In this article, I’ll show you how to clean up and manage your RNS feed by adding a filter and removing noise, colour coding your RNSs, and highlighting words and phrases within the stories itself. We’ll also get rid of all stocks without EPIC codes. The RNS feed is an important part of the screen […]
Month: February 2020
Weekly Commentary: 24/02/20 – Barbell Portfolio
Barbell Portfolio The tax advantages of technology companies and private equity combined with quantitative easing are shrinking stock markets. Until this changes the shrinkage will continue. In this environment a Barbell portfolio is likely to outperform. Jeremy suggests Alpha FX and Non Standard Finance as two companies at polar opposites of the valuation spectrum. Read […]
Taking back control
Richard investigates Dialight, a supplier of industrial LED lighting that flared up ten years ago briefly setting the stock market alight, and subsequently dimmed alarmingly. What are its prospects now it is taking back control of manufacturing? Ten years ago Dialight was a feted, fast growing business in a booming industry, LED lighting, but it […]
Dynamic 35: Scottish Mortgage
I must say I’m very excited to be writing for SharePad and ShareScope. I’ve been an avid user of both for more than 10 years and I know that both products are widely used by smart investors who want to a more in-depth analysis of stocks and funds. Many of you will know me from […]
Weekly Commentary: 17/02/20 – Dinosaurs don’t gallop
Dinosaurs don’t gallop Jim Slater coined the term “elephants don’t gallop” and in this technology enabled era it may be better termed “dinosaurs don’t gallop”. In a hunt for tech enabled small companies Jeremy finds himself enamoured with Plus 500. Read more
XP POWER
Older readers may recall a distant era when electrical devices used to plug straight into the wall. Nowadays, everything electrical seems to need an annoying little box between it and the wall. That box is called a power supply and these are the business of XP Power. But not the annoying ones. XP doesn’t do […]
Screening For My Next Long-Term Winner: Boohoo
Cash flow movements can often indicate whether or not a business enjoys a powerful operational advantage. A strong business might: Receive customer payments upfront for goods/services it has yet to deliver, and/or; Pay suppliers months after goods/services have been received. However, a weak business might: Receive customer payments months after its goods/services have been delivered, […]
Weekly Commentary: 10/02/20 – Employee Culture
Employee Culture With quality as the watchword a review of staff feedback can tell us much about the culture of a company. A review of all companies on AIM underlines conviction in some highly rated companies while underlining that Applegreen, the petrol forecourt operator is more about financial leverage than staff welfare. Read more
A market of stocks or a stock market?
January was a good month, despite the FTSE 100 closing down nearly 3.5% and the outbreak on coronavirus soon to kill us all. Or is it? Well, it’s been declared a global health emergency by the World Health Organisation. But what seems likely is that the media has whipped up the story in order to […]
When bad news is good news
Richard investigates Vitec, which has reported some bad news in 2019. It could be an opportunity to buy shares in a high quality business at a low valuation. I don’t always follow up on reader suggestions, sometimes people recommend companies so repugnant it’s difficult to believe they have ever read a line of mine. But […]
Weekly Commentary: 03/02/20 – Acquirers in a low interest world
Acquirers in a low interest world In the continuing world of cheap money the buy and build companies have generally performed well. But its important to be wary of company adjusted numbers. Jeremy finds all may not be what it seems at Ideagen. Read more