Iwright7

Every morning I take a 10 minute tour of the Stockrank Movers to see if any of companies in my universe have been upgraded by >10 units. Since their results 2 days ago the newly computed James Fisher and Sons (LON:FSJ) numbers have gained +30 to 91 for Stockrank score and the Quality score has jumped +35 to 89.  James Fisher was already showing excellent…

Rarely do the stars align and the share price not follow, but the Churchill China (LON:CHH) price has been flat in spite of a recent upbeat trading update.... performance will be ahead of our earlier expectations for the full year. With a Quality Rank of 99, Financial Health F score of 9 and bountiful  return numbers which have improved consistently for the last 5 years,…

A new podcast with Vanguard’s Factor manager, Liqian Ren. Her funds include Quality, Momentum, Value and Multifactor (Stockrank) style ETFs. As an aside Liqian suggests that in the US during the last 10 years Quality has outperformed Value and Momentum and that this is logical because high Quality companies will produce more organic growth. Confirmation bias perhaps, but this style makes a lot of sense…

For those of you interested in Factor investing I have come across a new US series. It's called Flirting with Models which focuses on the quantitative and human aspects of Investing. Particularly good are the Momentum interviews with Adam Butler and Jack Vogel.Pearls of analytical wisdom and all for free.  Enjoy...https://blog.thinknewfound.com...

Just occasionally a book, or an interview gives me a little more insight into my preferred investing method namely Growth/QM. So it is with the interview with the Growth fund CEO Paul Black of WCM Investment with $200B of assets under management. It is a fascinating discussion which includes the desirability of Moat company culture aligning with its competitive advantage. Almost as an aside Paul…

Howard - I think your choice of Quality Rank, rather than ROE is inspired. Likewise instead of using positive 1y RS, which is backward looking, why not substitute this with the Momentum Rank (say M>90), which is designed to be predictive for outpreformance. You could argue that the Momentum Rank score already includes 1y RS (and 1m Broker EPS upgrade) allocations, but it also contains…

pka, In Keith's latest video interview (part 2) he estimates his success to be 5% "luck" and 95% hard work, although he also admits to getting some selections seriously wrong.  What part does luck play in investing? – 22:20 mins in ... https://www.youtube.com/watch?v=xklrPJCxVi8 The Buffettology fund holds about 30 companies and your BT Fantasy fund concentrated on its 10 largest holdings, so you could argue…

Its 2 years since Ben wrote this article and the Buffettology fund has grown from <£100M to a whopping >£1100M . The fund's cumulative return (since 2011) is some 230%; no mean achievement.   Looking at the Buffettology current Top 10 holdings the QM scoring pattern is similar to a year ago with 9 out of the Top 10 holdings having a QM score of 80+,…

Worth noting from the full report......Our new (Norway) sovereign wealth fund arrangement is performing exactly as we had planned: it is providing incremental capital – akin to structural leverage – while enabling the balance sheet to increase its investment returns without having to advance every dollar of capital. Thus, we were able to have the balance sheet only modestly increase its commitment of new capital…

There is a 2pm Burford Capital (LON:BUR) webcast you can sign up for here: https://www.investis-live.com/burfordcapital/5ccc6b08d0332d0e009eb382/lkkl