Stockrank Portfolio

Tuesday, Jun 23 2015 by
37

I'm carrying out a bit of an experiment - putting money where my mouth is and investing in a portfolio of 10 companies all with 95+ stockranking with an emphasis on value and quality. (and largely targeting those firms that have a share price significantly lower than they did 3 years ago).

If there's any interest, I can post the monthly performance of this portfolio to show whether the high Stockrank method is working out for me or not.

If no one is interested I won't waste precious space on this board.

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As per our Terms of Use, Stockopedia is a financial news & data site, discussion forum and content aggregator. Our site should be used for educational & informational purposes only. We do not provide investment advice, recommendations or views as to whether an investment or strategy is suited to the investment needs of a specific individual. You should make your own decisions and seek independent professional advice before doing so. The author may own shares in any companies discussed, all opinions are his/her own & are general/impersonal. Remember: Shares can go down as well as up. Past performance is not a guide to future performance & investors may not get back the amount invested.


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Indivior PLC (Indivior) is a specialty pharmaceutical company. The Company is engaged in the development, manufacture and sale of buprenorphine-based prescription drugs for the treatment of opioid dependence (the Indivior Business). Its treatment and pipeline focus is opioid use disorder, alcohol use disorder, overdose rescue and central nervous system (CNS) disorders/schizophrenia. Its products are Suboxone Film (buprenorphine and naloxone), Suboxone Tablet (buprenorphine and naloxone), and Subutex Tablet (buprenorphine). Its other products include RBP-6000 in ATRIGEL, RBP-7000 risperidone monthly depot, Arbaclofen placarbil for alcohol use disorder (AUD), Intranasal naloxone for treatment of opioid overdose and RBP-8000 cocaine esterase for cocaine intoxication. Its RBP-6000 buprenorphine monthly depot is developed for the treatment of opioid use disorder. Its RBP-7000 risperidone monthly depot is developed for treatment of schizophrenia. more »

LSE Price
43p
Change
 
Mkt Cap (£m)
313.9
P/E (fwd)
n/a
Yield (fwd)
n/a

Persimmon Plc is a United Kingdom-based holding company. The Company is engaged in house building within the United Kingdom. The Company trades under the brand names of Persimmon Homes, Charles Church, Westbury Partnerships and Space4. The Company offers a range of homes from studio apartments to family homes in approximately 400 locations under Persimmon Homes brand. The Company builds homes under Charles Church brand in a range of locations. The Company focuses on affordable social housing and sells these homes under Westbury Partnerships. The Space4 business operates an off-site manufacturing plant producing timber frames, insulated wall panels and roof cassettes as a fabric first solution to the construction of new homes. more »

LSE Price
2331p
Change
0.2%
Mkt Cap (£m)
7,412
P/E (fwd)
8.3
Yield (fwd)
10.1

Hunting PLC is an international energy services provider to upstream oil and gas companies. The Company's segments include Well Construction, Well Completion, Well Intervention, and Exploration and Production. The Well Construction segment provides products and services used by customers during the drilling phase of oil and gas wells, along with associated equipment used by the underground construction industry for telecommunication infrastructure build-out and precision machining services for the energy, aviation and power generation sectors. The Well Completion segment provides products and services used by customers during the completion phase of oil and gas wells. The Well Intervention segment provides products and services used by customers during the production, maintenance and restoration of existing oil and gas wells. The Exploration and Production segment includes its oil and gas exploration and production activities in the Southern United States and offshore Gulf of Mexico. more »

LSE Price
651.5p
Change
-0.8%
Mkt Cap (£m)
1,097
P/E (fwd)
16.1
Yield (fwd)
1.3



  Is LON:INDV fundamentally strong or weak? Find out More »


22 Posts on this Thread show/hide all

herbie47 23rd Jun '15 3 of 22
1

Yes please.

Is Persimmon included?

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maxhayden 23rd Jun '15 4 of 22
3

Done deal.

The portfolio today stands as follows:

HAT: 2,009 shares @ 198.43p (193.3p today)
PSN: 116 shares @ 1,701.28p + 104 shares @1,885.89p (2,033p today)
EPWN: 2,246 shares @ 133.00p (130p today)
INDV: 1,643 shares @ 241.40p (235.1p today)
HTG: 641 shares @ 618.75p (643p today
COST: 1,185 shares @ 334.85p (335.8p today)
ALY: 3,532 shares @ 27.83p (31p today)

In summary:
Portfolio current value: £24,316.99
Total gain: £370.33

All positions acquired within the past month May/Jun.
Will be looking at adding a few more shortly to bring this up to 10 holdings and even it out.

I'll be back towards the end of July with the latest update.

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TangoDoc 23rd Jun '15 5 of 22
1

I , for one,shall follow the progress with considerable interest.

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dosh 24th Jun '15 6 of 22
1

Yes Max, I would be interested to follow your progress. It would also be useful if you could include discuss your criteria for arriving at the 10 stocks with stock ranks of over 95, your sell strategy and weighting.

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iwright7 24th Jun '15 7 of 22
2

Max,

Yes interesting to see whether/how much your 95 SR+ selection will beat the market. You mention Quality/Value but that you are; largely targeting those firms that have a share price significantly lower than they did 3 years ago, which implies long term negative Momentum and/or recent recovery - Is the Momentum aspect judged in a particular way? Also re-balancing period and/or sell criteria?   Ian 


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MGerard 25th Jun '15 8 of 22

Would like to see more discussion around HAT. I think this is an excellent play, limited debt, a refocused business on retail which grew c.30% last year top line, and optionality on a gold rebound. Growth rank is low, 32, but the refocused business has reported excellent growth in the last year. The one worry is that growth was at the expense of margin, however management seem to know what they are doing. DYOR.

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maxhayden 29th Jun '15 9 of 22

iwright - regarding momentum, you may notice that my rule is only followed for a number of holdings and is not a critical factor for me. My personal opinion is that a good momentum score means I've already missed the boat (I know this isn't entirely true, but hey!)

My sell strategy is somewhat emergent, which I believe is vital in turbulent times. I will realise at 30% growth unless market conditions and trading performance indicate there is still significant opportunity for further growth. Poor performers will be axed or held depending on whether I believe there has been irreparable damage . e.g. I did quite well out of HHR (now REDD) a few years back when they dropped below 0.7p per share (I had bought at 1.2p). Many thought it had suffered too much and were selling below book value, but having done my research, I decided to hold and today they're trading at over 12.7p (pre consolidation prices).

MGerard - I'm hoping HAT performs, but not sure how Greece and the potential domino effect may have on the eu economy as a whole. We'll all get to find out when I post my update in 3 weeks time!

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MGerard 29th Jun '15 10 of 22

In reply to post #101954

If stocks like HAT sell off because of Greece that can only be a buying opportunity in my mind (assuming you were happy with the fundamentals prior to the event).

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herbie47 29th Jun '15 11 of 22

In reply to post #101987

H & T (LON:HAT), did well in last recession when the price of gold went up. It did not really fall today.

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purpleski 29th Jun '15 12 of 22

Hi Max

Would be very interested to hear updates on this.

I have my own Stockranks screen in preparation but am a little nervous about putting new money to work in these turbulent times.

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herbie47 30th Jun '15 13 of 22

In reply to post #101996

Markets are a bit unsettled at the moment maybe best to wait a while. But I have a watchlist, I set target prices for shares I'm interested in and do a few auto bids, so if the price falls below a certain price my broker will buy them. Yesterday the market was down early on you can snag a few bargains, like Paul did. Not sure about your normal amounts you trade but you could consider buying 50% of your usual trade as long as not too small.

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purpleski 30th Jun '15 14 of 22

In reply to post #102004

Thanks. Will consider that. Also need to finalise the StockRanks criteria I want to use and am hoping to find time in July but my business keeps getting in the way!

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grout123 26th Jul '15 15 of 22

Nice idea. Id like to see it

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Boltonreddave 27th Jul '15 16 of 22

Great news, please keep us posted on the performance of the portfolio. I currently have a couple of Stock Rank Dummy Portfolios that I am testing. One is form May 2014 and another from May this year. The performance so far is much better than my own portfolio. Based on the results of other Stock Ranks portfolios, and all the evidence that has been provided by Ed Croft, I am sure that it will not be too long before I move to a similar approach in full.

The only thing that is putting me off at the moment are the dealing costs in exiting my current positions and buying new ones. I could phase in to high SR stocks by sector based on rules over a few months, but my preferred approach would be to do it in one hit as those initial picks could fall foul of a rule based system before I am fully invested in it.

Good on you for taking this approach and please keep us posted.
Dave

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grout123 29th Aug '15 17 of 22
1

Hi Paul. Im curious to see how this portfolio is going. Can you update please sir?

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bobo 9th Dec '15 18 of 22

Any update by now? I'd expect roughly 10% but what did you actually get?

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herbie47 9th Dec '15 19 of 22

Looks like its down not up? HTG are down over 50%.

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financeguru2000 20th Jan '16 20 of 22

What's going on here with Indivior , any ideas?

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TangoDoc 20th Jan '16 21 of 22
1

Not just Invidior. Given that the fall in Invidior's price is very similar to that of RDSB, perhaps Mr Market has given up being addicted to opiates once he lost his driving licence for drink driving. I had hoped that yesterday's general rally meant that all the silly money had already flounced out and that there might now be a global philosophy somehow related to whether a company could make a living and share it with us if we supported it. Looks suspiciously as if we may all be affected by a never ending circular argument. I am reminded of tulip bulbs and I'm so pleased I am a buy and hold devotee. Here's where my personal philosophy of a dividend yield above 3.6% may pay off

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AnonymousUser252054 7th Jan '18 22 of 22
4

I just came across Max's post when looking for comments on Hunting (LON:HTG) and being curious to see how this portfolio did, as of today, Jan 7th 2018, these are the current prices and, using the power of fairly impaired mental arithmetic, these are my ball-park percentage changes. (NB. I've used Max's original SP figures not his 'today' ones.) Well done, Max is all I can say.

H & T (LON:HAT) 326 (+120%)
Persimmon (LON:PSN) 2780 (+130%)
Epwin (LON:EPWN) 86 (-30%)
Indivior (LON:INDV) 404 (+70%)
Hunting (LON:HTG) 625 (+1%)
Costain (LON:COST) 487 (+50%)
Laura Ashley Holdings (LON:ALY) 7.2 (-75%)

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