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

Ed is bang on the money, but forgot to say that Paul is Stocko's (not so) secret weapon - a massive benefit to us subscribers. The mixture of sharp -end financial experience, wit, and lashings of common sense, is surprisingly rare in the world of finance.....

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.


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