Magic Hat portfolio turns 3

My Stockopedia “Magic Hat” Fantasy Fund (http://www.stockopedia.com/fantasy-funds/magic-hat-463/) recently turned 3 years old. It returned 41.6% over 3 years, compared with 15.1% for the FTSE 350. That’s pretty good, although not spectacular, as it r…

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Technical Analysis (Part 21) – Japanese Charts: Line Break

Renko charts, discussed in the previous article, should have given you a whole new perspective on how to analyse and trade chart data. In article 21, we are going to look at another form of Japanese chart that helps you to spot reversals! Calling the t…

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Should investors diversify across multiple ‘factors’?

At a first glance, the stock market may look like complete and utter chaos. Prices move up and down in a seemingly random and inexplicable walk. But academics and practitioners have been studying the market for decades in order to identify order within…

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Small Cap Value Report (Thur 15 Aug 2019) – HAT, Market jitters

Good morning!
The Dow fell 800 points yesterday, or 3%. The FTSE dropped another 100 points to c. 7150. Let’s see what today brings.

H amp; T (LON:HAT) footnote
(I have a long position in HAT.)
I had a very brief chat yesterday with Richard Withers, …

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Small Cap Value Report (Thur 15 Aug 2019) – HAT

Good morning!
The Dow fell 800 points yesterday, or 3%. The FTSE dropped another 100 points to c. 7150. Let’s see what today brings.

H amp; T (LON:HAT) footnote
(I have a long position in HAT.)
I had a very brief chat yesterday with Richard Withers, …

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The constant battle between Value Investing and Algorithmic Trading.

Humans have been learning to trade for centuries now. We started with trading goods, services, emotions and money to developing new strategies and formulas that proved their worth in the emerging economy. But the harsh reality is that everything can be…

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$BABA Alibaba – the madness of crowds

$BABA (Alibaba) shares traded up 3.25% to $103.29. It has a market cap of $249bn. It’s annual revenues for 12 m/e 31 march 2014 was 52.504bm CNY (8.45b USD). That gives it a PSR of around 30. Doesn’t it occur to investors that a $249nb company cannot l…

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Ramp;amp;D Breakthroughs Screen: getting a jump on the growth investors?

We thought we’d spend some time discussing one of the most obscure screens amongst the Quality stock screen category, Ramp;D Breakthroughs Screen. It’s a stock selection strategy that seeks to match up companies with cheap share prices compared to what…

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Glencore: is the IPO over-valued?

When such a large scale IPO hits the market, there are some concerns as whether this is a sign of the commodity cycle peaking. The Glencore IPO is the largest since General Motors sold shares in November, and will give Glencore a value of $61 billion i…

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Equity Factor Time Series Momentum [PREMIUM]

In their July 2019 paper entitled “Momentum-Managed Equity Factors”, Volker Flögel, Christian Schlag and Claudia Zunft test exploitation of positive first-order autocorrelation (time series, absolute or intrinsic momentum) in monthly excess…

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Small Cap Value Report (Wed 14 Aug 2019) – DUKE

Good morning,
There isn’t a whole lot in the RNS today but we do have:Duke Royalty (LON:DUKE)Lookers (LON:LOOK)Indigovision (LON:IND)Adnams (OFEX:ADB)Xeros Technology (LON:XSG)Sports Direct (SPD)

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Small Cap Report – PLA, NFC, DLC, SPO, NWF, CFX, MWG, CCT, TCG

Plastics Capital (LON:PLA) is a company which I follow closely, as myself and David Stredder interviewed the CEO 6 months ago. My impression was (and remains) that this is a good quality, niche company, well managed, but with a tad too much debt (albe…

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GuruScreens – upgrades and downgrades – Jan 13th – DPZ, ASC, CINE

Cineworld
Revenues at
Cineworld, the largest cinema operator in the UK, have grown by 16% over the last twelve months, supported by the acquisition of Cinema City – an east European cinema chain that should provide scope for overseas growth. Analyst…

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Technical Analysis (Part 5): Point and Figure Charts

Last week in Part 4, we looked at candlestick charts. This week, we look at one of the oldest charting methods popularised in the West: Point and Figure charts. To some, Point and Figure charts look like a glorified game of noughts and crosses! To othe…

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Malcy’s Oil Report – SOU, IOG, TRIN

WTI $45.55 -34c, Brent $48.71 -10c, Diff $3.16 -44c, NG $2.48 +3cOil priceA mixed day in the oil market which ended with WTI and Brent going in different directions. This was mainly as the November WTI contract expired immediately followed after the cl…

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Technical Analysis (Part 3): Line amp;amp; Bar Charts

Last week we looked at some of the basic rules you need to know in technical analysis. This week we start our focus on the actual tools of the trade, beginning with a look at Line Charts and Bar Charts. Charts are like maps to navigate.  The analyst ha…

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Inflation Forecast Update

The Inflation Forecast now incorporates actual total and core Consumer Price Index (CPI) data for July 2019. The actual total (core) inflation rate for July is higher than (higher than) forecasted.
The post Inflation Forecast Update appeared first on C…

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Small Cap Value Report (Tue 13 Aug 2019) – HAT, WOSG, PLUS, MMH

Good morning everyone!
There are some interesting releases for me to look at today. This list is provisional:
H amp; T (LON:HAT)Watches of Switzerland (LON:WOSG)Plus500 (LON:PLUS)Marshall Motor Holdings (LON:MMH)Connect (LON:CNCT)Cenkos Securities…

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Small Cap Value Report (Tue 13 Aug 2019) – HAT, WOSG

Good morning everyone!
There are some interesting releases for me to look at today. This list is provisional:
H amp; T (LON:HAT)Watches of Switzerland (LON:WOSG)Plus500 (LON:PLUS)Starcom (LON:STAR)Marshall Motor Holdings (LON:MMH)Connect (LON:CNC…

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Small Cap Value Report (Tue 13 Aug 2019) – HAT

Good morning everyone!
There are some interesting releases for me to look at today. This list is provisional:H T (LON:HAT)Watches of Switzerland (LON:WOSG)Plus500 (LON:PLUS)Starcom (LON:STAR)Marshall Motor Holdings (LON:MMH)Connect (LON:CNCT)H …

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