Investing through the pandemic
When I told my wife I was researching Hotel Chocolat and my first action would be to buy some chocolate, she reminded me that the
11th November 2020
Richard Beddard
Richard is a highly-respected investment writer well-known for his Share Sleuth portfolio, a model portfolio he runs for the investment platform Interactive investor. Richard eats his own cooking – buying good businesses at reasonable prices and holding them for the long-term in his Self Invested Personal Pension.
I’m a long-time ShareScope and SharePad fan and my aim is to help you find better companies faster using the fantastic tools at your disposal. My focus is on finding businesses we can reasonably expect to prosper for many years. As well as analysing data, I work out the strategies companies are following and try to verify that they are working in the real world by quizzing executives, visiting companies, trying their products and observing how they operate.
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
28th October 2020
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,
15th October 2020
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
2nd October 2020
This time is different for Design Group
If you watch Design Group’s annual results presentation, you may detect a bashful smile on chief executive Paul Fineman’s face. Paul Fineman, chief executive of
17th September 2020
A company that is already successful
It would be convenient to report that I diligently pick every share I investigate from a Sharepad filter of exquisite construction, but it would be
3rd September 2020
A safety first stock
I found James Latham a couple of months ago when I was trawling for cheap shares with strong balance sheets. The shares are still cheap,
19th August 2020
Preparing for the worst, capitalising on the best
Listening to Porvair’s long-standing chief executive Ben Stocks talk about the challenges ahead, it is clear the company is bracing itself. Phrases like “preparing for
5th August 2020
Making a new discoverIE
I discovered discoverIE using a simple and fruitful method of finding new investment ideas: a list of shares sorted in SharePad by previous annual report
22nd July 2020
Volex: Reassuringly above average
If you’ve read my recent articles you will know I have been ranking shares using basic financial statistics. I found Bioventix by ranking five criteria.
9th July 2020
A cheap profitable share with a strong balance sheet
Today I have added two more criteria to turn the list of cheap shares with strong balance sheets I made in my last article into
24th June 2020
Ranking potential bargains
A SharePad customer, Chris, reminded me of the power of ranking recently, when he emailed to say (among other things): “I find that I am
17th June 2020