20 mins ago


Real Name: Ian Wright

Occupation: Company Director

Interests: Stocks

Location: Malvern

About Me:

I live on the edge of a rural village on the side Herefordshire side of the Malvern Hills. Our children have left home and I typically spend a couple of hours/day on our investments. I have a analytical and curious mind so am happy delving into and evolving a variety of investment styles, but focus on small and medium sized Moat companies mainly.

Investment Strategy
Mainly moat combined with momentum small cap companies, with a few value/recovery situations. I gain confidence from companies with high Stockranks/QM and a positive trading outlook. I am an enthusiastic user of customised Quality screens to identify the <1% of the market that I will eventually buy into.

Iwright7's Latest Blogs

I have today taken an initial position in another little known (to me anyway) microcap "High Flyer" whose niche and metrics intrigue me. My notes to date:Symphony Environmental Technologies (LON:SYM) core business is a licence for a US patented additive made by EPI Inc to improve polythene biodegradability. The company has also developed other anti-microbial and fire-retardant additives. With Sir David Attenborough on the plastic…

A new microcap (to me) appeared on my 52 Wk High radar this week called Amiad Water Systems (LON:AFS). It’s a boring Israeli water filtration/irrigation company that exports about half its sales. I have visited Israel on business on several occasions and know how much they value their scarce water resource, so I am guessing that Amiad’s water expertise confers a commercial advantage when exporting.…

For those of us trying to control our irrational investing behavior there is an interesting new Podcast with Dr Daniel Crosby the author of, “The Laws of Wealth: Psychology and the secret to investing success”. Daniel is a rules based value/quality/momentum investor, so his thinking will chime with many Stocko readers…. Enjoy. Ian

This time of year is ideal to fine tune an investment strategy and to re-weight accordingly. It got me thinking about my best investment idea for 2018, or in other words the company with the most potential to reliably  increase in value in the coming year. My choice is Taptica International (LON:TAP)  - I hold. Tapica’s business is pesky mobile phone advertising optimisation. The market…

I have a variety of customised Quality screens, some of which are tougher to pass than others. What has surprised me is the number of Asset management companies that are passing the toughest of screens and the extent of their 1Y gains.   I have selected 3 (which I now hold) and am thinking that the Asset managers themselves have become a better investment prospect than…

Iwright7's Latest Comments

A more general point about high Stockrank is that it is designed to reflect the probability of a company winning/outperforming. This doesn't mean that an individual high Stockrank company will win/outperform, but rather that a group of high Stockrank companies have a higher probability of outperforming. A group from the Top 90-100 decile is more likely to outperform a group in say the 80-90 decile.…

Coincidentally earlier this week I was looking at the impressive Stocko 5Y GARP graph  and thinking that I should re-read Smarter Stock Picking, listed as the reference; which incidentally is one of the few books recommended by fellow GARP investor Robbie Burns/The Naked Trader I have looked at the GARP chapter again this morning and it reiterates your point about the difficultly in…

I agree that VM is a winning strategy, but so is QM.Every mourning I look at the Stockrank Movers for QM companies that score over 80 and exibit double digit improvements over the last 7 days, as new investment ideas. This ties nicely with Will Rogers quip about obout only buying Quality stocks that go up. Combine high and improving QM with other anomalies such…

Another excellent article. I am reminded of a wonderful quote from Will Rogers in 1929: ‘Don’t gamble’; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don’t go up, don’t buy it.” More recently Wes Gray  of Quantitative Momentum fame suggested that the objective with momentum is to front run market expectations and…

Matylda.Re Elecosoft (LON:ELCO) Was on my Watchlist at 40p and probably missed out here, I will move this up to 60p to keep an eye on it. I am not so sure that you have missed out, but you probably will if your target price is only 60p. I have learnt the hard way that for high stockrank growth companies it pays to bite the…

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