004. HSV, which was subject to a selling scandal, is down 48.3%. If you had missed the initial drop … Continue reading

Posted in Uncategorized | 1 Comment

Top fund managers

A poster on TMF, coleyfish, offered his 5 favourite fund managers: Neil Woodford – Invesco Perp Income (and others) Link Angus Tulloch – First State Asia Pacific (and other) Link Richard Woolnough – M&G corporate bond Link Tom Dobell – … Continue reading

Posted in Uncategorized | Leave a comment

F958B HYP-esque strategy

One of my favourite Motley Fool posters, F958B, suggested an "equity income" strategy that significantly outperformed the Footsie over all time periods he studied. It was also not reliant on portfolio size. What is that method? That method is "method … Continue reading

Posted in Uncategorized | Leave a comment

SYM – Symphony Environmental Tech – a penny dreadful

SYM (Symphony Environmental Tech) was founded in 1995, specialising in the procurement and distribution of polythene bags, sheet, film and other related products in the UK in particular. Towards the end of 1997, the Group realised the need for, and … Continue reading

Posted in Uncategorized | Leave a comment

TSCO – Tesco – I made a bad call

GuruFocus summarises TSCO (Tesco) full year results: PTP + 1.6%, diluted EPS +2.1%. UK LFL (ex petrol) -0.9%, UK revenues up. International sales up 9.4%, trading profit up 17.7%. Market are disappointed with these results: share price slipped 2.53% to … Continue reading

Posted in Uncategorized | 1 Comment

Is it all a guess?

Working my way through the post and comments on the Motley Fool article "The Most Exciting Share You Own" on 28-Mar-2012. sketch notes below. Interesting is the discussion about David "Carmensfella". He himself writes: In fairness when I recommended LOQ … Continue reading

Posted in Uncategorized | 1 Comment