As a stock picker I'm investing to beat the market over the long term. Of course by ‘beat’ the market I mean that the value of my portfolio … [Read more...]
UK Mail – Can A 9% Yield Ever Be Sustainable?
I know I've written a lot lately about big cap, solid growth companies like Vodafone, BHP Billiton and MITIE, and I guess some people who … [Read more...]
The FTSE at 5000 – Good Value?
I'm sure you don’t need me to tell you what mood the market’s in. Borderline panic is probably as good a description as any. I may not … [Read more...]
MITIE – A Very Impressive Company For a Fair Price
Warren Buffett has a name for companies that are virtually certain to grow consistently for decades into the future. He calls them The … [Read more...]
5 Ways to Measure Debt
To most value investors, debt is one of the first things they look at when analysing a company. Since value investing, almost by … [Read more...]
Why A Falling Share Price Is Often A Good Thing
One of my favourite value investing sites is The Value Perspective which is the web outlet for some of the (value) fund managers over at … [Read more...]
More Mega-Cap Value with BHP Billiton
A lot of value investors talk about how you have to look for the unloved, the obscure, the boring and the small. That’s fine if you want to … [Read more...]
Tullett Prebon – Terry Smith joins the portfolio
Tullett Prebon is an inter-dealer broker, which basically means they act as a middleman between commercial and investment banks and other … [Read more...]
Market Mayhem or Golden Opportunity?
The FTSE 100 closed last Friday at 5,129, about 13% down from when the carnage began in early August. At that level it has a PE10 of about … [Read more...]
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