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John652's Latest Blogs

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?



John652's Latest Comments

Having watched SCSW & the Monday morning prices for many years there seems to me a correlation. Highly likely market makers are aware of SCSW as the prices often gap up on opening, and very often are up a considerable amount on the Thursday/Friday (very suspicious). This normally only happens when confidence is high or returning, nov & Dec, very little moved. Yesterday eagle eye,…

Hi Simoan, What would Taleb consider safe? If you look at Ray Dalio and his approach, Troy & ruffer are pretty close for a fund that is easily accessible. I completely agree reading the opposite investment view is the thing to do but you are fortunate if your insight and understanding of global macro markets is as good as ruffer & Lyon, most of us…

Hi Timarr, re Personal Assets Trust (LON:PNL) I hold this & Troy Trojan & Ruffer IT, all in the safe/defensive side of the barbell. The quarterly commentary & periodic reports from Jonathan ruffer & Sebastian Lyon (Troy) are excellent, insightful, quite brilliant in many ways but they are soooo bearish. I think they are probably right, the defensive stance of the portfolio is designed for…

Re Character (LON:CCT) Thanks Damien, I thought it was your stock. Hi Andrea34, if you are interested in Character (LON:CCT) have a look at the ceo/cfo videos over the last couple of years, they are very positive & upbeat. A big tick is the relatively small damage and rebound from toysrus, they dealt with it well.

Hi Damian, Re Character (LON:CCT) Why do you see the introduction of their own toys as a catalyst? I’d have thought these will be associated with no know existing character or brand and so hard to achieve any size unless some form of amazing toy not seen before or better than what they have (and why would that be) ? Also they only pay away…

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