Richard Beddard

Black ‘n blue chips

Too good a headline to waste

It’s nicked from the New York Times, and I’m using it in a forthcoming iBall episode, but it’s just too good a headline to waste.

This morning I wrote the script for an iBall show on shares you can buy for under a pound.

This week's hit list

The calm before the storm

New annual reports were rare in February, but next month we should witness a tsunami of reporting as companies file for the year ending December 2008.

Last week I found six companies that could be cheap (their prices are less than the average of up to nine years of earnings per share), financially strong (debt is less than equity), and that had just published reports so we can get an up-to-date view of their businesses.

Here they are:

ITE: Reasons to be cheerful

I see rubles, up ahead

Looking at my recent posts, you’d think I’m obsessed with ITE.

It’s a very interesting stock. Top-down the case looks ropey.

ITE: The other side of the ruble

From Russia with fear

Since yesterday, a report from Moody’s and a video from the BBC have unsettled me even more about Eastern Europe. Ignorance was bliss. A little information is terrifying.  The truth is probably somewhere in between.

The gist of the report is that the credit crunch and collapsing oil price are costing Russian companies.

Fear of the unknown driving ITE’s price down

The sum of all fears

Maybe it’s because I watched the The Sum of all Fears on telly last night, but my febrile emotional state is resisting ITE (ITE).

ITE, which organises trade shows, does a lot of its business in Russia, £66m in 2008 or about 60% of its sales.

Innovation doesn't inspire

Uncertainty abounds

After reading Alphaville’s alarmist appeal to readers to SELL: Insurers  because of now widely reported fears for their solvency, I tweeted :

Right, that's it.

The UK’s riskiest big companies

Three risks, and three risky companies

Since the point of investing in companies is to buy a share that will return us more money in the future, the risk investors face is that they might get less money back. The problem, as bankers, around the world have discovered is, we’re not very good at measuring risk.

In a note published in 27 January, James Montier, looked beyond standard statistical measures of risk to identify what could go wrong with an investment in a company.

William Sinclair, a contrarian conundrum

Guilty of perverse optimism in the first degree SNCL chart Some people see roses where everyone else sees dandelions or sense opportunity where others despair.

Is the UK’s most expensive share worth it?

Partial nationalisation is good for shareholders, but not that good

Domino Printing Sciences

Falling like Domino

I expected Domino (DNO) to be dull.

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