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I have been thinking more about overall portfolio allocation recently - especially as bonds have such poor expected future returns (return-free risk?). I have been mulling whether spread betting offers opportunities to retail investors such as long-short equity strategies, to find alternative non-extortionate hedges. So far I remain put off by the finance costs of spread-betting. . However the following got me thinking http://www.thinknewfound.com/wp-content/uploads/2015/09/Achieving-Risk-Ignition.pdf I…
Disclosure - I am now (minimally) long Abzena (LON:ABZA)YesterdayAbzena (LON:ABZA) announced that Gilead Sciences Inc (NSQ:GILD) have advanced the Abzena MMP9 inhibitor straight from phase 1 to phase 3 for the treatment of gastric cancer. This is interesting as a successful phase 3 study may allow licence application. Normally products would be tested in a pilot efficacy study (phase 2) before advancing into phase 3,…
Interesting. I have been looking for relatively well priced high fliers (Q & M rank >90, with SR > 90). I have found such screens to be heavily represented by Swiss/German/Nordic industrial companies.
I will row back from some of that, indeed I had not read your post properly :) I have come across a tendency in some of those that consider themselves value investors to think themselves better than others. They tend to take great offence at momentum.
Swedish Match too.
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.
Survivor bias. What about the young growth companies that lost a lot of value.
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