Monthly Archives: May 2012

Cheap enough to buy

Sketch notes on Geoff Gannon’s article "How to Know a Stock Is Cheap Enough to Buy". He quotes Richard Beddard: Whether management has made good decisions in the past will the company products be in demand for years to come … Continue reading

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Best and worst buys

Sketch notes on two threads on Motley Fool Best Buys in small caps: No debtCash richCash generative.Increase in cash balance year on year.Pays dividends, or has the ability to pay dividends and intend to in the med term.Good management with … Continue reading

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Buffett and the “Generals” category

John Chew wrote an excellent article on old-style Buffett. The part that I found especially interesting, because it is one that will probably most likely be emulatable by small investors, is: Many times Generals represent a form of "coattail riding" … Continue reading

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Greg Speicher

Sketch notes on video : "Greg Speicher on How to Become a Better Investor and Why Berkshire Hathaway Remains a Good Investment @Greg_Speicher" avoid stupid mistakes – spotting them – impatience for opportunities. overconfidence. rush the judgement. sin of omission … Continue reading

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Liquidations and wind-downs

Sketch notes on an article by Wexboy. Liquidations top of heap for catalysts. usually announced after the company has sold majority of assets. final asset value usually highly certain. timeframe 6m – 2 yrs. directors likely to be conservative, so … Continue reading

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Trawling the financial sector

Just looking through some of the financial sector. CYS (Chrysalis VCT) has been a dull performer – although actually, it’s up 5.1% over 1 year, compared with the Footsie of down 8%. It’s dividends for the year has been 4p, … Continue reading

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Book review: How to Make Money in Value Stocks

"How to Make Money in Value Stocks" is a free book available in PDF format (link) from Stockopedia. It contains the section headings: What is value investing? How profitable can value investing be? Why does value investing work? Why can’t … Continue reading

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For Linux-lovers: Microsoft file time: “utter bilge”

One for all the Linux-lovers out there … in an article on Time Scales, it has this to say about Microsoft Windows file time: Microsoft Windows defines its file time as "the number of 100-nanosecond intervals that have elapsed since … Continue reading

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High yielders

Exercising my filters. Here’s a list of companies with a market cap of at least 200m, whose annual growth rate (XRATE) is, on average, at least 3% pa. It should just be considered a jumping-off point. Some companies don’t have … Continue reading

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CPP mentioned in Moneywise

CPP was mentioned in Moneywise on Yahoo today: Identity theft has become big news, so there are plenty of firms hoping to cash in with identity theft insurance. For example, pay £90 a year to specialist insurer CPP and it’ll … Continue reading

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