Monthly Archives: July 2018

RPC followup

A year ago I wrote about RPC (https://mcturra2000.wordpress.com/2017/07/12/rpc-my-own-thoughts/), presenting a negative view. Since then, the shares have fallen 3.6% from 773p to 745p, whilst the ASX has risen 4.0% from c. 4025 to 4187. What worried me was: a chart … Continue reading

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Magic Hat: MGNS in, LSL 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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