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Thanks for the reply. I suspect my typical holding period is a bit longer than yours and although I'm a Minervini admirer, I don't try and closely replicate his approach. So we may be talking at cross-purposes somewhat in our macro views of the markets.For what it's worth my view is that I need a bit more evidence than a chart which looks a bit…

There is no consensus agreement on what these terms actually mean, but someone suggested this in a SCVR comment last year:Materially better" than expectations : +10% to +15% beat"Comfortably ahead" of expectations : +2% to +10% beat"In line" with expectations : 0 to +2% beat"Broadly in line" with expectations : 0 to -5% missAnything worse than this and a Boardroom shuffle is pending. Hope this…

Interesting, is that simply following Minervini into cash or is it based on your own fundamental analysis of the markets? I'm looking at all the major indices and seeing nothing that would push me into liquidating my investments just yet - most of the indices are at or near all time highs, the moving averages are trending higher with no signs of rolling over and…

I think you are far too quick to apologise Paul. If people rant and rave because they don't want to take responsibility for their own investing decisions or if they lose money because they can't be bothered to do their own research, well that reflects more on them than it does on you. Making the occasional loss is part and parcel of the investment journey,…

Hogg Robinson (LON:HRG) took advantage of the change for their IAS19 valuation, with the triennial valuation to follow:The next triennial valuation, based on actuarial values at 31 March 2017, is currently underway... It is expected that the funding valuation performed by the UK Scheme's actuary will factor in the latest demographic assumptions.For the IAS19 valuation, it's ultimately up to the company management to decide on…



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