Registered:
24/10/14
Seen:
4:33pm
Followers:
0

Comments
43

Occupation: Company Director, Trader

Interests: Bonds, Derivatives, Economics, Geopolitics, Interest Rates, Stocks, US Market

Location: London

Twitter: @Hawkeye_74

About Me:

Former corporate bond trader. 18 years in The City. Now trying to suppress the urge to trade and learning how to be a long term investor. Diversifying away from corporate bonds into equities.

Investment Strategy
I trade... weekly
I tend to buy... after much research
I hold for... years
Diversification is ... essential to reduce risk
Aim to be long term and buy stocks with a durable competitive advantage, but prone to some short term trading after spending my career doing just that.


Hawkipa's Latest Blogs

Hi, I am in the process of researching a universe of names that qualify for Business Property Relief (BPR) on AIM and therefore will be inheritance tax (IHT) free after the two year holding period, for my father. My experience so far, is that IR departments are very cautious about confirming their status and will only ever confirm if they currently qualify. I can appreciate…

Hello, Anybody got any views on DCG? I bought into this some time ago and whilst it has done a job for me, I'm increasingly feeling like the recent rally is an opportunity to bank the gains and move on. My main fears are the net debt, div cover of just 1.04x, a ROCE which may have peaked, the possibility that the mineral whey product…

Hi all, Just looking at Polypipe and am liking what I've found so far. Anyone a holder, got a view? Cheers Paul

Hi, Has anyone looked at CLIG recently? I've been watching the price for a while but haven't fully researched it yet. On the face of it it ticks a lot of boxes, but I'm wondering if there is anything I've missed? Cheers Paul



Hawkipa's Latest Comments

Hi Graham, Re Ramsdens Holdings (LON:RFX). I think that guy from Investors Chronicle tipped it today.

Graham, Some thoughts on Pendragon (LON:PDG) The strategy change is clearly reactive to a changing UK motor retailing landscape and management are clearly thoughtful of the future. However, the change in strategy presents many risks ie can growth in the software business & leasing really replace the clearly declining UK motor division. Further, if they double used revenues by 2021 are they effectively just aiming…

Hi, FWIW on StatPro (LON:SOG) I looked at the product as a potentially cheaper version of Bloomberg some time ago. It looks to be a generally good tool, however, its not really any better than the similar Bloomberg offering (PORT) and Bloomberg comes with so much more, that for the relative price difference I can't see why any professional wouldn't opt for Bloomberg. I suspect…

Hi, I know David Roberts and Phil Milburn, as they used to be clients of mine. They are both good solid corporate bond guys who come with a good pedigree and are both long enough in the tooth and smart enough to know how to both perform and attract AuM. The problem they may face is one of timing. If rates do accelerate higher then…

Thanks for flagging Hornblower. I have been pondering this since I saw it. I decided this morning to add to my already very small holding. The reasons I decided are: 1, It probably was the last day before the closed period before the AGM, 2, This is the key point for me. These are likely to be material sums for each individual, though I do…


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