Share Sleuth Blog

Share Sleuth

Share Sleuth is the online diary of value investor and companies editor Richard Beddard, including research notes, watchlist and a model portfolio.

  • Mon, 22nd September 2014 - 11:21

    A study shows family owned businesses are more profitable. Maybe its because their very ownership protects them from the winds that buffet more popular shares, like Tesco.

  • Fri, 19th September 2014 - 12:53

    A positive AGM update on Tuesday fails to provide an explanation why Cohort is so undervalued. Its long and short-term prospects appear solid enough.

The Colonel

The Colonel knows his onions. Retired from the military with grown up children, this super-savvy empty-nester divides his time between walking the dogs, the golf and/or race course and hunting down great investment propositions. With his personal motto of Sinil Labore Nihil (or, roughly, Do Your Own Research for those without a Google translator) The Colonel spends more time on the web with ‘sharpener’ in hand than almost anyone else. And being a Colonel of course, he just can’t keep it to himself...

Peter Temple

Peter Temple was an equity analyst for 18 years. In the decades since he quit the City he has been a widely published journalist and author. Here we get straight to the wisdom from the man who makes his living from investing.

  • Wed, 11th July 2012 - 17:18

    The two months since the ETF Portfolio was last updated have been what might be described a "steady as she goes" period. The market has recovered some poise, compared to the periodic bout of euro-itis with which it was afflicted last time round.

  • Tue, 22nd May 2012 - 16:53

    It is a little-known fact that the iShares powerhouse, a big player in the now well-established market for exchange traded funds, actually began life as a joint venture between US bank Wells Fargo and the Japanese investment house Nikko.

Trends and Targets - a new name, but the same old team of analysts with their magic secret software! Formerly Precogz, they provide Interactive Investor’s clients with daily movement forecasts before trading commences, covering nearly 50 of the most popular traded shares.

Note: The analysts cannot give financial advice or strategy solutions. If you want to get hold of them, their email is:

  • Mon, 22nd September 2014 - 22:27

    The VAT Rate was TEMPORARILY increased by 2.5% to 20% due to the events of 2009. As the UK has apparently recovered, why has the VAT increase not been abolished? If nothing else, it would allow the price of fuel to reflect the reduced price of Brent Crude!  It would get people spending again and may even get TESCO out of a little trouble...

    BUNZL (LSE:BNZL)  proved of special interest to a grand-daughter when giving her a simple reading exercise at bedtime. For a three year old, she immediately picked this from a listing of FTSE100's as worth further investigation. In fairness, it would be safe to assume Rapunzel was her motivation tho'.

     n keeping with the fairy tale theme, if we toss our Timeframe Logic against this share, it really cannot afford close below 1561  

  • Sun, 21st September 2014 - 20:26

    GOOD NEWS for a change from Scotland. Now the country is back in its box,  we were utterly delighted when our small basket of trading opportunities on Friday lunchtime triggered and met target with utter precision. Since the start of August, price and index movements have been dreadfully unreliable from our perspective as the markets behaved in a fashion we'd never experienced before. A situation which hadn't occurred for 307 years tends to make a lot of sense as culprit for the recent market shambles.

    BT GROUP (LSE:BT.A)  are  guaranteed to irritate nearly 50% of Scotland simply due to the BT moniker being used by the