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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.

  • Tue, 7th July 2015 - 10:30

    Cohort is a collection of small, semi-autonomous defence companies thriving in a moribund market by being quicker at giving the customer what it wants.

  • Mon, 6th July 2015 - 12:13

    Avoiding all the psychological biases bandied around in academia and the media might drive an investor insane. Help is at hand, from an unlikely source.

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: info@trendsandtargets.com

  • Mon, 6th July 2015 - 23:14

    EURO vs US DOLLAR.  (FOREX:EURUSD) has featured quite a few times as our headline since 2012. Alas, it's starting to look like the final endgame is unfolding. Should it now start trading below 1.09, weakness to 1.006 - aka Parity looks pretty much guaranteed. To cancel this potential, the pairing would need trade above 1.17 and rather usefully, events so far this year have produced a reliable looking early warning signal.

    We've painted a glass ceiling on the chart at 1.145 as this relationship seems to have an issue with this level. Should the pair now trade above this point, it seems growth to 1.21 becomes viable and this would visually signal an assault on the RED uptrend since 2005. Needless to say, that's the end of the good news as while the pairing remains below RED, it's trading in a zone of weakness and basically at the whim of whatever political shambles is ruling the headlines.

  • Mon, 6th July 2015 - 00:24

    EURO vs GBP.  (FOREX:EURGBP) has inspired us to spend a week looking at the EURO against other currencies from a Big Picture perspective. Obviously Greece is liable to inspire a sense of direction. While we utterly detest trying to make sense of Forex movements from minute by minute perspectives, our Big Picture stuff tends to work out nicely.

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