Sun 5:36pm


Occupation: Private Investor

Interests: Property, Stocks, US Market

Location: Windermere

About Me:

Former Chartered Surveyor specialisng in commercial property development and agency. Took early retirement and now residing in Windermere.

Investment Strategy
I trade... weekly
I tend to buy... after much research
Diversification is ... essential to reduce risk
My long term holdings are mainly in large cap USA dividend growth stocks and as I think the sector is difficult to research adequately, a couple of funds in biotech/pharma. Most of my short term, 6-24 month hold, is in UK small-mid cap growth. My target is about 50-50 between the two portfolios.

Daveinthelakes's Latest Comments

Hi Paul, Thanks for the huge effort over the last few days. I am long Next and agree with all of your analysis but I think you may have missed a major reason for buying the stock. Within two years Next will have more than 50% of sales online. The growth is not only Directory in the UK but also, from a lower base, overseas…

Graham, The non standard finance market has a tailwind in that many of the rogues have been forced out of the market by the very necessary government action which is a major reason I hold Provident Financial (PFG) and Non-Standard Finance (NSF). The 12M people who cannot get bank accounts still need to borrow money however PFG and NSF are upgrading their loan books but…

Hi Paul, Not pure video conferencing but methinks the tech may be moving ahead of LoopUp judging by today's release from IBM- "The Intelligent Workplace Solution leverages IBM Watson IoT and Ricoh's easy-to-use interactive whiteboards to change the way teams meet and collaborate through new intuitive features that can be accessed using natural voice. It makes sure that Watson doesn't just listen, but is an…

Paul, I am long Amazon and spotted this note on a US website. Don't know if this will affect your view on LoopUp- "Amazon Web Services (NASDAQ:AMZN) is taking on Skype (NASDAQ:MSFT), WebEx (NASDAQ:CSCO) and GoToMeeting (NASDAQ:CTXS) in videoconferencing, pushing deeper into in the productivity-application market to broaden its appeal to business customers. The new service, called Chime, lets users host video meetings and share…

Graham, CMC/IG/RANK etc If you want a little flutter in the gaming sector I suggest you look at Playtech who have a financials (CFD/spread betting) operation but more importantly are the leading provider of software to the industry having contracts with the likes of William Hill, Ladbroke Coral Group, Sun Bingo developing the gaming apps and providing the tech for their mobile gaming (THE growth…

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