Tag Archives : stock selection


A Second And Third Takeover Bid For Fidessa Finally Sees It Leave My Portfolio – 2 Alternative Companies

I recently wrote a piece on Fidessa saying that I was not happy the company has been approached for a takeover. In the piece I mentioned that Fidessas earnings are currently suppressed meaning that the takeover bid was too low for my liking. Furthermore, I mentioned that Elliot was building a stake meaning the activist investor would certainly push the Fidessa board to negotiate a higher takeover price. This finally seems to have played out as Fidessa received two new bids with the higher one worth £37.50. This lead to the share price jumping to £41 – above the highest takeover approach price – due to speculation of a biding […]


March Monthly Stock Purchase – Perseverance and Temperament are Key To Investing Successfully

2018 has so far been a dreadful year for the UK market with prices dropping 7.2% year to date. This UK has been the worst performing developed market in 2018. Whist they have been several profit warnings for London listed companies, part of the fall in UK shares has been due to a market de-rating. Many companies in the UK market are trading at discounts when compared to global peers of similar quality. Just look at Royal Dutch Shell trading at a discount to Exxon Mobil, BAT trading at a discount to Altria and RB trading at a discount to Church and Dwight. This is why it is an important […]


Terry Smith Fundsmith Equity Fund Buys Facebook Shares In Its Portfolio 3

Terry Smith, the founder of Fundsmith, is a man I greatly admire. He is an anomaly in the world of investing and finance due to his his straight talking nature. He is a breath of fresh air as he is one of the only fund managers to eschew fees, invest his own money in the funds he runs and doesn’t performance chase for short term gains. His flagship funds performance has been exceptional since its inception with cumulative returns of 260.9% or 19.1% per annum. For reference, the MSCI world index generated returns of 133.3% or 12.3% per annum over the same period. Terry Smith is one of those active […]


February Stock Purchases – Be Cheerful Of Falling Stock Prices 2

February has seen shares in London listed companies finally experience some volatility and drop a notch. There was a combination of reasons for this; weakness in US shares, the rising value of the pound and the fear that interest rates may be increased faster than expected. This latter point is the most pronounced with the result being that solid defensive companies have seen their share prices drop more than the wider market. As someone still in the wealth accumulation stage of their life, I cherish lower stock prices as it gives me the opportunity to buy the stocks I like on the cheap. The only people who should wish for […]







RWS Holdings PLC Stock Purchase – Buy Quality Companies During Market Selloffs 1

What just happened this past week? After a year and a half of smooth sailing, volatility reeked havoc in the stock market this past week which resulted in huge fluctuation in stock prices. For investors with cash on the sidelines, it provided a good opportunity to ‘buy the dip’ and buy certain shares at 10 – 15 % off. I do admit that I was a little slow in reacting to the initial sell-off as there were a number of shares offering attractive valuations. But thankfully I was able to pull the trigger and buy myself shares in a company I have been following for a long time now – […]


Creightons PLC (LON:CRL) Share Purchase – The Opportunity of Investing Small Caps Stocks

Over the past few weeks, I have been increasingly looking into smaller companies as I believe the valuations on offer in this sector are far more favourable than those of larger companies at present. Most big blue chip companies – the ones I prefer to invest in – have seen their valuation stretched as the big institutional investors continue to pour money into them and have largely shunned small-cap stocks. This has provided an opportunity for small investors like myself to exploit. Below is a bit of a background of this opportunity and why it has come about. Over the past couple of decades, economic expansion as a result of […]


Solid State Share Purchase – Small Cap With Good Growth And Income Prospects

It feels like it’s been a while since my last outright purchase. And there is good reason for this. It is becoming extremely difficult to find value within the big blue chip companies I like to invest in. On the FTSE 350 index, there are not many shares I am willing to buy at current levels as I believe many of them are overpriced. The three companies I believe that are offering decent value at present are GSK, Imperial Brands and Shire but with all my recent monthly purchases, these three stocks are fast becoming full positions – they already account for 17% of my portfolio. (For full disclosure, I […]


November Monthly Stock Purchase – High Yield At A Discount 3

2017 has been the year of growth stocks. November was the perfect epitome of this as the month saw the trend of growth outperforming value in the markets. This has caused many investors to rotate their portfolios and ditch solid cash generators in favour of higher growth companies. Too many investors or should we call them speculators have been pushing growth company valuations to obscene valuations and have left high quality free cash flow producing businesses in the dust. Its almost as if ‘investors’ have forgotten that valuation matters and instead have thrown caution to wind in search of instant wins. This has caused solid dividend payers to go out […]


Accrol Papers – A Catastrophic Loss From A Small Cap 2

Every Investor, through the course of their investment lifetime, will experience a negative setback in the form of a bad investment decision. No investor has a perfect record. And if any of them were to ever tell you otherwise, you can be sure that they are giving you ‘alternative facts.’ Even the greatest investor of all time, Warren Buffet, has made bad decisions. Most notably of these was the purchase of Dexter Shoes which has cost Berkshire Hathaway an estimated £7.2 billion and growing to date – as the purchase was made using Berkshire Hathaway shares! Ever since I launched my income focussed portfolio over two years ago, it has […]


October Stock Market – Imperial Shire Hikma Buying Value

It seems for most of this year, many investors have waited for a stock market correction in order to be able to buy the dip. But unfortunately no correction has appeared and the global markets are in turbo charge mode hitting record high after record high. As an investor still in the asset accumulation phase of his life cycle record stock price levels are not good for me. I am in need of a correction in order to buy ownership stakes in a great companies at a cheaper price. Nonetheless, as I cannot tell when the next correction will appear, I continue to drip money into the markets by way […]