Monthly Archives: July 2018

#JPR: Johnston Press – in the news

JPR (Johnston Press) is trending on Twitter. It owns the Scotsman and Yorkshire Post, and it is looking to restructure or refinance its debt. Its share price is highly volatile, and claims that it “knows of no operational or corporate … Continue reading

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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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