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Dawnpatrol's Latest Comments

Hi Paul, agree with your analysis re HOME, but other sunday newspapers were keen to point out that a deal would have to be at at least 200 p per share. There are people at SBRY who know HOME and Argos in particular inside out, so they know if it will work or not. I can't see them calling it a day at the first…

Great article and a nice carry on from Naps 2015! By getting a circa 40 percent return in Yr 1 has huge implications, as you could now get much lower returns in future years and still manage a great average rate of return. I think the challenge will come on how to rebalance the portfolio, when, how... Ed, you have commented before that your personal…

Re the youtube comment re the share buy at Porta; I had a look who Bob Morton is and found this on the Porta website: Bob Morton, Non-Executive Chairman Bob is a chartered accountant, successful entrepreneur and has substantial public company experience. He has served as Chairman to various companies including Systems Union, Maclellan and Vislink plc and is currently also Chairman of a number…

Hi Ed Remember that it is humans that create the algorithms for the mechanical models in the first place. And also people like yourself who modify the algorithm for the model to execute. I like to think that it is the fact that the mechanical method accurately reproduces the model every time that may make it more reliable as a stock picker. I suspect Warren…

Hi Isaac I am puzzled as to why you are still invested in Soco when you have such little faith in the management...which lets face it are Soco? Who exactly do you think would do a better job? Can you imagine the contacts and relationships the team have built up over the years? We all want to make money here...the management included I think various…



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