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Real Name: Mark Carter

Occupation: Private Investor

Interests: Stocks

Location: Scotland

Twitter: mcturra2000

Fantasy Fund: Magic Hat

About Me:

I am a private investor living in Scotland. I am a computer programmer by trade.


Investment Strategy
I trade... monthly
I tend to buy... according to my system
I hold for... a year
Diversification is ... a hedge for ignorance

I tend to follow the guiding principles of Ben Graham, although since 2011, I am becoming increasingly interested in GARP stocks.


Blog

Investment blog of an amateur private investor. The blog also contains non-investment related posts.

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Mark Carter's Latest Blogs

I am not keen on headlines that are too flashy, so I hope you fail to become excited by this post’s title.Courtesy of MrContrarian on Twitter (https://twitter.com/MrContrarian), there is an interesting link to the latest blog post by Bronte Capital (https://goo.gl/S95R1T).I thought I would share some of my own ideas for becoming a better investor in 2017. It’s more of a “what not to do”…

Industrial supplier Diploma announced its finals today (https://goo.gl/j6zOXY), sending its shares up 1.2% to 910.5p in early trading. Revenues were up 15%, profit before tax was up 5%, free cashflow was up 46%, and total dividends were up 10%. So everything is going in the right direction. The Chief Executive commented: Despite the current macro-economic uncertainty in the global environment, the Board remains confident that…

In my previous post, I lamented my holding in Laird. Two shares that are working out well for me are investment trusts: Black Rock World Mining (BRWM) and JPMorgan Russian Securities (JRS). BRWM is up 33% since I bought it in Mar 2016, and JRS is up 34% since I bought it in Dec 2015.So what went right? My answer is: they were value investments…

Laird announced its Q3 trading update today, sending its price down 48% to 161p. Highlights from its announcement:After a disappointing first half … we have experienced increased margin pressure … Management are taking actions to stabilise and improve the financial performance of the PM division with a considerable focus on managing costs and cash across the Group. We expect year end net debt to EBITDA…

Tribal dropped 39.9% to 32.66p in early trading after releasing an RNS on its trading update (http://is.gd/ym729r). Apparently the company is a “provider of software and services that support the management of education”.It’s the first that I have heard of the company. I only noticed it because I was looking through the list of risers and fallers for the All-Share.Stockopedia is really an invaluable resource,…



Mark Carter's Latest Comments

Thanks for writing about NCC (LON:NCC). It seems they made a bunch of acquisitions without knowing what they were doing. I see they raised £124m last year, which went to fuel acquisitions. That's a bit of a red flag right there. IIRC correctly there was some criticism over the price paid, too.FTAlphaville today reported on comments made by Cannacord: "On our new forecasts, the stock…

As one poster commented on another bulletin board about Laura Ashley Holdings (LON:ALY) :All been downhill since that dodgy unnecessary property transaction in Singapore - couldn't trust them after that. Stopped me from buying in.Sums it up, really.

Another point about ST Ives (LON:SIV): In their comments on Strategic Marketing division, they say: "we experience a number of project cancellations ... We remain encouraged by the progress that has been made to replace the cancelled work. However, this process is taking longer than previously anticipated, and it is unlikely that we will see the full benefit of the new work we have won…

I noticed some time ago that the supermarkets didn't seem to have much compunction in removing brands that I actually quite liked. Things like Warburtons muffins. The last few times I checked, they just have really awful inedible muffins. I'm not really sure of the supermarkets logic, as I would rather pay a bit extra to get something half-decent. I suspect that part of their…

Premier Foods (LON:PFD) is certainly between a rock and a hard place. I dabbled in it a few years ago, and got my fingers burned. Seems incredibly risky, and it doesn't look like they're making progress on turning this thing around.

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