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Real Name: Damian Cannon

Occupation: Private Investor

Interests: European Markets, Gold, Hedge Funds, Stocks

Location: London

Twitter: @RandomAmbler

Fantasy Fund: StockoHYP Large Cap

About Me:

Ex-rocket scientist, computer programmer, urban cyclist, calmer parenting advocate, high yield investor, yoga apprentice, genealogist and explorer of the outer bounds

Investment Strategy
I trade... a few times per year
I tend to buy... according to my system
I hold for... years
I invest with... <£500k
Diversification is ... essential to reduce risk
To sort the wheat from the chaff and not make gut decisions.


Thoughts on analysis and investing

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Damian Cannon's Latest Blogs

Apologies but the date is not a misprint. Life has taken a front-seat since I had the pleasure of hosting our second StockSlam of the year! Nevertheless I know that many investors can't always make an event in central London and so I'm happy to provide this cleaned-up transcript of the event. As ever we had some excellent presenters and an engaged audience which made…

Unlike April I've had a rather busy month on all fronts in May - so much for sell and go away. To a large degree this activity was stimulated the investor events that I attended. The key one of these was Mello London in Chiswick where I spent a happy two days listening to company presentations and learning from keynote speakers. As usual there was…

Once again I've enjoyed a quiet month with regard to the markets and have done little apart from watch the dividends roll in - thanks XP Power! It's not that I've been putting my feet up though. No, real life has more than occupied my time and that's no bad thing. I did, however, enjoy reading this recent piece on AIM investing (Staying Safe on…

I was a little distracted from the markets this month, as real-life took charge, but the portfolio did just fine without my active oversight. On the whole most of my trading actions were driven by price alerts where I'd previously identified a level at which I would be happy to either buy or sell. To some degree this took the emotion out of these decisions,…

A few weeks ago I enjoyed myself at the first Stockopedia StockSlam of the year. Once again we managed to deliver an excellent line-up of presenters all happy to stand-up in front of a packed out audience. It's always a surprise, to me, finding out which companies are going to be presented but it's usually a happy surprise. Generally there's a good mix of names…

Damian Cannon's Latest Comments

Great write-up of Cake Box Holdings (LON:CBOX) you've done there Paul. I looked at the company a while back and do like their cash generation and low capital requirements. However I've not invested due to concerns around customer and employee reviews which paint a very mixed picture: Staff: Customers: So in the short run the shares may well do fine, as they expand…

Well I haven't looked into the XP Power (LON:XPP) cash-flow in detail - I'm just going on other people's comments. My main issue is that sales are going to have to grow strongly (after a weak Q1) if they're to make the forecast 203.7m this year:Here I've assumed a reasonable level of growth in Comdel & Glassman and then worked out what sales the core…

Well there's the question what with the reassuring trading update and some related party buying. From the low point £K3C has bounced hard and hopefully this marks the nadir of pessimism. Although given that I doubled my holding on the day of the update there could easily be another profit warning in the offing!

I agree that Ashtead (LON:AHT) is under-rated by the market given its track record. However it is an archetypal cyclic stock so it'll never be on a punchy rating (except when earnings have collapsed). As for Character (LON:CCT) well I'm neither positive nor negative - although the presenter at the slam was pretty keen on them!

Hi John, Sorry the presenter didn't go into much detail about these new toy ranges. I take your point about them being relatively unknown and a tough sell. You're right about the board keeping the company on a profitable track though and their excessive pay doesn't seem to have harmed operations. Cheers, Damian

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