Blog
I noticed that the share prices of BHP Group (BHP) and Rio Tinto (RIO) jumped this morning – at least for these behemoths of the FTSE-100 they moved…
Read moreThe stock market seems to be in limbo as business waits to see the outcome of Brexit politics. In my portfolio, small cap companies are drifting down and…
Read moreThere was a very good article in the FT on Saturday on the “rise and fall of a rock star fund manager”, i.e. Neil Woodford. Essential reading for those…
Read moreThe FTSE and my portfolio jumped up this morning (11th October) on the hope of a Brexit Agreement after all. RBS is up 16% which seems to be…
Read moreOn Tuesday the 1st October I attended a company seminar organised by ShareSoc in Birmingham, mainly to present my new book. But there was an interesting presentation given…
Read moreFirstly, lets talk about a couple of companies in which I hold no shares. CentralNic (CNIC) published interim results this morning. This company sells internet domain names and…
Read moreTo follow on from my previous comments this morning on Burford Capital (BUR), this is a typical “shorting” attack where the shorter (Muddy Waters) and their supporters make…
Read moreInvestors may have noticed that the pound is in free fall and heading towards US$1.20. That’s near the low after the initial Brexit vote. Pundits, not that they…
Read moreThe IPO of Slack in the USA has received a lot of media coverage. This is one of those technology stocks that is on what at first glance…
Read moreHow long do you give a fund manager before giving up on poor performance? This is the key question faced by investors in the funds run by Neil…
Read moreI attended Interserve’s General Meeting today and I am… …angry with major shareholders, who didn’t hold the board to account and couldn’t be bothered to speak or vote…
Read moreWarren Buffett has published his latest annual letter for investors in Berkshire Hathaway (see http://berkshirehathaway.com/letters/2018ltr.pdf). These letters are always worth reading for their insight into how a successful…
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