Registered:
15/01/15
Seen:
5:12pm
Followers:
26

Comments
63

Interests: Economics, Stocks

Location: London

Fantasy Fund: Trigger14's Fund

About Me:

I am a 'quality' investor - I try to invest in the best companies for the long term. I also try to exploit momentum.

I have recently started writing a blog to track my progress as an investor: Quality Share Surfer


Investment Strategy
I trade... monthly
I tend to buy... according to my system
I hold for... years
I invest with... <£500k
Diversification is ... essential to reduce risk
My strategy is focussed primarily on exploiting two complementary factors in combination: a) the tendency for high quality defensive compounders to outperform over time and b) the tendency of shares with momentum to continue to do well. You could call me a 'quality' investor. See more at my blog (link above)

Blog

 Quality Share Surfer is a quality investing blog

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Trigger14's Latest Comments

Thanks for digging all this up. Yes agree the distinction maybe does not mean much in this case and shouldn't read too much into it ( though it seems materially may be vaguely more than comfortably in general)

Just a question on Fevertree Drinks (LON:FEVR) being 'comfortably' ahead of expectations. I am a bit unclear on the actual meaning of words like 'comfortably', 'materially', 'significantly' and 'substantially' in this context. I've discussed the difference between materially and significantly before (which is unclear!) but not 'comfortably'. I assumed 'comfortably' was pretty bullish i.e. better than 'materially' or 'significantly' but without being clear by how…

Beximco Pharmaceuticals (LON:BXP) looks interesting indeed. Bangladesh sounds like it should be a great place to locate a generic pharma producer - it must have a healthy cost advantage as suggested by its margin. And the news flow is relentlessly positive with licences being put in place to export to loads of countries. I recall looking at this but struggling to get my head round…

I wouldn't describe Just Eat (LON:JE.) as having a 'nosebleed valuation'. Seems pretty reasonable to me given the likely growth coming through - possibly even cheap. Though with all the growth and acquisitions happening, it doesn't look like the best time to be shedding more members of the executive team. Execution risks are rising - I sold my holding today despite liking the long term…



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