Monthly Archives: June 2014

June 2014 artwork

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DTG (Dart Group) valuation: 350p, share price 207p

Awhile ago I said that I was putting together an “Aswath” collection of utilities on github to value companies using methods suggested by Prof Damodaran. Work is still ongoing, very scrappy, and mostly indecipherable to an outsiders. One part of … Continue reading

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Four sketches of the same subject

I thought it would be interesting to see if my sketches improved if I drew the same pricture over and over again. I have shown the sketches in chronological order. Although there is something to dislike in every drawing, it … Continue reading

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Index RSIs

It has been over a month since I last posted (http://wp.me/p2eZvw-Hf) about index RSIs, on 17-May-2014. Here’s the latest rundown on the indices: AIM1 3378 oversold AXX 782 normal HIX 3684 normal LIX 3293 normal MCX 15681 normal T1X 3270 … Continue reading

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Pen and charcoal drawing

I decided to try to execute a drawing without using pencil construction lines. Once a mark was made, that’s it. Actually, I think the drawing came out pretty good.

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I’m Breaking Bad

Webcam selfie in a Walter White style.

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CHG – Chemring – drops 7% on half-year report

CHG (Chemring) is a Defence company. It caught my attention because I noticed it as one of the top fallers for the day, and had been interested in it in the past. It issued its half-year report today, and Mark … Continue reading

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KENZ offer and personal notes

Good news for KENZ shareholders today sent prices 32% higher to 929p Some RNS sources do not mention the reason, but thankfully, LSE does (http://is.gd/fTus5y). SNV-Lavalin announces a 935p cash offer for all the shares in KENZ. The directors of … Continue reading

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Notes on Investec UK Special Situations

The Telegraph published an article today on Alastair Mundy, manager of UK Special Situations fund. (http://is.gd/UQboQf). The key points are: * he likes the food retailers, especially Tesco * expects large-caps to outperform small caps * he likes BP, Royal … Continue reading

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$SGP.L – SuperGroup – a follow-up on last month’s post

I still believe in SGP’s ability to grow. At a PE of 14.3 with expected double-digit earnings growth, and coming off being oversold, the shares look good value to me. I am not currently a holder. One month ago, I … Continue reading

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