Monthly Archives: October 2015

PSON (Pearson) is a publishing company specialising in the educational sector. It also owned the FT, which was sold off in July to Nikkei fo £844m. PSON’s shares plunged 10.6% on 21-Oct-2015, from 1188p to 998.5p on release of its … Continue reading →

The stock market is proving to be a minefield today. DIA (Dialight) released a strategic review and trading update today, sending the shares down 15%. I thought DIA was supposed to be a great growth company, so why would they … Continue reading →

AMO (Amino Tech) is down 26.3%. It issued a trading update stating “The Company now expects to report a second half shortfall in revenue”. AMO is a company that crossed my radar recently, as it has a high Stockopedia (http://www.stockopedia.com/) … Continue reading →

ACSO makes queuing systems for theme parks. As at 15-Sep-2015, Paul Scott noted that he had a long position in the company (http://www.stockopedia.com/content/small-cap-value-report-15-sep-2015-acso-snty-hydg-106480/). There was important news that they won a major contract with the theme park operator MERL (Merlin … Continue reading →

Should you actively manage your portfolio, or not? This is a question I paused to consider earlier today when I saw that a company that I admired, DPLM, started appearing on my radar again. I had owned it previously, and … Continue reading →

My punts in resources have been far from happy affairs. For example, having bought LMI (Lonmin) on a downtrend, I held on and finally capitulated with everyone else. I suspect that the bottom has now been put in for it. … Continue reading →

HOME (Home Retail Group) and DEB (Debenhams) are two high street retailers. Both released their results recently: HOME yesterday, and DEB today. Both are large, boring, companies. Their market action is interesting to watch, though. HOME had a Stockopedia M … Continue reading →

After updating my Arch Linux distribution, I thought I would get back into using Jupyter, the Python notebook. Using my quant module, I was able to produce this plot very simply: It shows a plot of the share price of … Continue reading →

Apropos of nothing in particular, I thought I’d take a look at the chart for REDD (Redde): It’s interesting to see how REDD has periods of consolidation, which I have marked in blue. Arguably, I could have added additional ones. … Continue reading →

XLM (XLMedia): “The Company operates through three segments: Publishing, Media and Partners Network. Its Publishing segment owns over 2,000 informational Websites in 17 languages. These Websites refer customers to online businesses. The sites’ content, written by professional writers, is designed … Continue reading →