Monthly Archives: February 2017

Stock screens, GOG, and CPR

Lately, I had been looking at creating some screens on Stockopedia. Here are the performances of some of the most important scores on Stockopedia: M (momentum) +128% G (growth) +125% V (value) +87% Q (quality) +69% FTAS (FT All-Share) +44% … Continue reading

Posted in Uncategorized | Leave a comment

Sold my HSBA

I bought HSBA (HSBC) in mid-December at 659p. The buy decision was as follows: on Stockopedia, I ranked companies with a market cap of over £80m by descending M (momentum) score. HSBA was on the first page, and it had … Continue reading

Posted in Uncategorized | Leave a comment

LRD – Laird – a terrible company

In December 2015, LRD (Laird) announced the acquisition of Novero, “a key supplier of integrated car connectivity”, for £47m. Today, LRD published its finals, sending its shares down 7.%& to 162p in early trading. Although revenue is up 27%, operating … Continue reading

Posted in Uncategorized | Leave a comment

NCC – some notes

Software & IT services company NCC has had a very rocky ride lately. Shares peaked at over 350p in Sep 2016, and have since fallen to 89.60p as at writing. The shares fell sharply when it reported in October: “The … Continue reading

Posted in Uncategorized | Leave a comment

PFD – Premier Food – the funny thing is

PFD (Premier Food), purveyors of such brands as Mr Kipling (I do like their cherry bakewells, BTW) has basically been an investing disaster for the last decade. It’s amazing for just how long the company has been on life support. … Continue reading

Posted in Uncategorized | Leave a comment

TCG – Thomas Cook – reading the tea leaves

I haven’t owned TCG for a few years now. It had been an excellent investment for me. I recall that I sold out at about 155p. The shares have had a poor performance since then. I thought the recent chart … Continue reading

Posted in Uncategorized | Leave a comment

IRV – Interserve – drops 30%

IRV (Interserve), the international support services and construction group, provided an update on its exited EfW (Energy from Waste) business and “on certain financing arrangements”. Shares plunged around 30% to 238p as at the time of writing. IRV announced that … Continue reading

Posted in Uncategorized | Leave a comment