Share Sleuth's notepad: Deep Value Investing

A book on Deep Value Investing demonstrates an unfashionable but profitable strategy and LPA, Porvair and Chemring report. Two of them join the Watchlist.

Share Sleuth's notepad: Uncertainty meets opportunity

Unilever, William Sinclair and Auckett Fitzroy Robinson report. Meanwhile, undoing botched calculations turns a bad investment into a good one and a reader warns of trouble at Games Workshop.

Share Sleuth's notepad: Keeping your head when all about you are losing theirs

A dearth of full-year results to analyse releases time for tool sharpening. The rusty old PE is a tool that could do with renovation.

The Long and the Short of it

A seasonal message lurks in an unlikely source, a book on investment. John Kay’s The Long and The Short of it contains not just wisdom, but hope.

Share Sleuth's notepad: Better than screening

Screening the market for shares that meet certain criteria promises to cut out much of the donkey work involved in investing, but screens are arbitrary and there may be a better way.

Share Sleuth's notepad: Quality income revisited

An update to the Money Observer quality income screen finds 43 shares that pay out an above average dividend yield that should increase over time.

Share Sleuth's notepad: Asos must grow!

Since we can’t see the future, perhaps the best way to look at a fast growing share is to determine how much growth is required to justify one fact we know: how much an investor must pay for the share now. Asos must grow a lot.

Share Sleuth's notepad: Going for long-term growth

Screening for companies that are likely to grow in value over the long-term is not as easy as finding companies that have grown in the past. Combining growth and quality factors may yield better results.

Share Sleuth's notepad: In support of corporate euthanasia

The firms you need to avoid are not contracting companies, but businesses that are spending too much on growth. They are the value destroyers.

Share Sleuth's notepad: The cost of competition

From insurance, to telecoms, to airlines, to energy, in a wide range of industries companies’ relationships with their customers are adversarial. That can’t be a good thing for long-term investors.

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