Sun 9:32pm


Real Name: Ben

Occupation: Analyst

Interests: Economics, Stocks

Location: Berkshire

Fantasy Fund: Momentous Value

About Me:

Insurance professional working for a Euro Stoxx 50 company as a Portfolio Analyst. I have studied the stock market for over a year prior to making my first trade in 2016. 

Investment Strategy
I trade... monthly
I tend to buy... according to my system
I hold for... a few months
I invest with... <£50k
Diversification is ... essential to reduce risk
My investment strategy is to buy stocks: 1) Trading below their intrinsic value. 2) Strong upward price momentum. 3) Small/Micro capitalisation. 4) High dividend yield.

BH1991's Latest Blogs

Following Ed Croft's post "StockRanks return over 100% in 4 years... how have you got on?" on 15 February, I noticed a few comments which asked investors who use the Stock Ranks, to publish their screens and rationale. Therefore, I want to share my own Stock Rank screen with the investing community here at Stockopedia.Value & Momentum, which has been described as the “Holy Grail”…

In the last few months, I noticed a number of stocks, mostly small caps, have received approaches/bids by larger companies. Examples include:Punch TavernsAvescoe2v TechnologiesCrestonLavendonSkyJourney GroupOn each occasion, I have been kicking myself because I have cast my eye over each stock but decided not to invest. So this got me thinking... how can I improve my chances of finding a stock which will rocket in…

BH1991's Latest Comments

I used Purplebricks (LON:PURP) to sell my flat last month and I was impressed by the service and the amount of money I saved. Traditional estate agents (which I won't name) were quoting me up to 2.5% (£6,575) whilst PurpleBricks charged me £849... astronomical saving! So if the business model turns profitable, then I can see it being very disruptive to the industry. However, if…

Hi Roland, Thanks for replying. I will certainly take your comments re Coats (LON:COA) on board and its always interesting to gain insight from someone who can analyse a balance sheet in more detail (unlike me, but I'm learning!). Personally, I will stick to the stock ranks until I become more familiar with balance sheets, then I will adopt a blended approach. Best of luck…

Hi Roland,Thanks for writing the article - an enjoyable read! Coats (LON:COA) qualified for a few of my screens with its 90+ StockRank, However, after some further digging I thought the shares could be a value trap.The concern for me was the overall trend in cash, working capital and net debt. Cash has consistently fallen since 2014Working capital has steadily fallen and dropped off a…

Hi herbie47, I agree that my portfolio is very cyclical at the moment and I'm hoping that a bear market will push me into more value/defensive stocks when the time comes. I'm wary that dividends could be cut so I only purchase stocks with dividend cover >= 1 and I like to go for stocks with a good dividend streak (although I don't make this…

Hi dfs12,From what I've read, value & momentum strategies could provide you with a simple hedge technique you are looking for. Value and momentum strategies work best at different times during the economic cycle. I.e. when value lags, momentum soars, when momentum lags, value soars.The Stockopedia article below might shed some light on the strategy. The second to last graph in the article shows a…

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