Northamber Plc is a United Kingdom-based company principally engaged in the supply of computer hardware, computer printers … [Read more...]
Bought Mallett at 78.90p
Price/Book =0.43Price/(current assets - all liabilities) = 0.53Since 1865 Mallett have grown to be the largest and most … [Read more...]
Bought Titon Holdings at 33p
I bought Titon Holdings (TON) today. They are a leading UK supplier of Ventilation Systems and Window Hardware.Notable … [Read more...]
Value Share Selection
My share buying criteria are slowly taking shape, based on extensive back testing as reported in "What has worked in … [Read more...]
Bought Pendragon at 8p and Ennstone at 16.47p
I started my toe dipping exercise into value investing this month. The plan is to start out light and only buy once a month … [Read more...]
Two Value Portfolios
I want to run some back testing on a couple of value portfolios. They're both based on picking relatively small cap stocks … [Read more...]
Sliding cash ratio based on index p/e
I had an idea today that I might do some back testing with. It's kind of a slant on MPT with a dynamic cash allocation. What … [Read more...]
July Investment update
The UK and US economies are still heading for recession caused by the credit bust and high food and energy prices. The rest … [Read more...]