Good morning, it’s Paul here.
Please see the header for the results amp; trading updates which caught my eye, on my initial sweep of the RNS first thing.
Estimated completion time – I’m writing mainly this afternoon, so should be finished by about 6pm….
Good morning, it’s Paul here.
Please see the header for the results amp; trading updates which caught my eye, on my initial sweep of the RNS first thing.
Estimated completion time – I’m writing mainly this afternoon, so should be finished by about 6pm….
Below is a weekly summary of our research findings for 9/23/19 through 9/27/19. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs. Subscribers: To receive…
Good morning!
Sorry for the late start today.
Escape Hunt (LON:ESC)Hipgnosis Songs Fund (LON:SONG)Equals (LON:EQLS)
Personal Note (feel free to skip)
This is irrelevant, but I think it’s worth saying that this has been my busiest month, probably eve…
“Stock Market and the National Election Cycle” examines the behavior of the U.S. stock market across the U.S. presidential term cycle (years 1, 2, 3 or 4) starting in 1950. Is a longer sample informative? To extend the sample period, we use…
Good morning folks,
I’m feeling slightly better off this morning, after numbers from Volvere (LON:VLE). But there are plenty of other stories to discuss, and I haven’t forgotten about stories missed on Tuesday.
Volvere (LON:VLE)Goco (LON:GOCO)North…
Can investors identify stocks that incorporate news slowly enough to allow exploitation? In their August 2019 paper entitled “Tomorrow’s Fish and Chip Paper? Slowly Incorporated News and the Cross-Section of Stock Returns”, Ran Tao, C…
Good morning, it’s Paul here today.
Estimated completion time – probably about mid-afternoon. Update at 15:36 – as usual, it’s taking longer then expected, so I’ll keep going until early evening.
Update at 18:09 – today’s report is now finished.
Sosan…
In recent months my Stock in Focus (SIF) fantasy fund has become more heavily tilted towards small-cap growth stocks than in previous periods. This isn’t deliberate, it’s just the result of my screening process, which is finding more opportunities amon…
Why has value investing (long undervalued stocks and short overvalued stocks) performed poorly since 2007? Is it dead, or will it recover? In their August 2019 paper entitled “Explaining the Demise of Value Investing”, Baruch Lev and Anup S…
Good morning folks,
As far as yesterday is concerned, extra sections were added late in the day by Paul to Monday’s report.
There’s quite a lot that I might cover today.
Park (LON:PARK)Fireangel Safety Technology (LON:FA.)Innovaderma (LON:IDP)Moss B…
Good morning folks,
As far as yesterday is concerned, extra sections were added late in the day by Paul to Monday’s report.
There’s quite a lot that I might cover today.
Park (LON:PARK)Fireangel Safety Technology (LON:FA.)Innovaderma (LON:IDP)Moss B…
Momentum investing strategies have a natural dislike for bearish, unsettled conditions. So it’s no surprise that some of them have been on the ropes this year. But with the market clawing its way back from the summer slump, one of our most beloved mome…
Good morning, it’s Paul here.
Many thanks to Graham for covering last week’s reports, which gave me the opportunity to grab a relaxing amp; enjoyable week in the sun, in Malta – highly recommended by the way, if you’ve not been there before (sunny, fri…
Below is a weekly summary of our research findings for 9/16/19 through 9/20/19. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs. Subscribers: To receive…
What are the essential points from the stream of research on low-volatility investing? In their August 2019 paper entitled “The Volatility Effect Revisited”, David Blitz, Pim van Vliet and Guido Baltussen provide an overview of the low-vola…
Good morning!
I’m in an airport restaurant, hoping that nobody notices I haven’t ordered anything. There’s only a few minutes until I have to go to the departure gate – let’s see how much I can cover.
Clear Leisure (LON:CLP)eve Sleep (LON:EVE)StatPro…
Can investors apply deep learning software to expose obscure but useful management sentiment in firm SEC Form 10-K filings? In their July 2019 paper entitled “Is Positive Sentiment in Corporate Annual Reports Informative? Evidence from Deep Learn…
Good morning
Let’s see what the RNS has in store for us today.
Timings – writing until around 2.30pm today.
This list is final:
IG Group (LON:IGG)Safestyle UK (LON:SFE)Bilby (LON:BILB)Albemarle amp; Bond
IG Group (LON:IGG)
1st Quarter Results
Not …
Good morning folks,Let’s see what the RNS has in store for us today.Graham
Checklists seem able to defend anyone, even the experienced, against failure in many more tasks than we realized. They provide a kind of cognitive net. They catch mental flaws inherent in all of us—flaws of memory and attention and thoroughness. And be…
Do long lags between end of firm quarterly and annual financial reporting periods and issuance of SEC-required financial reports (10-Q and 10-K) indicate internal firm inefficiencies and/or reluctance to disclose adverse performance? In their August 20…
Good morning! This is the placeholder for Wednesday’s SCVR.
Hi folks,
Thank you for the useful suggestions and all the comments, as always.Today I have covered:
Judges Scientific (LON:JDG)Cenkos Securities (LON:CNKS)Strix (LON:KETL)
Judges Scientific (LON:JDG)
Share price: 3679p (+7%)No. of shares: 6.2 mill…
Hi folks,
Thank you for the useful suggestions and all the comments, as always.Today I have covered:
Judges Scientific (LON:JDG)Cenkos Securities (LON:CNKS)Strix (LON:KETL)
Judges Scientific (LON:JDG)
Share price: 3679p (+7%)No. of shares: 6.2 mill…
Hi folks,I’m on a slightly later shift today and will be writing until about 2.30pm.With so many companies reporting, I might make briefer comments in order to expand coverage.Thank you for the useful suggestions and all the comments, as always.Judges …
What is the best risk management approach for a conventional stock momentum strategy? In their August 2019 paper entitled “Enhanced Momentum Strategies”, Matthias Hanauer and Steffen Windmueller compare performances of several stock momentu…
The latest addition to my UK SIF folio was Kurdistan-focused oil producer Gulf Keystone Petroleum. As I own at least one stock with exposure to the wider Middle East region, should I be worried about the oil price spike which has followed Saturday’s dr…
Good morning,
There is a crazy supply of results today, I won’t be able to cover everything. Let’s see how far I get by mid-day.
This is as far as I got:
French Connection (LON:FCCN)Watchstone (LON:WTG)Staffline (LON:STAF)LoopUp (LON:LOOP)Trackwis…
Good morning,
There is a crazy supply of results today, I won’t be able to cover everything. Let’s see how far I get by mid-day.This list is evolving:
French Connection (LON:FCCN)Goco (LON:GOCO)Watchstone (LON:WTG)
French Connection (LON:FCCN)
Sha…
