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
Stock: RM (formerly Research Machines) Sector: Education technology Price: 250p; market cap. £210m so small-cap. Key attractions: Value + momentum stock, business transformation in progress, a rare cheap technology-focused stock History: RM has been around in the field of providing technology hardware and solutions to the education sector (principally schools) since the 1980s. I know this as I remember being at school back then, and…
Following the rollercoaster ride that has been the last 3 months of last year, and then a strong recovery post-Christmas through to the end of March, we should expect further gains ahead.This is a pattern that is evident historically not only in UK equities, but also in the US and European stock markets too.Q2's gains are likely to be more modest than in Q1, but…
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…
An interesting perspective on gold is the following: - It is a currency which cannot be printed willy-nilly by central banks; - At a time when much of the global sovereign bond universe is sitting at negative yields, it is a way of holding onto a store of value when countries around the world are threatening to enter a period of competitive devaluation of currencies;…
Hi again Graham, OK my bad, I didn't read the RNS properly. So the number of shares outstanding has dropped by 31% pre- to post-tender... Fair dos, the Lander brothers have to congratulated for their impressive track record of late! They seem to have taken up this mantle from Melrose Industries (LON:MRO), who have perhaps bitten offf more than they can easily chew with the…
Hi Graham, Don't understand your arithmetic re Volvere (LON:VLE) Volvere here. You say the Lander brothers have sold most of their shares, but their share of the outstanding shares falls from 30% to 19%. Have the number of shares outstanding dropped that much, given a take-up of only 39% for the tender offer? Thanks, Edmund
Appreciate the effort, you're doing a great job and I like the format!Ed
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…
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