9th Nov


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Thanks for sharing this with us. Always interesting to get the views and reasoning behind a portfolio which contains a number of my investments. Of particular note is the fall in XP Power (LON:XPP) recently which has been commented upon. I don't know the reason for the recent fall although a mini slump like this occurred earlier in the year and the share price gradually…

re Burford Capital (LON:BUR) Thanks, Graham - for going where others fear to tread and giving us a fine insight on this unusual but fascinating stock. Richard.

Howard, I too am reading Minervini and have reached the eight trend analysis piece. You make a fair point in relation to Morgan Sindall (LON:MGNS) and it's failure of the SP > 50MA criteria However, rightly or wrongly, I gained the impression that the stage 2 referred to was generally in relation to potential superperformance stocks. IMHO, Morgan Sindall (LON:MGNS) is more of a turnaround…

Although your comments are addressed to Andrea, I found them useful. Thanks. Still the only updated brokers/press coverage I have found for the RWS Holdings (LON:RWS) acquisition is from IC - "we are reviewing our BUY recommendation." Richard.

In accepting Paul's comments about market cap level coverage, Andrea341 makes a fair point. A helpful pointer or two towards the broker/press coverage referred to would be appreciated.

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