Real Name: Edmund Shing
Occupation: Blogger, Market Professional, Newsletter Writer
Interests: Derivatives, European Markets, Funds, US Market
Twitter: TheIdleInvestor
Fantasy Fund: Idle Investor Value
About Me:
Edmund Shing is currently Global Head of Equity & Derivative Strategy at BNP Paribas, and formerly a Global Equity portfolio manager at BCS Asset Management. Edmund focuses on a combination of high-level investment themes and fundamental stock-picking, with a dash of technical analysis in the mix. He has a book published in 2015 by Harriman House, “The Idle Investor”, which provides investors with three simple, easy-to-implement strategies using low-cost ETFs to give a good combination of portfolio performance at a measured level of investment risk. Edmund has previously worked at Barclays Capital (as Head of European Equity Strategy), BNP Paribas (as a Prop Trader), Julius Baer, Schroders and Goldman Sachs over a 21-year career in financial markets based in Paris and London. He also holds a PhD in Artificial Intelligence from the University of Birmingham. You can follow him on Twitter: https://twitter.com/TheIdleInvestor
You can read more from Edmund Shing at his personal blog - the Idle Investor.
Web Address: http://www.idleinvestor.com
First of all, a big thanks to Damian, Chris and Ed for putting on the latest Stockslam event in the Aldwych, London (Oct 24). Great attendance, and some very interesting stock picks highlighted. My contribution to this event was Miton (LON:MGR) , following my Harvey Nash (LON:HVN) choice at the inaugural Stockslam event. Description: - Size: Small cap (market cap. £111m) - Activity: Fund manager…
Harvey Nash has been a conviction buy of mine for a few months now, after I had reviewed the value-momentum case for this personnel sector stock back at the beginning of June - please see my original Stockopedia article in this link below:Personnel sector: Attractions of Harvey Nash, + potential at Staffline, EmpresariaWell now that Harvey Nash (LON:HVN) has managed to return to 124p, where…
From the latest Barclaycard spending report for May, we finally get some welcome news for UK consumer spending: Consumer spending grew 5.1 per cent year-on-year in May, the highest level seen since April 2017 In-store spending rose by 2.6 per cent as good weather encouraged shoppers to head out and about Non-essential expenditure increased 4.6 per cent, its highest level of growth in more than…
First of all, apologies for the pun in the title, couldn't help myself! Secondly, I would like to thank Ed at Stockopedia, and Damian Cannon for organising the Stockslam event in London last night - it was an excellent format, and I met lots of great people including the great Paul Scott in the flesh! For note, I proposed Harvey Nash (LON:HVN) as my stock…
Why look at the Personnel sector? This is not in general a sector that fits my personal style of trading, given its traditionally very cyclical nature and also typically low profitability (as measured by operating margins). But, the very cyclicality of the personnel sector can also give rise to contrarian value opportunities from time to time, as the sector can fall very much out of…
Like RM (LON:RM.) today, as you point out, very cheap valuation, plus positive EPS momentum and revisions over the past 12 months, underlined by the results today. With EV/EBIT of around 7x and modest growth expectations that might be revised higher, I am staying positive on this. I particularly like the fact that net debt post Consortium acquisition has been more than halved from £13m…
Re RBG, I am guessing that the World Cup impact is due to the lack of TVs in their bars? JDW will have been the big winner from this I guess, perhaps ETI too...
I would say I have a big foot in both camps zeibots... Fundamentals first, but with a thick serving of technical analysis for the purposes of timing and setting of share price potential... Mind you, I like to keep the technical analysis side of things simply, looking at trends, clear identifiable chart patterns like triangles and gaps, and obvious horizontal resistance levels... Edmund
Gocompare.Com (LON:GOCO): Nice breakout today with above-average volume on the back of the offer for ZPG (LON:ZPG)... 120p+ now... Average analyst price target is 131p suggesting more upside, valuation still moderate for an online cash-generative company... Also a spin-off from esure; remember that spin-offs tend to outperform the market, from Joel Greenblatts' research.
Well Silver Lake (private equity) has this morning announced a recommended offer to buy ZPG (LON:ZPG) (Zoopla) for 490p in cash, a 30% premium to the previous share price. So UK takeovers continue apace, I think this theme has a long way to run yet... Clearly online cash-generative business models are attractive even to financial buyers right now, so this might be good for the…
Edmund Shing has 81 followers including:
