Monthly Archives: November 2013

Peter Lynch and the 1929 feeling

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

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RM – looks good value

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

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$ABM.L – Albemarle & Bond – nasty trading statement

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

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$VLX.L – Volex – some thoughts

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

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$RSA.L – RSA Insurance – taking a caning

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

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EZJ – some thoughts

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

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Stop shorting the market already

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

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