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SIF Portfolio: Pan African Resources update + Alternative Networks
LON:PAF by Roland Head 2nd Aug '16 · 9 comments · 9361 reads · 12 votes
"The temptation to break your own rules when investing is immense. But there’s a lot of evidence which suggests that sticking to a set of buying and selling rules over a long period is one of the best…"
SIF Portfolio: Infrastructure group John Laing could profit from an end to austerity
LON:JLG by Roland Head 31st Aug '16 · 2 comments · 4436 reads · 10 votes
"Seven years after the financial crisis, the Bank of England has cut interest rates to a record low of 0.25% and launched a new £70bn round of quantitative easing. These new purchases will be added to…"
Small Cap Value Report (5 Dec 2016) - PLA, PURP, RXB
LON:SYN by Graham Neary 5th Dec '16 · 30 comments · 19012 reads · 127 votes
"Paul is taking a well earned break in the sun this week. Fortunately, with Paul’s help, we’ve managed to enlist Graham Neary, who is temporarily stepping in to take the reins. With Graham’s awesome…"
SIF Portfolio: A new twist on diversification
LON:HYDR by Roland Head 11th Jan '17 · 18 comments · 16625 reads · 18 votes
"Ed Croft’s 2017 NAPS feature reminded me of the adage that diversification is the only free lunch in investing. The NAPS portfolio is made up of 20 stocks, with two taken from each of the ten top leve…"
Small Cap Value Report (Wed 8 Feb 2017) - KWS, DSG, DPP, TLY, FLOW
LON:KWS by Paul Scott 8th Feb '17 · 40 comments · 19482 reads · 58 votes
"Good morning!Yesterday's report was late. Here is the link to it - covering 7 companies, to get you started today.I'll have a quick whizz through today's results & trading updates now. Then I'm of…"
Why tech stocks are missing from the SIF Portfolio (AMO, OMG, TTG, PTEC)
LON:AFRN by Roland Head 19th Jul '17 · 12 comments · 9457 reads · 17 votes
"Investors in technology stocks have done well over the last year. According to figures from the FT, the technology sector has risen by about 25% in that time. That’s more than double the 12% managed b…"
 
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