Category: Strategies

Why shorting is good for investors

Although I am much more of a trader myself as I rely on trading profits to pay my bills, I do think investors have much to be gained learning from the art of short selling stocks. There are several reasons that will be explained in this article, but first it is important to understand what […]

Fishing like Fundsmith

Richard builds a Fundsmith filter, taking it from concept to conclusion. The aim: To reduce the “junk” in our watchlists so we are fishing in a better-stocked pool of shares. My editor wonders whether my obsession with Fundsmith Equity Fund is a ‘fatal attraction’ but he has permitted one more article. It would be remiss […]

Putting performance into perspective

Richard reads Fundsmith Equity Fund’s annual letter to fundholders and suggests a modest improvement that could change your perception of financial history. He also responds to reader’s queries about On The Beach, the company he profiled two weeks ago. If you are a fundholder in Fundsmith Equity Fund, then congratulations. You’ve just received fund manager […]

Starting with the big picture

Richard starts his analysis of fast growing online beach holiday retailer On The Beach with new SharePad views designed to give him the big picture at a glance. Before I start dreaming about holidays, some humble pie. A few weeks ago I ridiculed the idea of using more than three SharePad windows by suggesting they […]

Magic Formula stocks for 2019 & 2018 performance

Back in 2016 we began testing and tracking three model portfolios based on Joel Greenblatt’s magic formula approach (click here to read more about this) and last year we added a forth model (click here to read this article). Regular readers will know how these portfolios are put together. Here’s a quick recap for the […]

Assessing whether profit is real

On the face of it Ricardo is a great company, but in recent years its earnings have deviated a long way from the cold hard cash that has flowed into the company. That may be changing. Though I don’t normally pay much attention to share prices, a 40% slump in the price of Ricardo values […]

How I build and manage my share portfolio

The key thing to stress at the beginning and, as many of you will already be well aware, there are many ways to become a good investor. There are many different techniques, many different styles and strategies from fundamental analysis, technical analysis to even astrology and Biorhythms. It sounds like a cliché but the best […]

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 […]

Magic Formula stocks for 2018

For those of you who like the idea of a buy and forget investing strategy then Joel Greenblatt’s Magic Formula of buying good companies at fair prices takes a lot of beating in my view. It is a simple and powerful way to put together a portfolio and one that has a pretty good long-term […]

A blueprint for better long term investing

Holidays are great for switching off from the stresses and strains of the daily grind and concentrating on what’s really important in life. I’ve just had three weeks away from work – I can’t remember the last time I did that – spending time relaxing with my family and doing jobs around the house that […]

Shares to hold to the grave, and beyond…

For my debut SharePad article, I’ve been invited to introduce my stockpicking strategy. It’s a daunting prospect because strategy is everything. Without a strategy, luck or instinct will determine our returns and in the stock market neither can be relied on. There are many reinforcing activities that make a good strategy, so please forgive the […]

Value investing today

One of the great things about investing is that there are lots of different ways for people to try and make money. This means that there is a style out there that will suit most temperaments. Probably the most well known investing strategy is value investing. Yet I find that this term is frequently overused […]