Monthly Archives: January 2016

Thoughts on #Fortran versus

Lately I have been helping with the packaging of milancurcic’s datetime-fortran module (https://github.com/milancurcic/datetime-fortran). I needed it because I wanted to turn dates into indices. I am taking a decade’s worth of Yahoo share data in CSV format, and stuffing it … Continue reading

Posted in Uncategorized | Leave a comment

coprocesses in bash using dc as an example

Coprocesses are a feature of bash which allow you to communicate with the stdin and stdout of a subprocess. I illustrate this by having a bash script to interact with “dc”, the arbitrary precision calculator, to sum up a sequence … Continue reading

Posted in Computers, Uncategorized | Tagged , , | Leave a comment

$RTN.L – Restaurant Group – Post close update

RTN (Restaurant Group) operates over 500 restaurants and pub restaurants throughout the UK. Its principal trading brands are Frankie & Benny’s, Chiquito, Coast to Coast, a Pub restaurant business and a Concessions business which trades principally in major UK airports. … Continue reading

Posted in Uncategorized | Leave a comment

QVM lite

I was thinking about HOME (Home Retail Group), the recent rumours of a takeover of LRD (Laird), and the success of the “Tiny Titans” Screen on Stockopedia. The Tiny Titans screen was developed by O’Shaughnessy in his book “What Works … Continue reading

Posted in Uncategorized | Leave a comment

NIPT – Premaitha Health

NIPT is engaged in molecular diagnostics. It has never made a profit, has a stock rank of 4, and it is on Stockopedia’s Z-score shorting screen. I would have thought it was a short if anything, but Tom Winnifrith has … Continue reading

Posted in Uncategorized | Leave a comment

Some good quality stocks

This (tax) year I have been putting together some companies that I think are high quality, and are suitable for a LTBH (Long Term Buy and Hold). The selection criteria are: ROCE5 (5-year mean ROCE) >=15% Debt < 3 * … Continue reading

Posted in Uncategorized | Leave a comment

The moral of the Footsie

Miners continue to take a hammering. I remember a time, a few years back, when miners/oilies combined made up about 30-40% of the Footsie by market cap. That a cyclical industry composed such a large part of the Footsie should … Continue reading

Posted in Uncategorized | Leave a comment

Taleb – Antifragile – READ IT!

I highly recommend reading Nassim Taleb’s book “Antifragile – Things that Gain from Disorder”. Taleb explores the notion of “antifragility”, something that is the opposite of “fragile”. One such example is exercise: people build muscles by stressing them with hard … Continue reading

Posted in Uncategorized | 1 Comment

Magic Hat – ERM in, KAZ+INDV out

The MHP (Magic Hat Portfolio) on Stockopedia (http://www.stockopedia.com/fantasy-funds/magic-hat-463/) is an experiment by me to see if a human can improve on a mechanical Greeblatt Magic Formula screen. I am trying to weed out “mistakes” that I feel the screening commits: … Continue reading

Posted in Magic Formula Investing, Uncategorized | Leave a comment

IPF – Interpersonal Finance – avoid the bottom-feeders

According to Google, “IPF and its subsidiaries (the Group) are engaged in the provision of small sum, primarily home collected, short-term unsecured loans in emerging markets.” In other words, they are a bunch of low-life bottom-feeders. On July 14, I … Continue reading

Posted in Uncategorized | Leave a comment