Monthly Archives: August 2012

Buffett FAQ

Many pearls of wisdom to be found in the Buffett FAQ. If you focus on the price, you’re assuming that the market knows more than you do. That may be the truth, but in that case you shouldn’t own it. … Continue reading

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6 months ago

What was I talking about in Feb 2012? EROS – “Mr. Market smells a rat” – looks like Mr. Market is still smelling a rat. RS6m (Relative Strength 6 months):  -12.6%. Revenues have shot up from 33m to 134m over … Continue reading

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Fascinated by RIMM

I have to admit, I’m totally fascinated by RIMM, as opinion is so divided on it. Americans have some GREAT websites to work from, and there’s plenty of free stuff that is even better than commercial sites in the UK. … Continue reading

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Why I think SGP is a buy

According to ExpectingValue, SGP is on an upward Google trend over 5 years.http://is.gd/3gbiNe . It trades on a PER of 10.9, has 30m in cash against a market cap of 357m.  Analyst forecasts look robust, and latest prelims http://is.gd/ZqQw3z show … Continue reading

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For the AAPL v RIMM watchers

I thought this would be interesting to all you Apple and Research In Motion watchers. I work for a Footsie company, and I was recently in a meeting where the idea of providing Apple phones at the corporate level was … Continue reading

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More on defensives

I made a few notes on defensives last night, but unfortunately I didn’t write down my sources. Sorry about that. Wicked, bad, naughty, evil Zoot. I notice that Buffett has been selling PG, KFT and JNJ earlier this year. Fund … Continue reading

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Barrons on Defensive Dividends

On 23-Ju;-2012, Barrons reports the headline: “Defensive Dividends Getting Offensively Rich”. What’s interesting is their quote from WSJ about the defensive sectors: Since mid-April, telecommunications, utilities, healthcare and consumer staples have been the only sectors of the 10 Standard & … Continue reading

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Giving up the fags

It is with a heavy heart that I decided to sell my shares in BATS (Brit Amer Tobacco) today. It was my biggest holding by a large margin. BATS has been a fantastic little performer for me, both capital-wise and … Continue reading

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Monotonous dividends

Continuing on the theme of my previous post, I thought it might be interesting to compile a list of companies with a market cap of >200m and a ROE>15% that have never had a dividend cut in the last decade. … Continue reading

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A Volcano Of An Investment

You might think it’s unbecoming for an investment blog to headline an article with “A Volcano Of An Investment”. That’s not my headline, though, but was the headline for an article on the Motley Fool about SUH (Sutton Harbour Holdings) … Continue reading

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