Monthly Archives: January 2017

LMI – Lonmin – bailed out

For the record, I bailed out on the market’s reaction to Lonmin’s results today. That’s one bullet I didn’t dodge. I must say, the market seems to be in punishment mode for companies that disappoint. I bought early this year … Continue reading

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RTN – Restaurant Group -a tiny update

On the 17th Jan, I wrote about RTN, promising that I would announce whether or not I was right on selling my shares. RTN issued a post close trading update today, stating: The results are expected to be in line … Continue reading

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DPLM – Diploma – Trading statement

DPLM (Diploma) is a company that doesn’t attract much attention. It issued its Q1 TU (trading update) today, with revenues up 23%. Net funds are up, too. All good to see. The market has been a bit undecided how to … Continue reading

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Sold my RTN – Restaurant Group

RTN (Restaurant Group) has been a sorry old performer for me. In retrospect, I should have sold out in March 2016 after the profit warning, and saved myself a lot of heartache. RTN is a bit like NXT (Next): it … Continue reading

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Well, interestingly, China

I don’t know about you, but I am sick and tired with everyone expressing an opinion about China. I am so bored with China. And yet … McKinsey published a report earlier this month: “What can we expect in China … Continue reading

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On the other hand, maybe not

This just in: sun continues to rise each morning, puppies are still adorable, and oxygen is still free. I made a note to follow-up on an article in Citywire (https://goo.gl/vDlqxH) written a year ago. The headline was “RBS says ‘sell … Continue reading

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WINE – interesting chart

WINE (Majestic Wine) released their xmas trading results today, sending the shares up 4% to 337p in early trading, stating: Group sales up 15.3% – on track to be in line with full year expectations I had a quick look-see … Continue reading

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Supermarkets – sigh of relief

MRW (Morrisons) released their trading statement today. LFL exc. fuel were up 2.9%. Supermarkets have been so embattled that the news sent the share price up 4% to 247p. TSCO and SBRY also saw their shares rise. Actually, judging by … Continue reading

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Concerns about Japan as an investing idea

Nearly everyone seems to love Japan again. The only real detractor I found was on What Investment (https://goo.gl/TxjHvz): Bell remarked that while Japanese corporate earnings may rise this year, ‘that may already be in the valuations.’ According to Starcapital, Japan … Continue reading

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So much for my obvious lack of knowledge

OK, I’ll admit it. I’m not an especially good investor. There are plenty of bloggers out there who are far better than me. Having said that … A year ago I made a note to myself to follow up on … Continue reading

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