Category: Technique

Hidden treasure on your doorstep

Finding local businesses listed on the stock market is easy with the help of SharePad and Google Maps. Richard maps the market to find out what’s good in the ‘hood. When I wrote about Portmeirion last time, I promised to review a second “old favourite” in this article. In the meantime, though, I have been […]

Portmeirion: When confidence crumbles

SharePad is not just about discovering new shares, it can help us see shares we are familiar with in a new light. Richard uses it to re-evaluate old favourite Portmeirion and his confidence begins to crumble even before events take a nasty turn… This week, and in a fortnight’s time, we will look at two […]

Screening For My Next Long-Term Winner: Abcam

Today I have returned to the share screen I employed to pinpoint Victrex the other week. To quickly recap, this screen applies two ratios favoured by ‘quality’ investors — operating margin and return on equity (ROE). The exact criteria I re-used were: 1) An operating margin (latest and 10-year average) of 20% or more, and; […]

Bodycote: A stalwart in cyclical clothing

Richard investigates a company that not only walks the walk, it talks the talk. I am not going to lie, even if it means shattering the illusion investors are cool rational calculating machines. I experienced a prolonged period of joy when I started investigating Bodycote. Snared by my Fundsmith filter, the company not only walks […]

Screening For My Next Long-Term Winner: Victrex

This week I am tracking down a potential long-term winner by employing two ratios favoured by ‘quality’ investors. The first measure is operating margin, which represents the percentage of sales converted into profit. In theory, a company exhibiting a high operating margin may enjoy pricing power over customers — which in turn may indicate a […]

Screening For My Next Long-Term Winner: Renishaw

I am convinced the very best shares to own are often led by executives who truly act in the interests of ordinary shareholders. In particular, bosses who: * do not dilute investors by issuing shares willy-nilly; * create dependable returns through a rising dividend, and; * own a lot of shares themselves… …should deliver better […]

RM: Is profit real?

Richard investigates RM, one of the stock market’s great survivors, starting with just one question. It takes him on a twisty trail… Before we get into the numbers, some reasons why RM, a supplier of 50,000 educational products and IT to schools and nurseries and on-screen marking services to exam boards, is worthy of investigation: […]

Screening For My Next Long-Term Winner: Craneware

Years ago I read Super Stocks, an investment book that claimed to reveal “powerful new ideas” to uncover “opportunities for spectacular profits”. I sadly can’t recall identifying any “opportunities for spectacular profits”… …but the book’s “powerful new ideas” did make some sense — not least the concept of identifying companies that undertook significant research and […]

Moneysupermaaaaaaahhhhhhket

The veteran price comparison company is changing, and maybe for the better. Richard investigates one of the companies that easily met the criteria of his Fundsmith filter. I avoid Price Comparison Websites. The notion we should all be like hamsters in a wheel, swapping insurance policies and energy suppliers every year for cheaper alternatives is […]

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