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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.

  • Wed, 27th May 2015 - 09:37

    Without shops, a high street retailer has no business. Without planes, an airline can’t fly. Whether the company leases the assets or takes out a loan to buy them, the risks are similar, but the accounting can paint a very different picture.

  • Tue, 26th May 2015 - 08:51

    With the chairman leaving on a high in July and the company’s strategy a decade old, it’s a good time to take stock of a consistent growth story.

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

  • Wed, 27th May 2015 - 22:38

    ANGLO AMERICAN  (LSE:AAL) has a pretty conclusive argument suggesting the price must be somewhere around a bottom anytime now. For considerable time, we've had a calculated bottom target at 980p and we're visually happy the lows back in April were sufficiently close to tick that particular box. The tiny little issue is the price hasn't really bounced with any conviction but the BLUE line provides sufficient excuse for us to employ the word YET.

  • Tue, 26th May 2015 - 23:29

    COAL OF AFRICA  (LSE:CZA) has a bit of a weird chart as the share price has been dribbling downhill since 2013. But something a bit odd happened recently which has made us take notice. Shown below, a Light Blue dot and dash line and common sense suggests historically this is the trend. But in January 2014 the price exploded through this line and did precisely nothing. As a result, we've little choice but to ignore this. It wasn't a trend and worse, gives the implication acceleration force against the price is not going to come from the shares historic price highs.

    However, we can suggest a degree of interest is justified in the circled area on the graph. If we extend a trend from this point, on the 18th of this month the share price hit BLUE and rebounded. Logically this is now the trend we must watch as should the price trade above 7.9p, we're arguing for an initial 8.5p with secondary at a longer term 12.75p.

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