Monthly Archives: November 2013

Just got “One Up on Wall Street”, by Peter Lynch. I don’t know if you recall, but in the aftermath of 2008, when stocks had moved up again, people were saying how similar the patterns were to 1929. I love … Continue reading →

RM (LON:RM) lists itself in the software sector, where it provides a variety of services to education. Its foru segments are: Education Technology, Managed Services, Education Resources, and Education Software. With a market cap of £105m, it has net cash … Continue reading →

Pawnbroker ABM (Albemarle & Bond) issued a trading update today (http://is.gd/RzXM6j) in which bodes ill for the share price. Here’s a few of the horror items: * The pledge book has declined by 12% year on year * constrained banking … Continue reading →

An interesting article appeared on ValueVista, http://is.gd/fWsCTA, who concluded “Companies like Volex, with little to no competitive advantage, are the ones to avoid.” He notes a number of points: 1. A new CEO was brought in earlier this year and … Continue reading →

RSA (RSA Insurance Group) are down 11% in early trading today after it announced that it suspended 3 directors at its Irish operations “pending the outcome of an investigation into issues in the Irish claims and finance functions which were … Continue reading →

No-frills airline EasyJet EZJ is interesting at the moment, and I notice that John Rosier has decided to halve his holding (http://is.gd/NOdLNe). I had actually sold out of my EZJ in Aug at 1204p. There was a distinct indication that … Continue reading →

It seems people are getting increasingly concerned about the value of the market. We’ve had a great bull run since 2009, and I think the general consensus is that this run surely cannot continue. There’s plenty of macro fears out … Continue reading →

Online comparison website MONY (Moneysupermarket.com) has released an IMS today stating that Q3 is in line with management expectations, with revues ahead 5%, and EBITDA ahead 26% ahead of the same period last year. Full year EBITDA is expected to … Continue reading →