Fri 12:18pm


Occupation: Other

Interests: Property, Stocks

Location: UK

About Me:

"Well yes. Yes. Of course, it's a bit of a jump isn't it? I mean, er, chartered accountancy to lion taming in one go. You don't think it might be better if you worked your way towards lion taming, say, via banking?"

(Monty Python, December 1969)

Except I wasn't an accountant, nothing so interesting as that. Nowadays I'm living off my portfolio, having finally quit my job.

Lion Tamer's Latest Comments

Macfarlane (LON:MACF) I've held some of these since 29.3p (so a very long time). They've been boring, but pay out a reasonable dividend, so I've been happy to hold for the income. If it helps anyone, the two biggest weak spots in my opinion are the high debt + pension deficit (like NXR), "Macfarlane Gearing inc Pension Dfct % = 71.6" (although I'm tempted to…

Hi Matt Paul covered it on the 4th:

Hi SeadocThanks for the thoughtful in insightful reply. I agree with your monthly review (mine is more like every six to eight weeks). My process starts with an export of portfolio data into a spreadsheet, and ends with a review of news and any scuttlebutt. Whilst the process has saved me from some upsets in the past, it also took me out of Greggs (LON:GRG)…

Hi SeadocIQE (LON:IQE) Thanks for your reply. I rate your opinion here so take notice of what you say. I think IQE (LON:IQE) is an interesting bit of sport in the (rapidly growing) fun section of my otherwise boring & predictable portfolio of mainly safe dividend payers. However I've just calculated my stake and its only about 0.6% of my portfolio, so I'm long, but…

An interesting announcement from IQE (LON:IQE) this morning, although maybe not enough to necessarily warrant Graham's coverage, Settlement of prior year taxes It seems to be in three parts: * A subsidiary we purchased has screwed up its USA taxes, so we have to cough up a load of dollars * But it was not our fault, it was our tax advisers, so we might…

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