Occupation: Private Investor

Interests: Asian Markets, Emerging Markets, European Markets, Funds, International Stocks, Oil, Property, Stocks, US Market

Location: Surrey

Fantasy Fund: Gus 1065's Fund

About Me:

Ex investment banker specialising in ABS/RMBS and Principal Finance. Now a slightly less stressed house husband, dog walker, long distance cyclist and scuba diving PI.

Gus 1065's Latest Blogs

All share recommended offer (looks like a consolidation/merger of comparative equals) just announced at c.28% premium by John Wood (LON:WG.) for Amec Foster Wheeler (LON:AMFW) . First of several in the sector perhaps? Gus.

Link below to MGW's 2017 bucket list picks for the Oil and Gas sector together with a review of the selections made in 2016. Stockopedia metrics don't really work so well with these kind of mainly exploration and development energy stocks - just take a look at the stock ranks of the top 5 in the list - but together with the mining/other natural…

All cash 50% premium offer announced this morning for Fyffes (LON:FFY) by Sumitomo Group. RNS details below. 37% premium to previous all time high so looks a reasonably full price. Best, Gus.

One of my stocks, Sound Energy (LON:SOU) , has today announced an underwritten placement of about 5% of its current share capital. As part of the book building process, they have included an offer to PIs with a minimum £1,000 subscription, to participate via the portal on similar terms as institutional investors. Presumably this is a cheaper and quicker means to tap the market…

Idle musings for a foggy Sunday morning (well it's foggy here in deepest Surrey anyway) in the run up to Hallow'een.We're probably all familiar with the notion in Chaos Theory that potentially the biggest events can be set off by the most trivial of root causes (the classic example being a distant butterfly wing beat setting off a hurricane or something like that). Likewise, there…

Gus 1065's Latest Comments

As discussed extensively when the new classifications were introduced, "risk" was identified with "volatility" i.e. Likelihood of price movement up or down as opposed to "probability of loss". There was quite a broad range of views on whether this was the best approach to take. The big fall last Friday (and further drop this week) has increased the expected volatility of the stock on the…

Hi Tony.I think you did sell a little early. The General Election was in May 2015. :-)Gus.

Hi Herbie. My take on Minervini is that his approach is stock specific rather than market general. As a consequence, he will buy in a general bear market but only if the target stocks meet his extensive criteria. Given many of these criteria are momentum related, I agree it's likely there will be less opportunities for a Minerviniist to invest in a bear market but…

Hi Dearg. Good overview of the various thought processes running through investors' minds. Highlights the distinction between "traders" and "investors" IMO. I think the former maybe see it as an opportunity to job in and out in the hope that the sell off is overdone and there'll be a short term chance to make a profitable quick exit. Longer term holders maybe feel the roll…

I'm not familiar with all of the commercially available packages, but agree with alterego that the generic spreadsheet software, Microsoft Excel, is extremely flexible. I used this to set up a single, central database that pulls in information on various kinds of assets (shares, funds, investment trusts, cash, property etc.) from several different platforms (mainly Fidelity and Charles Stanley) and have added a few bells…

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