The Human Screen with Richard Beddard

Inspired by stories of Warren Buffett dredging through the Moody's Manual starting at the companies with names beginning with 'A' and finishing at 'Z', value investor Richard Beddard has decided to abandon traditional screening and tackle the whole market in date order for his Thrifty 30* portfolio.

Over the course of a year he will try to look at every company in the stockmarket as soon as they have published their full-year results.

For a full explanation of why Richard is screening the market himself see: Introduding the Human Screen, and for more details about how the Human Screen operates see: Evolving the Human Screen.

*Richard runs a mechanical Nifty Thrifty portfolio for Money Observer Magazine, which blindly follows a screen. The outcome of the battle between the Nifty Thrifty and the Thirfty 30 portfolios in the long term will decide whether he has any skill as an active investor, or whether he should just let the computer grind out its soulless predictions.

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Cohort: Managing austerity
By: Richard Beddard I Thu, 30/08/2012 - 11:35

Defence technology supplier and consultancy Cohort seems to be managing its way profitably through Ministry of Defence cut-backs, says the 'Human Screen'.

Plastics Capital: Cyclical or stalwart?
By: Richard Beddard I Tue, 28/08/2012 - 11:26

Plastics Capital has the aspirations of a hidden champion, but has performed like a cyclical company. If in future it performs like the former, it could be good value.

Carpetright: Something doesn't add up
By: Richard Beddard I Fri, 27/07/2012 - 12:00

The latest company under the gaze of Richard Beddard's 'Human Screen' is the bed and carpet company Carpetright.

Stagecoach: A growing reputation
By: Richard Beddard I Thu, 26/07/2012 - 15:00

The bus and rail company Stagecoach is the latest company for value investor Richard Beddard to analyse using the 'Human Screen'.

ACM Shipping: Dogged by uncertainty
By: Richard Beddard I Thu, 26/07/2012 - 10:00

Richard Beddard looks through the 'Human Screen' at shipbroker ACM Shipping which is positioning itself for an upturn in the market, although it's not saying when that might be.

James Cropper: Approaching with caution
By: Richard Beddard I Wed, 25/07/2012 - 15:31

Shares in speciality paper manufacturer James Cropper look cheap, but having examined them through the Human Screen, Richard Beddard doesn't have much faith in the numbers.

Ashtead: Once bitten, twice shy
By: Richard Beddard I Mon, 23/07/2012 - 16:45

Value investor Richard Beddard takes a look at plant-hire firm Ashtead Group through his 'Human Screen', and concludes it's best left to investors who like a gamble.

Micro Focus International: Uncool, but very profitable
By: Richard Beddard I Fri, 20/07/2012 - 13:11

The latest instalment of the 'Human Screen' sees Richard Beddard casting his eye over the software company Micro Focus International.

Dart: All-time record holder for value
By: Richard Beddard I Thu, 19/07/2012 - 16:34

In his latest 'Human Screen' update, Richard Beddard says low-cost airline Dart has performed well through the recession. He thinks the company is a quality cyclical.

Norcros: Crunched
By: Richard Beddard I Thu, 19/07/2012 - 10:59

Richard Beddard takes a look through the 'Human Screen' at Norcross, the ceramic tile manufacturer with a turbulent history.

James Latham: The in-between stock
By: Richard Beddard I Wed, 18/07/2012 - 12:30

The 'Human Screen' takes a look at Timber and sheet wood distributor James Latham, a cyclical business that stays profitable and usually pays a reliable dividend.

Solid State: From recovery to growth
By: Richard Beddard I Wed, 18/07/2012 - 16:45

Solid State is managing the tricky transition from recovery to growth rather well, and the Human Screen, who profited handsomely from the recovery, is watching with interest.

De La Rue: Speculating on a euro collapse
By: Richard Beddard I Mon, 16/07/2012 - 11:23

The attraction of De La Rue is it's a specialist market, in which the business has an entrenched position, says Richard Beddard in his latest 'Human Screen' entry.

MDM Engineering: Demand could fall precipitously
By: Richard Beddard I Thu, 12/07/2012 - 17:07

Looking through the 'Human Screen', value investor Richard Beddard casts his eye onto the mining engineering contractor MDM Engineering.

Imagination Technologies: Exercises the imagination
By: Richard Beddard I Thu, 12/07/2012 - 10:33

In the latest edition of the 'Human Screen', value investor Richard Beddard takes a look at the technology company Imagination Technologies.

Trifast: Reviving its reputation
By: Richard Beddard I Wed, 11/07/2012 - 15:33

Trifast, the manufacturer and distributer of industrial fasteners, is the latest company under the gaze of Richard Beddard's 'Human Screen'.

Majestic Wine: Successful for a long time
By: Richard Beddard I Wed, 11/07/2012 - 10:13

In this entry of the 'Human Screen', value investor Richard Beddard looks for value in Majestic Wine, the specialist wine retail company.

red24: Extracting value
By: Richard Beddard I Mon, 09/07/2012 - 15:19

Richard Beddard takes a look through the 'Human Screen' at red24, the security company providing global risk management to employees and companies.

Ensor: Mini-conglomerate emerging from recession
By: Richard Beddard I Mon, 09/07/2012 - 11:02

In the latest instalment of the 'Human Screen', Richard Beddard takes a look at the family-owned building products supplier and manufacturer Ensor Holdings.

Atkins: Potential stalwart
By: Richard Beddard I Fri, 06/07/2012 - 16:19

Richard Beddard takes a look through the 'Human Screen' at Atkins, the global company who manage construction, engineering and infrastructure projects amongst other services worldwide.

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