Registered:
26/10/15
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Comments
35

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

......and you only have to look at Character (LON:CCT) to see how good they can be-Free Cashflow ps  10.2 3.47 14.4 27.9 68.8 26.0 Average Shares m 26.9 25.0 24.4 23.6 22.4 22.2 Book Value ps p     31.8 44.2 38.9 46.7 73.1 106.9 The general rule I have is that if they are bought with surplus free cash flow then excellent, if by creating debt,…

Thanks for the report Graham. The growth of Impax in the USA is also significant. They now have £1bn from US investors if I recollect from the presentation? The growth of the sustainability theme worldwide (yes even in the States in spite of Trump!) should not be underestimated. Dave

Re foolishben's reply to this- I think if you register with the FT you are allowed about 3 articles a week foc? You definitely get about 5 articles a week free if you register with The Economist. Well worth it imo. Dave

"The other factor to consider with UK shares though is the prospect of increased M&A activity which I believe has already started" Is this not often a precursor to a crash? Think your strategy looks good. Dave

I don't use leverage either. Not saying people shouldn't, it depends upon an individuals risk tolerance but surely 6-7 years into a bull market is not the best time? I think from several comments during the year Paul lost loads in the last crash due to leverage in small caps? Sorry if I got this wrong Paul. I lost loads in the 87 crash. I…



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