Share Sleuth

Investment checklist: Games Workshop

Fantasy wargaming company Games Workshop must tread the delicate line between generating a satisfying return for its shareholders and gouging its customers.

Dechra results bear out strategy

Dechra Pharmaceuticals has embraced newly mandated strategic reporting by explaining how its highly profitable business makes money, and how it intends to make more.

Strength in numbers: Abcam, Dunelm and Ricardo

Abcam, Dunelm and Ricardo all reported this week, the numbers are easy on the eye.

Share Sleuth's Digest: Beating every index

This week: Stockpicking takes effort, but it beats investing in trackers. Also: Theories on the demise of Tesco and quantum weirdness on balance sheets.

Avoiding failure is key to long-term success

The Share Sleuth portfolio has almost doubled in size, a statistic that belies disaster and triumph, and an increasingly strong focus on avoiding failure.

Goodwin: "I love it when a plan comes together"

After all the analysis, the payoff is that Hannibal Smith moment, the moment you know at the right price, you’d invest.

Investment checklist: James Latham

Timber and panel product importer and distributor James Latham is a stable, profitable company at a reasonable price.

Share Sleuth Digest: Share Who?

It's a little self indulgent, but should you wish to know more about me and the roundabout way I came to manage the Share Sleuth and Nifty Thrifty portfolios, here’s an interview that explains all.

Investment checklist: Xaar

Digital printhead designer and manufacturer Xaar has gone from being a jam today stock to a jam tomorrow stock in six months.

Xaar - Aaaargh!

The staged collapse in Xaar’s share price seems to have thrown up a glaring value opportunity. The company’s volatile business model makes it difficult to love though.

Share Sleuth Digest: News you can use

It’s an article of faith among long-term value investors that news is noise best ignored. But even for those with the longest time horizons, there’s news you can use.

Investment checklist: Goodwin

Goodwin’s full-year results, reported in July, revealed another year of strong and profitable growth. It’s almost the perfect long-term investment.

Air Partner: Flying into turbulence

Air charter broker Air Partner issued a profit warning last month, precipitating a crisis of confidence among traders holding the shares. Long-term investors need not be so concerned.

Investment checklist: NWF

Distributor NWF’s full-year results reported earlier this month describe business as usual for this relatively stable company.

Share Sleuth Digest: Comparing new ideas with old holdings

This week: A chance to reflect brings a change in methodology; Analysis of BrainJuicer, Games Workshop and Northgate; What’s wrong with the news?

Investment checklist: BrainJuicer

It may be slightly on the pricey side but quirky, innovative, market research firm BrainJuicer ticks all the other boxes.

Share Sleuth's investment checklist

To take an independent view of a company's results investors must challenge the headlines. Half the battle is knowing the right questions to ask.

Looking more juicy: Brainjuicer

Brainjuicer’s declining share price is bringing this innovative and quirky market research company nearer value territory.

Mechanical investing: Taking the plunge

Investing real money in computer generated share trades for the first time feels like a leap of faith, so how do you gain the confidence to do it?

Games Workshop: Is the rest of the world crazy?

Two things are concerning about the rhetoric in Games Workshop's annual report for the year ending June 2014. Tom Kirby, the longstanding guardian of the fantasy wargaming hobby is as florid and zealous as usual, but he also comes across a little unhinged.