Monthly Archives: January 2017

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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ALLG – All Leisure Group – kaput

Cruise operator ALLG (All Leisure Group) appeared on my radar a long time ago as a possible value share. Fortunately, I never bought. I never paid them any attention thereafter. Until today. In December 2015 they issued a trading update, … Continue reading

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Bought some SGP – Supergroup

OK guys, you’ve convinced me. People are interested in growth retailers. SGP PE is acceptable to me to justify it. Let’s see how we do. Wish me luck.

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NXT – Next disappoints

Clothing retailer NXT (Next) released its trading statement today, sending the shares down 11.5% to 4222p in early trading. The shares dropped nearly 5% yesterday, so market expectations were clearly bearish. In their outlook statement they said: The fact that … Continue reading

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52w high and lows – both dreadful performers

At the beginning of January 2016, I recorded a selection of 52w high shares, and 52w low shares to see which would do better. I’m not sure how I came up with the shares, I think I just pulled some … Continue reading

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NXT – Next – plunges ahead of trading statement

Retailer NXT (Next) dropped 4.1% to 4779p at around 10am today. Its earnings release is tomorrow. The market is clearly expecting bad news. The market could be wrong, of course. Its Stockopedia stock rank was the lowest in my portfolio. … Continue reading

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Those wacky boys at Schroder Recovery

In what’s probably my worst relative performance against the index on record, I thought I would seek solace by jeering at someone else’s mistakes. Nick Kirrage, at the London Value Investor Conference 2016 gave an entertaining presentation: https://youtu.be/UsimT7YQymY . Nick … Continue reading

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