Small Cap Value Report (13 Aug 2014) - no report today, apologies
Good morning!
I have this evening been informed by the agent, that this area in Paxos will not have electricity in the morning. Therefore I am putting up this short message to apologise in advance for the absence of a SCVR for 13 Aug 2014. I had allocated a few hours in the morning to write the report, and then have booked another boat trip for the afternoon, to visit Antipaxos, and the blue caves.
Therefore without any internet in the morning, I won't be able to write a report. Sorry about that. So I'm having an enforced day off!
Regards, Paul.
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10 comments
Enjoy your holiday Paul!
Is the Mythos as tasty as the Peroni at Mello?
All the Best, Neville
Hi Neville,
Mythos - It's even better!!
Although I must admit to being somewhat preoccupied with the rather indiscriminate sell-off in small caps that has been going on in recent months. It's just one of those annoying market phases where one has to recognise that sentiment has swung from over-exuberant to over-cautious, which combined with the low volumes that we see most summers, has made things a bit choppy.
I've looked again at every stock in my portfolio, with a really harsh & critical eye, and there is really only one that I have a significant concern over (a small position). All the others are in my view good value & in some cases could easily see 20-50% price rebounds in the autumn once people get back into bull market mode again - which they will soon enough in a recovering economy. Things go in cycles, and selectively I think this is a time to be buying quality, but out of fashion small caps - after all, BLASH is what it's all about.
Right, time for another Mythos!
Cheers, Paul.
Thanks chaps! T'internet is back on now. I'm just using a very basic Chromebook out here in Paxos (small & light to travel with). Being bitten all the time by mozzies, only drawback of this part of the world. "Mythos" beer is delicious, so I'm enjoying several of those on our verandah at the moment, overlooking the sea.
See you in the morning!
Cheers, Paul.
Enjoy the day off. It is well earned.
Oh go on Paul - post up some photos tomorrow !
Geez, Take the week off. Not as if there's too much going on,and everyone needs a break.
Enjoy it. You'll be back and winter will be closing in before you know it!
GETECH produced a positive statement today which you could catch up with tomorrow. I hold and wanted to buy more but price up 15% this morning.
Richard
Good for you everybody needs a day of (or 10 as I have just had apart from answering the odd email and reading the SCVR!)!
Seconded, have a good day............
Good for you! Enjoy your day off!