Monthly Archives: January 2017

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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CRAW – Crawshaws

Interesting reading Paul Scott’s report on CRAW (Crawshaws) today. I didn’t know results are out. I imagine most people have heard of CRAW by now. They run a chain of butchers. I think I saw shares trade down more than … Continue reading

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KOOV : hmmm

Koov is an online retailer for the Indian market. You can check out their website here: http://www.koovs.com I took the briefest of looks at their report and accountts for y/e 31 March 2016: http://www.koovs.com/corporate/wp-content/uploads/2016/08/Annual-Accounts-FY16.pdf One thing stuck out at me … Continue reading

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Behavioural tips for a new year

I am not keen on headlines that are too flashy, so I hope you fail to become excited by this post’s title. Courtesy of MrContrarian on Twitter (https://twitter.com/MrContrarian), there is an interesting link to the latest blog post by Bronte … Continue reading

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Magic Hat – XLM in, ERM 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

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