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.

  • Thu, 23rd April 2015 - 08:36

    Buried in the notes to the accounts, a company’s segmental analysis can tell you a lot about it.

  • Tue, 21st April 2015 - 12:18

    Cashflow aside, Wallpaper and fabric designer and manufacturer Walker Greenbank’s full-year results confirm its multi-decade transformation from serial loss-maker into something of a stalwart.

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...

  • Fri, 5th December 2014 - 14:25

    The Colonel provides a review of his portfolio: ITV and Facebook have brought home the bacon, while Tesco and Barclays remain total stinkers.

  • Thu, 2nd October 2014 - 17:22

    The Colonel is not normally a fan of IPOs, but found the attractions of Saga's elderly-focused proposition irresistible.

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:

  • Thu, 23rd April 2015 - 23:08

    SHAWBROOK BANK  (LSE:SHAW) is a nuisance. A new addition to the banking sector, we've got precisely 15 sessions of data to work with making any long term predictions somewhat irresponsible.  Thankfully we can do a little better than simply saying "It might go up. Or down" as the first 15 sessions have shown a market fairly determined to keep it doing nothing interesting - in concert with the rest of the Banking Sector. Trading around 306 currently, it need only better 307p to allow a magnificent surge in the direction of 311p.

  • Wed, 22nd April 2015 - 23:16

    ALDERMORE  (LSE:ALD) surprised us. When we view movements since the start of March, it seems growth above 256p risks sending it to 330p with secondary 365p. As this is a member of the banking sector, we prefer to take such optimistic numbers with a stiff dram. Or perhaps a pinch of salt. The problem, if we can refer to such strong potentials as a problem, comes from the rate of acceleration since trading commenced in March and while it has stalled in concert with the rest of the market it has tended to flatline in a 20p range since.