Generally there are two ways that people invest for their retirement. The first is in the stock and bond markets and the second is in … [Read more...]
AstraZeneca versus the FTSE 100 – Which is better?
If you’re going to be a stock picker then one of your goals has to be to beat the market. It must be, otherwise why would you bother with … [Read more...]
Are you a good investment manager?
Investors usually go down the stock picking route because they think they can outperform both the 'market' (typically the FTSE 100) as well … [Read more...]
10 Beefy stocks to chew over
The companies in this month’s shortlist are sorted and selected based on their growth, both past and estimated future, as well as their … [Read more...]
Vodafone – From growth to value in 10 years
Paying too much for a company is never a good idea. 10 years ago Vodafone was a cool tech company that was going to grow to the moon and was … [Read more...]
May 2011 Update
Valuing the market - A first step beyond passive investing "Investments may be soundly made with either of two alternative intentions: (a) … [Read more...]
Chemring Group – Leveraging global leadership
Chemring is primarily a defence group that currently focuses on countermeasures, counter IED, pyrotechnics and munitions. These four … [Read more...]
Predictability, growth and price
One of the interesting things about investing is the almost infinite number of ways that you can tackle it. From indexing to stock picking, … [Read more...]
A quantitative model
The model that makes up about 80% of my stock picking process has undergone several minor adjustments, one following quickly after the … [Read more...]