Richard Beddard's blog

Quartix: Love at first sight

Quartix, a manufacturer of vehicle tracking devices, is a lovely company.

Howden Joinery: As simple as rolling out new depots

Kitchen supplier Howden Joinery tries to do one thing very well. It’s succeeding.

Science: Mixed results mask value

Research and development consultancy Science experienced growing pains in 2015. They should pass.

InterContinental Hotels: Asset light and cash heavy

The owner of InterContinental, Holiday Inn, and other famous hotel brands is in good shape, having sold its hotels.

Tristel: Caught in the expectations trap

Tristel’s share price has dived because it’s not doing as well as managers led credulous investors to believe it would. That isn’t to say it’s doing badly.

Ten years of Wynnstay

Steadyish growth in profit has earned Wynnstay a reliable reputation. A closer look at the numbers reinforces it.

XP Power: Transformed

XP Power’s results confirm the businesses’ decade long transformation. On 15 times adjusted profit it may be good value.

ARM: Tech titan on sale

ARM is empowering widespread technological change yet, the shares are cheaper than they have been for some time.

Trading our way to FTSE 45,000

Kerry Balenthiran, an expert in market cycles, is trading his way to 2018, when he predicts the start of a 17.6 year golden age for buy and hold investors.

The next bear market low is on 22 May

Three years ago Kerry Balenthiran predicted the end of the commodities bull market in 2015 and the “final crisis” of a 17.6 year bear market for shares. His predictions are getting more precise…

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