Wednesday 14 Sep 2011
A lot of companies had become reliant on government spending prior to the credit crunch, but events in the latter half of the last decade persuaded most of them to diversify a bit. Read More
Tuesday 13 Sep 2011
On Monday I discussed Ashley House, the first of two companies generated by a modified Digital Look Intrinsic Value screen , so today I will discuss the other company the screen produced, Cohort. Read More
Monday 12 Sep 2011
The Footsie waved bye-bye to the 6,000 level in the early part of July and since the big dive at the start of August, has not come close to regaining that level. Read More
Monday 12 Sep 2011
Spare me from zealots of any kind – religious, political and even economic. Now please don’t think that I can’t appreciate concentrated enthusiasm, but blind dogma is (to abuse a phrase) “the last ref... Read More
Friday 09 Sep 2011
Millions of years ago, Australia and India were part of the same landmass; if you look at the world map, you can see that Western Australia would slot nicely into the Bay of Bengal. Read More
Thursday 08 Sep 2011
Are you a top down or bottom up investor? Read More
Tuesday 06 Sep 2011
There is a lot of talk currently about big banks not being interested in lending to small businesses. Read More
Monday 05 Sep 2011
What's in a name? I see the name Scotty and I can't help thinking of a small terrier dog, rather than a £2m company that provides 'integrated communication solutions for video, audio and data transmis... Read More
Friday 02 Sep 2011
"There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns - the... Read More
Friday 02 Sep 2011
The shares of tile and wood flooring specialist Topps Tiles are trading at less than half the value they were trading at the end of January, when they hit a 52-week high of 84.5p. Read More
Friday 02 Sep 2011
The population of Astana, Kazakhstan's capital city, has more than doubled in the last 10 years. Read More
Thursday 01 Sep 2011
Whenever I talk to executives of companies operating in China, I am always taken aback by how big the country's cities are. Read More
Thursday 01 Sep 2011
The closure of the Sunday tabloid the News of the World has given DMGT, publisher of the Mail on Sunday, a big boost. Read More
Wednesday 31 Aug 2011
That WH Smith is buying back more of its shares is not really a surprise. The newsagent is described as one of the successes of Britain’s retail sector, yet the shares are still scarcely moved since e... Read More
Tuesday 30 Aug 2011
Back on 11 August on this blog I wrote about Emblaze, the Israeli technology company that is one of a long list of businesses making Apple's lawyers richer. Read More
Friday 26 Aug 2011
'Do not try to catch a falling knife' is an old adage designed to disabuse novices of the notion that a stock must be cheap, purely because it was ten times dearer a month or so ago. Read More
Friday 26 Aug 2011
Most mining companies are highly diversified, but Antofagasta and Kazakhmys are pretty much single-country, single commodity miners. Read More
Wednesday 24 Aug 2011
Gold, famously, does not rust. Neither, come to think of it, does plastic, but that's by-the-by. Read More
Tuesday 23 Aug 2011
I have occasionally been moved to buy shares in a company after attending a particularly convincing presentation from senior management, and the results thus far have varied from "poor" to "awful". Read More
Monday 22 Aug 2011
Temporary power and temperature control provider Aggreko has more than doubled its revenue in the last four years, which is good going by anybody's standards. Read More
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