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SIF Portfolio: Choosing the right sectors to beat the market
Folio Management by Roland Head 5th Jul '17 · 4 comments · 5661 reads · 5 votes
Folio Management by Roland Head 5th Jul '17 · 4 comments · 5661 reads · 5 votes
"The Stock in Focus portfolio is now larger than it’s ever been, with 22 holdings. Performance so far has been reasonably good, and the portfolio has risen by about 24% over the last 12 months versus 1…"
SIF Folio: Pandemic forces strategy rethink at Aggreko
Stock Screening by Roland Head 18th Aug '20 · 3 comments · 2161 reads · 29 votes
Stock Screening by Roland Head 18th Aug '20 · 3 comments · 2161 reads · 29 votes
"Most FTSE 350 companies especially appear to go out of their way to cluster their half-year results in the same few weeks of the summer and also on the same few days of each week (Tuesday-Thursday). …"
Small Cap Value Report (Wed 30 Dec 2020) - M&A
LON:FCCN by Paul Scott 30th Dec '20 · 147 comments · 13006 reads · 189 votes
LON:FCCN by Paul Scott 30th Dec '20 · 147 comments · 13006 reads · 189 votes
"Good morning! It's Paul here with the SCVR for Wednesday. I had a lie in today, so the first section won't be up until about 11am.There isn't any company news of interest today, so I've just had a thi…"
SIF Folio: value rotation continues with Shell
LON:SHEL by Roland Head 16th Feb '22 · 13 comments · 2648 reads · 41 votes
LON:SHEL by Roland Head 16th Feb '22 · 13 comments · 2648 reads · 41 votes
"My decision to add British American Tobacco (LON:BATS) to SIF last week generated an unprecedented number of comments on ethical issues. Given this strength of feeling among subscribers, I thought I s…"
Small Cap Value Report (Fri 21 Oct 2022) - TRI, WIX, ZTF
Stock Picks by Paul Scott 21st Oct '22 · 27 comments · 6353 reads · 110 votes
Stock Picks by Paul Scott 21st Oct '22 · 27 comments · 6353 reads · 110 votes
"Good morning, it's just Paul here today, as it's Friday.
CEO interview with David Stirling of Zotefoams (LON:ZTF) - Audio version is now live here. Here is the written summary .We've positively cove…"
Market Musings 291022: Hebdomas Horribilis for Big Tech
Learning to Invest by Edmund Shing 29th Oct '22 · 8 comments · 2019 reads · 99 votes
Learning to Invest by Edmund Shing 29th Oct '22 · 8 comments · 2019 reads · 99 votes
"Market Musings 291022:Hebdomas Horribilis for Big Tech
A horrible week for mega-cap growth… But hope on the interest-rate front?
SUMMARY
Poor Q3 mega-cap tech results were heavily sanctioned by invest…"
