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Hi all, Seems the market has shifted to me, most good news is being marked down, bad news is hammered. Only exceptional news seems to move the price. I’ve been stopped out more times this month than for years. Lots of studies show small cap weakness before a large correction, is thus just noise or not? My cash, not just from stopped positions is large,…

GAME Digital (LON:GMD) is now trading at less than its cash and although cash increases after xmas the SP seems to have fallen too low. Famous last words of course with the CFO resigning but he is staying on for 3 months. Paul Scott's positive points here are still valid and the annual report is clear they are repositioning themselves for esports (already huge and…

Hi, from the reg news section, a lot of significant shareholders selling over last two months, any views?

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Hi Snoo, Where are you seeing this information : 'Debts seem to have gone up from £14m to £27m to £45m over the past year, in part financing the dividends.' thanks

Good piece Eric, and thanks for writing this and putting in so much effort, it makes Stocko such a great site. I hold after reading the company reports and looking and listening to the management. I also think they have buy out optionality. I’ve worked with the corporate fx teams in a couple of large banks and they are woefu and expensive , alpha fx…

Thumbs buttons don’t work on iPhone, for me at least they don’t.

I think it’s interesting Stephen, and to my mind there are so many high yields in the ftse Ive been thinking about index trackers. Then at the weekend I read in money week that Bloomberg stated the ftse all share is running at a 4+ % yield. So for me, given all the negativity towards the ftse , that seems a very good entry point…

Hi Following Graeme’s comments yesterday on Howard Marks, for any fans there is an excellent 2 hour interview by Tim ferris on podcast. Be warned however, Tim ferris interviews are highly addictive! Listen to #338: Howard Marks — How to Invest with Clear Thinking from The Tim Ferriss Show in Podcasts.

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