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SIF May review: Fulcrum Utility Services, Carr’s, Oxford Metrics & Redrow
LON:CARR by Roland Head 29th May '18 · 5 comments · 7296 reads · 33 votes
LON:CARR by Roland Head 29th May '18 · 5 comments · 7296 reads · 33 votes
"It’s the end of another month, so it’s time for the SIF portfolio’s monthly review. For newer readers it might be worth revisiting the rules-based process I used to manage this portfolio.
I run the St…"
SIF annual review 21/22: will the system keep working?
LON:VLX by Roland Head 3rd May '22 · 11 comments · 2594 reads · 77 votes
LON:VLX by Roland Head 3rd May '22 · 11 comments · 2594 reads · 77 votes
"Over the last 12 months the UK market has moved from worrying about the pandemic to worrying about inflation, supply chain disruption and the war in Ukraine.
Despite these serious risks to growth and…"
Is Shell really still a Super Stock?
Stock Picks by Roland Head 2nd Aug '22 · 16 comments · 2573 reads · 44 votes
Stock Picks by Roland Head 2nd Aug '22 · 16 comments · 2573 reads · 44 votes
"Correction: This article previously missed a disclosure statement. Roland Head owns shares in Shell.Anyone who bought big oil stocks in the depths of the 2020 crash has done very well. Shell (LON:SHEL…"
Paul's weekly SCVR summary - episode 1 for 2023 (w/e 6 Jan 2023)
Stock Picks by Paul Scott 8th Jan '23 · 10 comments · 1851 reads · 59 votes
Stock Picks by Paul Scott 8th Jan '23 · 10 comments · 1851 reads · 59 votes
"SCVR Podcast - episode 1, 2023
Audio is here, and on podcast platforms.
Intro - hoping 2023 is better than 2022. Very attractive valuations now in small caps. Long-term should be fine. Short-term, I d…"
Vested in the electrification of everything
Stock Picks by Elio D'Amato 12th Jan '23 · 4 comments · 606 reads · 7 votes
Stock Picks by Elio D'Amato 12th Jan '23 · 4 comments · 606 reads · 7 votes
"IPD (ASX:IPG) is a distributor of electrical equipment in Australia.
IPG consists of two core divisions - distribution of products (+90% of profits) and the provision of services.
The electrificatio…"
Chasing the perfect cheap wave - finding “Trending Value” stocks.
Stock Picks by Elio D'Amato 22nd Jun '23 · 0 comments · 496 reads · 5 votes
Stock Picks by Elio D'Amato 22nd Jun '23 · 0 comments · 496 reads · 5 votes
"I have been reading with great interest the excellent "Strategy Map series" written so eloquently by both Ed Croft and Megan Boxhall,
As with all of Ed and Megan's articles, they are thought provokin…"