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10/05/10
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Occupation: Other

Interests: Geopolitics


Investment Strategy
Diversification is ... a hedge for ignorance

I use a mixture of dart throwing and technical analysis to identify undervalued stocks, and mesmerism to increase their prices. I had unmatched success with this combination, from march to september 2009.



Snickers's Latest Blogs

Here are some graphs: they show a bunch of companies placed according to the automatically generated Earnings-Power (vertical-axis) and Graham valuations (horizontal) from this site. EPV is supposed to consider the firm as it stands today, Graham as the firm it will grow into. AIUI. Overvalued is top left, Undervalued bottom right. No particular rationale for the choices of firms: some are people's picks for…

Volex (LON:VLX) are an electrical cables manufacturer. At the start of the year they were pleased to be a supplier to Apple: '..Significant progress in developing our relationship with our biggest customer, resulting in increased allocations. ..we have made further substantial and largely unbudgeted investments in both capital and operating expenditure in Q1 FY2013. ..1,000 net new production staff during the quarter, more than a…



Snickers's Latest Comments

I don't know who it was that pointed to Tim Morgan on Twitter the other day, but I thank them for it - very well reasoned ideas on his blog. His main beef is with the fatal mix of a low wage with a high consumption society, with debt keeping the facade from collapse. His enemy is the corporate state, which includes not only tax-evading…

If they're so cheap, maybe you can combine business and charity..

I noticed that iShares have started up some 'factor investing' etfs. IEFM iShares MSCI Europe Momentum Factor IEFV iShares MSCI Europe Value Factor ..novartis, sanofi, tesco, hsbc, imp tobacco, daimler, siemens, bp, bayer, vod, rio, barc, volkswagen, 30% UK, 20% germany, 20% france, 10% swiss.. IEFS iShares MSCI Europe Size Factor IEFQ iShares MSCI Europe Quality Factor ..which is 25% financial, otw balanced. 45% UK,…

I have a question about PEN's stock report. I looked at it the other day, and saw the Quality measure had grown a little down-pointing arrow, labelled 'down 7 in the last 30 days'. There had been no announcements in that month. I've seen similar sudden re-calculations with other companies unconnected to news or results. I imagine there's some forward-looking smoothing-out going on, but am…

I think you're still in time for the 2.30 at Sandown Park.

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  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

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  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

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