Tue 12:36pm


Real Name: Iain

Occupation: Private Investor

Interests: Commodities, Economics, Emerging Markets, Forex, Interest Rates, Oil, Private Equity, Property, Stocks, US Market

Location: Manchester, UK

About Me:

Accountant and Private Investor. I follow UK listed stocks and have a particular interest in small caps.

Investment Strategy
I trade... monthly
I tend to buy... after much research
I hold for... years
I have 2 portfolios. The largest is an ISA where the shareholding is well diversified, some of those shares are income producing, some are funds and some have been selected for growth. As a general rule, whatever I buy here will usually be held for a number of years. I usually only end up making investment decisions here 2 or 3 times a year. My other portfolio focuses purely on small caps and most of the shares here are ones which I tend to spend a great deal of time researching on. My buys here focus purely on capital gain which I think can be made from some of my picks.

Ithomson1's Latest Comments

I worked in Retail at Wincanton a few years back. I don't really know if Tesco's accounted for 25% then though, perhaps they did. If it is true then it's slightly less than 6% of Wincanton's total revenue. I should mention, I don't hold Wincanton shares.I don't think that this is particularly devastating though, not on the bottom line anyway. I actually foresee higher distribution…

Hi shauniekent, Do you make this comment before or after the update that Boohoo made this morning? The sales growth they reported was encouraging. I do agree with your comment that the share is quite highly priced, I don't think I'd want to enter at these levels if I wasn't already a holder.

He's put in brackets that he holds a long position. There's a good article in finance section of the Mail on Sunday (today) about Purple Bricks. Michael Bruce basically outlines why the business model is so effective, progress in the Australian market is also mentioned - apparently they made sales of £600,000 in the first 7 weeks there. It's a good read, although unfortunately it…

Absolutely, she's not going to keep growing at this rate forever unfortunately! When I bought in I had a target exit price of about 63p, I was factoring in something like 15% - 20% annual growth over a number of years and 63p seemed to be reasonable at the time. A lot of events started to occur though, PLT was making phenomenal sales growth and…

Carey, I've found myself in the exact same situation as yourself - I also bought at 37p but no top slicing has been involved, not yet at least. I had seen early in December that Boohoo was thinking of bidding for NG and I was a little sceptical about that move at first. I'm a little more at ease now that they're only going for…

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