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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.

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

  • Tue, 4th August 2015 - 23:54

    AUKETT SWANKE  GROUP PLC. (LSE:AUK) Sometimes we come across a neglected share and after viewing its historical price movement data, we're left puzzled at it being unknown.  AUK falls neatly into this category. Aside from this member of Construction & Materials Sector having a funny sounding name, the share price has some distinctly unfunny future potentials. It only needs go up a bit in price to start the ball rolling.

    Essentially, in the event of the share price now closing above BLUE on the chart below, roughly 8p at time of writing, it ticks a box pointing at coming growth to an initial 9.75 with secondary a longer term 11p. But there's something worth greater consideration as the BLUE line which has defined the highs for the last couple of years actually stretches back in time to the start of 2007. It creates a situation where closure above this level is liable to experience Big Picture influences which should ideally provoke fairly sharp upward travel.

  • Mon, 3rd August 2015 - 23:36

    COSTAIN GROUP PLC. (LSE:COST) is our next victim from the Construction and Materials Sector. Surprisingly, it turns out one of the team at TaT has shares in this company. She was given them as a birthday present in 1997.  Amazingly, the share price hasn't really changed since. But pays a dividend every year to remind how utterly unromantic her husband is with birthday presents! (Not entirely true - the other share she was given was Edinburgh Oil and Gas and when that bloomed into a multi bagger, she bought a MX5 with the windfall profit.)

    Nostalgia aside, COSTAIN is looking very slightly interesting for the future.

    We like to look for this phenomena we call a glass ceiling and Costain PLC certainly has one at 341p. To cut to the chase, if the share price now closes above 341p, we'll view it as heading to a longer term 492p with secondary, if bettered, at a more distant 525p. In fact, even on the immediate price movement cycle, we'd expect closure above 341p to lead to 393p. If triggered, the share price would need move below RED at 300p currently to cancel the potentials. A movement like this would suggest coming relaxation to 277p - still safely above the longer term uptrend and simply delaying longer term growth.

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