Monthly Archives: January 2018

So, how did my prediction on the pound do?

A year ago, I read an article in the Independent with the headline “Pound sterling slump: The key moments in six charts – and how low it could drop”, with the dire prediction: Most economists expect the pressure on the … Continue reading

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MOSB – Moss Bros – the broader picture

MOSB (Moss Bros) issued a trading statement today, sending its shares down 15% to 76.4p. In one breath it said that it “continued to make progress”, but in another it refers to “lower footfall than anticipated”. The full year profit … Continue reading

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CLLN – Carillion followup

Six months ago I wrote about CLLN (Carillion), and promised to do a follow-up. Hence this post. I said this company should be avoided. Since then, the share price has fallen from 126p to 20.9p. I’m pleased to say that … Continue reading

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Follow-up on DEB and NXT; plus MTC

Six months ago, I wrote about hight-street retailers DEB (Debenham) and NXT (Next). I had made a note to myself to write a six months follow-up. Hence this post. DEB was 42.75p, is now 29.56p. NXT was 3890p, is now … Continue reading

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Magic Hat – SPO in, XLM 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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