Registered:
25/09/09
Seen:
11:06am
Followers:
5

Comments
249

Real Name: Si

Occupation: Company Director

Interests: Commodities, Stocks, US Market




Simoan's Latest Comments

Fascinating story, perhaps a return to the facts would be more useful. The top ten Terry Smith shares posted earlier by Ed are all high momentum rank shares. Perhaps rather than telling Ed that the facts presented to you are wrong there is an opportunity here for you to learn something you didn't know before you read this thread.But this is a self-defeating argument put…

Ed,I'm with bestace here and think you have misrepresented the investment approach Terry Smith uses which is based on high ROCE and operating margins and with a real focus on free cashflow. As it happens I have just read the Annual Report for his Emerging Equities Trust and it could not be clearer.So yes, it's all about finding quality companies but if you mentioned the…

OK. I know I'm something of an outlier, but when I look at the highest SR stocks I'm not necessarily looking at the names, but rather my eye is drawn to the sectors they operate in. You will notice a lot of Basic Materials and other cyclical stocks in that list - just the kind of things I don't really want to increase exposure to …

I never liked the Human League after Martin Ware and Ian Craig Marsh left :) All the best, Si

I'm not being funny people, but what do you think of these results you want Graham to cover? Let's not leave all thought to Paul and Graham or this blog will become an incredibly dull read. I'm sorry , I know I got out the wrong side of bed this morning (and no, none of my holdings have had profit warnings) but we all need…



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