Good morning! It’s a very quiet day for results amp; trading statements today. The Futures are indicating a decently positive market open today, with the FTSE 100 forecast to open up 32 points at 6,754, so that should mean we have a fairly relaxing mor…
With one exception, shares in the UK’s six biggest listed housebuilders have risen by a remarkably uniform 21-26% since the general election.The exception is Berkeley Group, which has risen by 42% in just over three months. That’s not bad for a firm wh…
A little background..
Shares in Trinity Mirror are a nice example of where investing meets my everyday life. It’s not very often, particularly in the sort of (mostly boring!) small cap companies I look at, that something hugely material to the share’s …
The model that makes up about 80% of my stock picking process has undergone several minor adjustments, one following quickly after the other. Since I have referred to it quite a bit recently I thought it might be useful to thrash out the details as wel…
I’ve long been fiddling around with various mechanical methods of adjusting an almost passive index investing stragety to improve the risk/reward ratio. This is sometimes known as Tactical Asset Allocation (TAA). I thought I’d put up some charts o…
This is the first of a three part write up where I look at the background to my investment approach. This part is about why I focus on yield when buying shares and why compounding the income from them is a good idea. Part two will explore what other fa…
Growth – for very many private investors it is the watchword when it comes to picking stocks and turning a profit. Yet while the essence of backing companies that are growing seems apparently very obvious on the surface, the realities of how and why a …
On our journey to build the very best data service and toolbox for investors, our team at Stockopedia has developed an investment philosophy. It’s obvious that investing is a very personal business; everyone is driven by different aims, timeframes and …
Good morning, it’s Paul here!
Thanks to theresa34l for pointing me in the right direction of interesting figures from Gordon Dadds (LON:GOR) – it looked too good to be true, and it IS too good to be true – I found the catch, after spending a couple of…
Good afternoon!It’s a very slow day for company news today.Brexit seems to be very much dominating things right now. The opinion polls are showing a late surge for the Out campaign. I’ve always assumed that the British people are most likely to do what…
Good morning! Last call for any donations to my spring charity fundraising – I’m abstaining from alcohol for three months (not had a drop since NYE!), and am also running the Brighton Half Marathon this Sunday. It’s going to be a disaster, as the weath…
Good afternoon!Not much to report on today, and I have to drive back down from Cheshire to the south coast this afternoon, so will just do a short report now, and then hopefully add some more comments once I get home this evening.Sprue Aegis (LON:SPRP…
Great growth companies, bought early at cheap prices are highly prized by most investors, many of whom will go to great lengths to find the next ‘multibagger’. But while the search for top quality earnings growth and market-beating performances usually…
I generally avoid blue sky, or story stocks, as my experience of the dot.com boom amp; bust in 1999-2000 has taught me that very few (in fact, hardly any) story stocks actually deliver on their promises. Even if they do deliver, it’s usually years behi…
Most organisations have the sound bites when it comes to customer service and have good intentions as relayed in their mission statement, which often aspire to providing a market leading level of service, but in reality very few businesses actually ach…
Below is a weekly summary of our research findings for 7/22/19 through 7/26/19. 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…
UK dividend payouts grew by 14.5 percent to a record £37.8 billion in the second quarter of this year. The figures were boosted by a handful of large special dividends and the effects of the weaker pound. But behind the scenes, underlying dividend grow…
At Mello Workshop 2015 I spoke about how to construct a high-yield portfolio and documented the process; in this article I create just such a portfolio and discuss some of the questions that arise while following the rules.IntroductionIn Part 1 of this…
This is the second of three articles where I explain the why, what and how of my Compound Income investing. In this part I will look at the other factors I consider in addition to yield which was covered in why.
Value
Even though yield covers this to t…
Good morning, it’s Paul here!
Thanks to theresa34l for pointing me in the right direction of interesting figures from Gordon Dadds (LON:GOR) – it looked too good to be true, and it IS too good to be true – I found the catch, after spending a couple of…
This is another dividend increased each year from 55 years ago since 1920. That is some achievement on a scorching day here at Purley on Thames near Reading Berkshire where the temperature is now 40 C at 3:40 pm. Information from Money Observer Augus…
Good morning, it’s Paul here.
Thanks for the positive comments yesterday. Things work much better when I’m at home, on the south coast, and can properly devote my energies to these reports. It all goes haywire when I’m in London, so will keep away from…
Good morning!Conviviality Retail (LON:CVR)Preliminary results for the year ended 27 Apr 2014 have been issued this morning. In my opinion the shares look moderately interesting. It’s not a great business, being budget off licences, but I do like their…
Good morning, it’s Paul here.
Thanks for the positive comments yesterday. Things work much better when I’m at home, on the south coast, and can properly devote my energies to these reports. It all goes haywire when I’m in London, so will keep away from…
The purpose of this article is to set out an quot;emerging marketquot; investment thesis that I understand a number of Stockopedia contributors follow, and allow for discussion and investment ideas within that thesis. Here in the UK and, I believe, in …
This landed in my inbox today, from “The Right Side” with the headline “This has multi-bagger written all over it”. Aye aye, who doesn’t want a mutli-bagger? The stock in question is AGTA – Agriterra. According to Stockopedia:
Agriterra Ltd is a Guern…
Good morning, it’s Paul here.
Thanks for the positive comments yesterday. Things work much better when I’m at home, on the south coast, and can properly devote my energies to these reports. It all goes haywire when I’m in London, so will keep away from…
Good morning!Yesterday was a SCVR marathon day for me, with the usual daily report, plus in the evening I wrote another report from Monday (my sick day). So please click here to read Monday’s delayed report, which covers: Waterman (LON:WTM) , DX (Grou…
Good morning, it’s Paul here.
I hope everyone is coping alright with the extreme heat this week. My apartment is unbearably hot at the moment, so I had to abandon work yesterday by mid-afternoon.
Let’s start today with an interesting results statement …
It’s always difficult looking back and trying to glean lessons for things in the future – the past is so inherently noisy that I wonder if many over-rationalise their losses and their wins. Any one investment has a plethora of movers, some of which one…
