Tue 4:52pm


Occupation: Private Investor

Interests: Property, Stocks, US Market

Location: Windermere

Fantasy Fund: Daveinthelakes Fund

About Me:

Former Chartered Surveyor specialisng in commercial property development and agency. Took early retirement and now residing in Windermere.

Investment Strategy
I trade... weekly
I tend to buy... after much research
Diversification is ... essential to reduce risk
My long term holdings are mainly in large cap USA dividend growth stocks and as I think the sector is difficult to research adequately, a couple of funds in biotech/pharma. Most of my short term, 6-24 month hold, is in UK small-mid cap growth. My target is about 50-50 between the two portfolios.

Daveinthelakes's Latest Comments

Hi Paul, I used the Stocko compare facility for Swallowfield (LON:SWL) and Creightons (LON:CRL) and on the vast majority of metrics Creightons came out the better. Do you have a view on the respective merits of the two companies, Thanks, Dave

Hi Frank, I watched the Leon Boros video last night and amongst other wise advice he said do not sell if the investment case has not changed. How prophetic that CityFibre Infrastructure Holdings (LON:CITY) made the announcement this morning as having bought around a year ago at 52p and doubled up at 42p when the price collapsed a few months back I sold over 60%…

Paul, Re your comment on Intercede (LON:IGP) - " It's dawning on me that I don't have the expertise to invest in this sector." I was discussing this very subject with a fellow investor this morning. If I don't understand the industry a company is in then I ignore it but if I believe the sector itself is a serious medium term growth story I…

Hi Si, Understand why you sold out but in defence of Character (LON:CCT) management, the year ended 31st Aug and ToysRus went into admin around 19th Sept at which point all the monies owed to Character became a bad debt and they would be left with a load of Christmas stock they could not dispatch to them as they probably didn't have critical supplier status.…

I have been invested in Character (LON:CCT) for a couple of years, have confidence in the medium term and picked up more stock at 370p following the recent pullback. We know the results to YE August, to be announced in the first week of December, will be excellent but I am concerned that the effect of the ToysRus administration in the States, although expected to…

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