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Bobo's Latest Comments

Trak8 on my avoid list after making some money in the autumn Sold out of UTW this am, they are not going anywhere at the moment so leaving well alone

Thought I'd come back and comment on WG performance that finally ended up well north of 850 in December. I guess my opinions were firnly wrong. I finally bought in and enjoyed some fruits of the debate. It has now drifted down to just over 800 with a report coming out on 21 Feb and Brent roughly $55. Any views on further improvement or leave…

TRI, the good thing about this company from a customer point of view is that they are very good at what they do, probably the best world wide. The Problem they have is their competitors are only just slightly not as good. So differentiation is tough to achieve and hold. I see no real growth opportunity in the business, just more of the same old.…

ANCR, I used to work with these guys and always very impressed at how they have turned around an also ran into a growing business. As long as they keep the same chairman I'll keep investing. He does'nt worry about the short term but focuses on the long term and does what he says he will do. HSP, i wrote a dissertation on this business…

Hi Graham and Paul, this douible act seems to be coming together well and I look forward to it every morning. Is there any chance that you could start hitting a fixed time of publication? Noon used to be great but it is now stretching out into sometime during the afternoon with a general "read later" comment attached. When would you recommend reading? Keep up…



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