Month: October 2020

Floored

James Halstead makes vinyl flooring, the kind we see in hospital corridors, GP surgeries, clinics, schools, offices, laboratories, prisons, factories, shops, trains and boats around the world. James Halstead’s biggest brand is Polyflor. The company’s social media accounts are a good way to get a feel for the product and you can take the Commercial […]

Dynamic 35: Aurora Investment Trust

A new addition to the Dynamic 35 Aurora Investment trust I wanted to start this article with an immediate declaration. I am a non-executive director at my new addition to the Dynamic 35, the Aurora investment trust. As a general rule I tend not to discuss any fund where I have some form of professional […]

Stock selection & staying in lane

In this article I’m going to cover some big picture charting and try my best to bring across to the reader three different time frames of managing money or lanes of investing that every investor can connect with in one form or another. In addition, I also want to offer some reasoning as to why […]

Don’t waste a good crisis

Before I started fishing for a share to investigate for this week’s article, I culled my personal filter library. Many of the filters are derivations, refinements that effectively render older filters redundant. Some are failed experiments. Being a simple sole, I cut the library down to four: The old ones are the good ones – […]

The Trader: A look at the hospitality sector

The hospitality sector has been smashed in recent months. This is for several reasons. Lower footfall in high streets, offices closed and the work from home trend, and finally because many were already being hit in the casual dining crisis that is far from over. In the aftermaths of the Great Financial Crisis restaurants boomed. […]

What does not kill a business can make it stronger

This article was not supposed to be about paper maker James Cropper. I set out to write about Animalcare, a veterinary pharmaceutical company, but I quickly became disillusioned, wretched even. You probably will hear about Animalcare one day, because it is an interesting business, but it is also complicated and its complicatedness was epitomised by […]

Dynamic 35: RTW Venture

I have a new addition to my Dynamic 35 list of investment trusts and closed end funds. It is called RTW Venture and it is a venture capital fund which invests in life sciences businesses – mainly in the biotech and MedTech space. Its key differentiator is that it invests in later stage private businesses […]