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A guide to investing in South African stock markets
Stock Picks by Alex Naamani 22nd Oct '15 · 0 comments · 12189 reads · 4 votes
Stock Picks by Alex Naamani 22nd Oct '15 · 0 comments · 12189 reads · 4 votes
"In 2013 Jim O'Neill, the Goldman Sachs economist best known for coining the term 'BRIC', noted that 'one popular idea has been to suggest that BRICs should in fact be BRICS, with the capital S for So…"
A Guide to Investing in New Zealand
Value Investing by Alex Naamani 20th Nov '15 · 5 comments · 15145 reads · 8 votes
Value Investing by Alex Naamani 20th Nov '15 · 5 comments · 15145 reads · 8 votes
"In his excellent book, One Up One Wall Street, Peter Lynch explains that he loves 'dull' companies in 'no-growth' industries. “I get even more excited when a company with a boring name also does somet…"
Small Cap Value Report (7 Sep 2016) - TRAK, MCB, CMCX
LON:TRAK by Paul Scott 7th Sep '16 · 6 comments · 11889 reads · 30 votes
LON:TRAK by Paul Scott 7th Sep '16 · 6 comments · 11889 reads · 30 votes
"Good evening!I'm finally back in the UK, after a very pleasant 3-hour Easyjet flight back from Corfu to Gatwick today. I always feel exhausted after flying - apparently it's due to the lower oxygen co…"
Small Cap Value Report (Wed 27 Dec 2017) - DFS, HAL, D4T4, WEY, CLP
LON:DFS by Paul Scott 27th Dec '17 · 24 comments · 12737 reads · 77 votes
LON:DFS by Paul Scott 27th Dec '17 · 24 comments · 12737 reads · 77 votes
"Good morning/afternoon, it's Paul here.
I hope everyone has had a smashing Christmas break.
As you would expect, there's very little news today. A couple of items caught my eye.
DFS Furniture (LON:…"
SIF Portfolio: Cyclical turn could make insurer Jardine Lloyd Thompson too cheap to ignore
LON:JLT by Roland Head 17th Apr '18 · 17 comments · 6244 reads · 23 votes
LON:JLT by Roland Head 17th Apr '18 · 17 comments · 6244 reads · 23 votes
"Last week I wrote about the restricted choice of stocks on offer in the Stock in Focus screen. This week the choice has shrunk even further.
Of the 16 stocks which qualify for my screen at the time of…"
SIF portfolio: Sirius Real Estate returns & 3 new foreign stocks
LON:SRE by Roland Head 8th May '18 · 7 comments · 6071 reads · 12 votes
LON:SRE by Roland Head 8th May '18 · 7 comments · 6071 reads · 12 votes
"When following a rules-based investing strategy like the one I use for the SIF portfolio, the line between trading and investing can get blurred. In his recent interview with Ben Hobson (recommended r…"
