Registered:
16/01/18
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8

Occupation: Company Director, Private Investor

Interests: Funds, Stocks


Investment Strategy
I trade... monthly
I tend to buy... after much research
I hold for... years
Diversification is ... important, but not beyond 10 positions
My investment strategy is largely qualitative (i'm no accountant) with a view to achieving both growth and income over a long term hold. Firstly, I must understand the business and have confidence in it's strategy for growth. Second, it must have several years of evidenced 'performace' under its belt or have illustrated a genuine turnaround strategy. A track record of returns to shareholders via dividends of 3% or above is prefered. Third, I allow myself one 'punt' stock in order to manage the inevitable human need for immediate gratification! (self management). I hold a mixture of small, mid and large cap stocks.


Andre Schmidto's Latest Comments

Good morning Graham,RE: A.G. Barr PlcAn 'unexpected' warning from A.G.Barr (LON:BAG) this morning. Or was it?! Share price has been taking out new highs in 2019 and got carried away with itself. Revenues down 10% with profits expected to be impacted by 20%. This against tough comparatives from 2018. Seemingly great weather in H12018 but poor weather in H12019. More likely the cause, A.G.Barr (LON:BAG)…

$GOCO.L if you could please Graham...GoCompare.com Plc (GOCO) Preliminary Results FY18Revenue £152.6m  v  £149.2m (up, but, looks like a slight miss against StockReport estimate £155.2m)Marketing Margin 46.4%  v  40.5% (+5.9%)Operating Profit £37.7m  v  £33.0m (+14.2%)Customer Interactions 27.1m  v  32.2m (-15.8%)Av Revenue per Interaction £5.12  v  £4.67 (+9.9%)Final Dividend of 0.8p taking full year to 1.6p per shareInvesting in WeFlip in 2019 "a revolutionary proposition with…

Hi Paul, Just a short note to say thanks for sharing the Sosandar (LON:SOS) audio. I have to say that Julie impressed me and reinforced your previous sentiments that management know their stuff and this is worth backing. I thought she was top drawer. A few more positive trading numbers would be great. It appears the product is doing ok and customer acquisition is progressing…

Eric, Thank you for sharing your valued research and hard work with us. A great piece, I enjoyed reading this. The list of other companies besides AFX which you’d possibly like to own is interesting too. I own a small amount of Craneware but haven’t been able to add due to valuation, the share price seems to hold up well. Incidentally, the first narrative I…

Good morning Paul, I'd be interested to hear your (or Graham's) thoughts on the latest from Mulberry (LON:MUL) following their Results for the six months ended 30 September 2018 out today. "International strategy delivering results, UK market remains challenging." Given your background and experience in the retail sector and Graham's previous narrative on Monday 20th August 2018 it would be great to follow up on…


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