Registered:
26/11/12
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Occupation: Other

Interests: Emerging Markets, European Markets, International Stocks, Stocks, US Market

Twitter: @SkyandBull

About Me:

Writer on aviation; retired stockbroker. Operate website on aviation and miltary issues, together with book reviews, Sky & Bullets.


Investment Strategy
I trade... constantly
I tend to buy... after much research
I hold for... a few months
Diversification is ... essential to reduce risk
pick winners, and back them. I guess I am GARP at heart. I prefer companies that do or make things rather than 'consultants' or financial businesses. And I like 'moats'.

Blog

Writings on aviation, miltary and international affairs. Reviews of books on the same subjects.

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Grumpy5's Latest Blogs

One of Scotty's longs I believe, +>10% yesterday, the day before a trading statement (and +13% today after it). A bit sniffy!



Grumpy5's Latest Comments

Paul, re your first paras, Jon Egging's widow, the very driven Emma, has created a charity in his memory, which does some very good work. See https://www.joneggingtrust.org.uk/

Worthy of a quick note: the Sainsbury/Asda merger talks of an expected £350m annual benefit arising from buying synergies - i.e. squeezing the merged supplier base even harder. Yet another reason to be wary of investing in the food manufacturing sector.

Some thoughts on AIR:LN would be welcome. The price seems to be discounting another CVR-type episode.

Some well-informed buying in Bloomsbury (LON:BMY) from 1500 this afternoon. RNS giving "earnings above expectations" did not come out till 1637. Sniffy!



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