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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…"
SIF Folio: Money from waste makes Sylvania Platinum a tempting choice
LON:SLP by Roland Head 11th Sep '18 · 9 comments · 5170 reads · 30 votes
LON:SLP by Roland Head 11th Sep '18 · 9 comments · 5170 reads · 30 votes
"This week I’m looking at one of the top-ranked stocks on Stockopedia. It’s not necessarily a company you’d expect to fit this description. As a small-cap, single-commodity miner operating in South Afr…"
SIF Folio: Market momentum review + 3 new international stocks
NYQ:CCU by Roland Head 18th Jun '19 · 4 comments · 3248 reads · 18 votes
NYQ:CCU by Roland Head 18th Jun '19 · 4 comments · 3248 reads · 18 votes
"We’re seeing uncertain conditions for cyclical stocks in UK markets at the moment. Domestically, such problems are often being blamed on factors such as high housing prices (Help to Buy), Brexit and s…"
Small Cap Value Report (Wed 26 June 2019) - Discussion at IG, CRL, DPEU, RM2
LON:CRL by Graham Neary 26th Jun '19 · 20 comments · 7049 reads · 57 votes
LON:CRL by Graham Neary 26th Jun '19 · 20 comments · 7049 reads · 57 votes
"Good morning!
Huge thanks to Paul for covering for me yesterday, after I suffered severe travel delays.
Speaking of yesterday's report, Paul added a further six sections in the evening, so it's now an…"
SIF Folio: My UK fund lags the market in H1 + international update
NYQ:DFS by Roland Head 9th Jul '19 · 3 comments · 2784 reads · 19 votes
NYQ:DFS by Roland Head 9th Jul '19 · 3 comments · 2784 reads · 19 votes
"We’re now more than half way through 2019, so now seems a good time to take a look at the performance of my rules-based SIF fund over the first half of the year.
I think that the results so far this y…"
