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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.

  • Thu, 17th April 2014 - 09:32

    This week: What triggers Share Sleuth. Also, portfolio news, analysis, and Academics v. analysts: MAFFIA take on the quantitative charlatans and three academics expose incompetent analysis.

  • Thu, 17th April 2014 - 08:42

    Tuesday's announcement that fastener manufacturer Trifast expects it has entered its new financial year with nil debt is a vindication of management's strategy and a lesson for value investors.

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...

  • Tue, 11th February 2014 - 17:37

    I've bought a fund. It's all part of my post-Christmas portfolio tidy-up. I sold some unsuccessful investments and I have now metaphorically placed the money from these stocks in a folder named "Someone Else's Problem".

  • Tue, 21st January 2014 - 17:07

    You have to be an optimist to be a miner. This is what I discovered on a recent and rare foray into the real world of investing, at the Mines and Money Show in London's swish Business Design Centre.

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

  • Fri, 18th April 2014 - 02:03

    GULF KEYSTONE. About the only nice thing we can say about GKP is it only needs the oomph to exceed 158p currently to cancel its logical projections for the future. The share price has done everything bar take an advert in the mass media to suggest its going to the 70p level, maybe even 35p!

    In fact, our software projects an ultimate bottom at just 12 pence.

     

    So that's all the misery out of the way in just a single paragraph.

     

  • Wed, 16th April 2014 - 23:02

    It took a while for the egg to drop and realise Easter is also having a dire effect on the markets. We'd been assigning the current period of 'A Lot, not doing A Lot' to the Ukraine effect but of course, a heck of a lot of people are on holiday. Next week promises to be equally boring unless, of course, anything happens about the Ukraine and associated suspects. The DOW JONES has been a firm case in point with movements in the last week tending to signal it wants to get to 16530 or so. We've an in-house rule of rises being regarded as fake until such time 50% of the potential is exceeded. In the case of the DOW, if it starts trading above 16425, we'll start to pay attention and regard an up cycle as commencing.

    Recent movements on Burberry

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