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Diageo's spirits improve
LON:DGE by Fat Prophets 1st Feb '16 · 0 comments · 5457 reads · 1 vote
LON:DGE by Fat Prophets 1st Feb '16 · 0 comments · 5457 reads · 1 vote
"The takeover of SAB Miller is set to leave only one beverages company left in the FTSE 100. Diageo should, though, be more than capable of holding the fort given its portfolio of global brands. The co…"
Value & Momentum - the strategy that's crushed the post-Brexit market rally
StockRanks by Ben Hobson 17th Aug '16 · 48 comments · 21561 reads · 30 votes
StockRanks by Ben Hobson 17th Aug '16 · 48 comments · 21561 reads · 30 votes
"UK stock market indices have broken out to new highs this month, which is an impressive change of fortune from the Brexit-induced price collapse we saw in June. Despite worries about the economic outl…"
SIF Portfolio: Will Oxford Instruments make big gains from nanotechnology?
LON:OXIG by Roland Head 12th Feb '19 · 4 comments · 3415 reads · 22 votes
LON:OXIG by Roland Head 12th Feb '19 · 4 comments · 3415 reads · 22 votes
"The market sell-off during the second part of last year has created some attractive value investing opportunities, in my view.
But the majority of these stocks don’t qualify for my Stock in Focus (SIF…"
Stock Picking Challenge - Q3 Review
LON:ODX by Ben Hobson 13th Oct '20 · 18 comments · 4861 reads · 41 votes
LON:ODX by Ben Hobson 13th Oct '20 · 18 comments · 4861 reads · 41 votes
"Late last December - when most of the world was still unprepared for the economic and social turmoil that was on the way - we launched the 2020 Stockopedia Stock Picking Challenge. After an upbeat yea…"
Market Musings 130124: Follow the Leaders
Folio Management by Edmund Shing 13th Jan '24 · 12 comments · 2200 reads · 76 votes
Folio Management by Edmund Shing 13th Jan '24 · 12 comments · 2200 reads · 76 votes
"Follow the Leaders
What now after an explosive end to 2023?
November and December were excellent months for several asset classes, including stocks, bonds, gold and even listed real estate.
The main m…"
The Week Ahead: 11-15 August
Folio Management by Megan Boxall 8th Aug · 4 comments · 1270 reads · 55 votes
Folio Management by Megan Boxall 8th Aug · 4 comments · 1270 reads · 55 votes
"Last week I wrote about private investors’ current appetite for idiosyncracy in stock picking. Analysing individual companies for their relative merits and value is what appeals to me most about direc…"
