Today’s article is the first in a new series called ‘From ideas to investments’ which takes an in-depth look at how to generate investment ideas from fundamental data and develop those ideas into profitable investments. We’ll be looking at the benefits and pitfalls of stock screening and subsequent steps in developing a unique style incorporating […]
Month: July 2018
Motorpoint: A car dealer that stands out from the crowd
Financial statistics from SharePad and non-financial data from the company itself all indicate Motorpoint is no ordinary car dealer. If you’ve bought a vehicle from the company, or read its annual reports, you’ll probably know why. My article on Electrocomponents showed how I find most of my investing ideas with the simplest of SharePad filters, […]
Next – A closer look at its online business
For many years Next has been a very profitable retailer of clothes and homewares. Like most of its peers it has had to face up to the changing world of shopping that has led more people to buy stuff over the internet instead of from shops on the high streets or in retail parks. Profits […]
Stock Watch – Portmeirion
Portmeirion Group is based in Stoke on Trent and is a leading maker of homeware products such as tableware, cookware, placemats, candles and fragrances. It trades under some well-known brand names such as Portmeirion, Royal Worcester, Pimpernel, Spode and Wax Lyrical. Around half its products are manufactured at its own site in Stoke on Trent […]
Hunting in a sea of pessimism
Buying shares that are out of favour is a favourite strategy amongst contrarian value investors. However, in recent times it is not one that has worked particularly well. In fact, much more success seems to have been had with momentum strategies. These involve buying shares that are very popular and, in many cases, have been […]
When bad companies become good: IG Design
IG Design, formerly International Greetings, is one of my biggest investment mistakes—even though I made a few quid on it. Since I sold my shares in International Greetings—as it was called then—in April 2014, the company’s share price has risen from 71p to nearly £5.00. Clearly I misjudged the prospects of the business and that […]