Before I go any further, let me just state that I am not here to say “I told you so”. But whenever I have lost money on a share, I have always found going back to see where I went wrong to be very instructive. In fact, trying to spot the warning signs from any […]
Category: Stock Watch
Screening For My Next Long-Term Winner: Mattioli Woods
Many years ago, one of my favourite sources for investment ideas was the Financial Times. However, the FT’s articles did not interest me, and nor did the Lex column. Instead, I studied a small table that was tucked away on those pages that listed every share price. You see, this table named the shares that […]
Searching SharePad for something special
Richard Beddard investigates DotDigital in SharePad. The data indicates it has been very prosperous since it floated on the London Stock Exchange in 2011. A surge in investment suggests it intends to keep things that way. The starting point for many of the ideas I discover in SharePad is a basic four stage process that […]
Screening For My Next Long-Term Winner: Warpaint London
I am always looking for shares that can double, triple, quadruple or more during the years ahead. And one good way of finding such great investments is to study shares that have, well, already doubled, tripled, quadrupled or more. Take Fever-Tree (LSE: FEVR). This tonic-water specialist has rewarded savvy investors handsomely since the firm floated […]
What really makes a great business?
To identify great businesses we must go beyond the numbers and understand what causes them. In this article I revisit 4Imprint, an investment I should have made in 2013, and a business probably still worthy of investment today. Back in May 2013 I wrote excitedly about a company selling promotional products to US companies. 4Imprint’s […]
Screening For My Next Long-Term Winner: Zytronic
Let me start with a confession: 2018 is fast becoming a year to forget for my portfolio. Suffice to say, my shares have suffered a further drubbing… and my annual return is now firmly entrenched in negative territory. I have to admit, those sizzling summer days of soaraway share prices now feel a long time […]
Evaluating a hot tip
Psst, company XYZ is going great guns, it’s shooting for the moon, get in before it is too late!!! In today’s article, Richard uses SharePad to evaluate Clipper Logistics, a tip he received anonymously on the Internet. Tips passed online are sometimes little more than ramps, invitations to boost the tipster’s wealth by buying shares […]
Screening For My Next Long-Term Winner: PayPoint
I don’t know about your shares, but my portfolio was thumped during this month’s market sell-off. The drubbing prompted me to consider whether I should remain invested in my racy growth stocks and contrarian recovery plays — or seek out some alternative opportunities instead. My latest SharePad trawling has therefore centred on dividends — which […]
When dull businesses come good
Stroll into a WH Smith and you might wonder why a shop that sells Sellotape, colouring books and slime (really!) exists today, but the company thrives. Smith’s creeping reinvention is an example to investors seeking to profit from businesses people casually write off because they see no future in them. Perhaps Computacenter is another. The […]
Screening For My Next Long-Term Winner: Character
My SharePad screening for buying opportunities has short-listed Character (LSE: CCT) as a possible longer-term investment. The attraction here is a quite extraordinary story about buybacks. You see, since 2006, this small-cap has bought back shares every year to reduce its overall share count by a huge 60%. What’s more, the purchases have been an […]
