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Monthly Archives: April 2014
April 2014 artwork
My attempt at drawing Matt (Mail) Jeevas from Death Note, in a hat. It is interesting to note that my blog is based around three themes: computers, art, and, predominately, investing. My drawings seem to attract a large proportion of … Continue reading
ASOS – death cross
It’s interesting to note that, looking at the moving averages on Stockopedia, the 50dma is crossing the 200dma in a downward direction – a “death cross” – and usually regarded as a bearish indicator. At the end of March, I … Continue reading
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Trusty Tahr – first impressions
The latest incarnation of Ubuntu appeared a few days ago, and I’ve had the chance to do a little playing around. I seem to keep referring to it as Tasty Tahr, rather than Trusty Tahr. Hopefully I’ve now lodged the … Continue reading
The dangers of tinkering
Interesting extract from the AAII Journal April 2014: Incorrect modifications to the model outnumber correct modifications. Humans can create modifications to a model that can create value. A popular concept in psychology is the “broken leg theory”. Say a human … Continue reading
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The market’s doubled. So what?
The MCX (FTSE250) is up 117% over a 5-year period. Less spectacularly, the UKX (FTSE100) is up 62% over the same period. So we must be way overdue for a correction, right? Obviously it would be foolish of me to … Continue reading
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$SAL.L – SpaceAndPeople – so what’s it worth?
Advertisers SAL (SpaceAndPeople) issued a trading statement today, sending the share price down nearly 40% to 81p. Yikes. I own some of these shares, too. I’m not happy. Obviously, the trading statement was poorly received. Paul Scott wrote about it … Continue reading
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Magic Hat portfolio: RM in, MRW out
Time for me to do some swapping in the Magic Hat portfolio. Over 1 month, the portfolio is up 0.48%, compared to the comparative index that I chose of MCX (FTSE 350); although the ASX (FTSE All-Share) would have been … Continue reading
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Portfolio review
It’s the end of the tax year, so I thought I would do a little portfolio review. It’s generally more convenient for me to do my accounting based on the tax year, as opposed to calendar years. My personally-selected portfolio … Continue reading
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Recovery position – additional perspective
Schroder’s “The Value Perspective” wrote an interesting article in Jan 2014 entitled “Recovery position – Companies that have fallen heavily in value can go on to make big returns” (http://is.gd/doMrkE) The notes that of the shares that lost 90% of … Continue reading
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$FIF.L, $MRW.L, and Magic Formula
An article by Richard Beddard on MCB (McBride) (http://is.gd/SNm56o) prompted me to share my thoughts on FIF (Finsbury Food) and MRW (Morrisons). It will be decision time for me with regards how I intend to change the Magic Hat portfolio … Continue reading
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