Monthly Archives: June 2012

6 month checkup

A look back at what I said in December 2011. I expressed the view that MFI tended to pick up too much junk systematically, thereby reducing the benefits of diversification. GNG continues to perform abysmally, as I expected. Down 55% … Continue reading

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Shares to consider

I’ve gone through director deals for the last week, and picked out some of the more substantial and interesting ones. Some of them look worth further investigation. BRAM PER 11.6, 2012F +33.5%, 2013F +31.5% DMGT PFCF 8.1, Yld 4.2%. High … Continue reading

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12 for 2012

At the end of last year, I posted 6 (not 12) http://is.gd/rJjgBR share selections. My share selections were: AFF, BLSA (short), DNO, DPH, MRW, OPTS. How did they do? Not well! I called BLSA correctly, which I said was a … Continue reading

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Three Guardians

At the beginning of the year, I noted (http://bit.ly/tLy712) the portfolios of 3 groups selected by the Guardian. ASX rose 1.3% during that period. Here’s how the 3 groups did: Pros: BG. -5.1, GSK -1.8 ELM +44.2, AVON -1.2, IMG … Continue reading

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NFSC 2012 competition

Poster on Motley Fool writes: I am not 100% sure but I think I have had the top (PFD) and the bottom (YELL) since the competition started / January 2012 update. So what does that say about my stock picking? … Continue reading

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Jack Schwagger vid

Interesting vid: "Winning Methods of the Market Wizard – Jack Schwagger " 39:52: What is the rallying cry of the losing trader? "I’ll get out when I’m even". 40:34: Losing is part of the game, it’s part of the process. … Continue reading

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TCG – Thomas Cook – deeper in the hole

Just took a look at Thomas Cook’s accounts, as published on Sharelock Holmes a couple of days ago. At 18-Dec 2011, the accounts looked bad, but I thought that there was some chance that it would pull through. Alas, results … Continue reading

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