Registered:
14/11/13
Seen:
Tue 12:17pm
Followers:
10

Comments
100

Real Name: Maynard Paton

Occupation: Private Investor

Twitter: @MaynardPaton




TMFMayn's Latest Comments

From ASHM's latest City presentation, it does seem Emerging Market equities have generally traded at a discount to Developed Markets equities:The discount may have been narrower in the past, but the chart does not make it obvious the current discount is compelling when compared to certain times previously. Anyway, most of ASHM's AUM is in debt, bonds etc., and the associated relative-valuation charts in the…

ASHM"In terms of reasons why Ashmore might be worth further research, consider their view on emerging markets:"ASHM's view on Emerging Markets has been consistently upbeat (it wants to keep clients invested in its asset class after all). But such optimism has hardly tempted clients to come on board.Here are a few choice quotes from the 2011-2016 annual reports:2011Emerging markets equities valuations suggest the upcoming quarter…

It is interesting to compare RBG and CAKE. Last year RBG opened 5 sites (and presumably refurbished others) at a cost of £13m. This was funded from net cash flow from operations of £14m. RBG ended the year with 62 sites. Last year CAKE opened 21 sites (and presumably refurbished others) at a cost of £9m. This was funded from net cash flow from operations…

"So in October Paul thought WANdisco was a bargepole and in January, just 3 months later, he likes it enough to take a long position. Am I the only one who thinks that such a big change in sentiment comes across as fickle?"Stick around  for long enough and you will discover Paul trades in and out of shares all of the time. Judging by his…

"The biggest mistake is to sell too early. Luke Johnson did that with Pizza Express, losing out of massive potential upside. So he won't make the same mistake again here."I followed PIZ for several years and my recollection is quite the opposite. I recall Mr Johnson selling his shares at £8 or so in 1997/8 when he was trumpeting  the chain's international expansion and the…



TMFMayn Followers

TMFMayn has 10 followers including:


and 2 more.
Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis