Monthly Archives: March 2013

6-month checkup

What was I writing about in October? It’s nice to see that I mostly called things right, with my favoured ideas doing better than the market average, and my unfavoured ideas doing poorly. I do have the benefit of a … Continue reading

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MGGT – Meggitt – some thoughts

MGGT – MEGGITT – AEROSPACE AND DEFENCE Someone asked me what I thought of MGGT . I will qualify everything by saying that I am an awful person to ask! So please don’t take this as advice, or even informed. … Continue reading

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BLVN – ready for the next leg up?

BLVN has had a tiny rise today. I’m going to squeeze the gizzards and say that a pennant formation has appeared: Looks to me (remember, I know squat about tech analysis) that we’re ready for the next leg up now. … Continue reading

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Some thoughts on ROCE

Thanks to Twitter, I bacame aware of a thought-provoking FT article by Terry Smith on returns on capital. In summary: The problem is that while fund managers who buy these low-return companies wait for the events which they think will … Continue reading

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TNI – an overview

TNI (Trinity Mirror) has had quite an eventful run over a 1 year period. 1 year ago, the share price was at 37.25p. On 3 May 2012, Chief Executive sly Bailey stepped down, and a search for a successor began. … Continue reading

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THT – gizzard-squeezing

Following on from my post on THT of yesterday, markets were able to largely brush off concerns over Cyprus. Looking back at the charts, I see that the pattern I noted earlier was actually a pennant – a continuation indicator. … Continue reading

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TNI – busted

TNI (Trinity Mirror) down 11.6%, far lower than the ASXX drop of 0.6%. On 14-Mar-2013. TNI announced its results. Pre-open, views were mixed, and Paul Scott said that he couldn’t see much upside. Shares open around 2% down. Later on … Continue reading

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