Real Estate
Money in bricks and mortar? Property companies of all shapes and sizes (including REITs) are vehicles investors can use to effectively buy a stake in several different types of property. For those of...
View ArticleQuarto (QRT)
Tying Theory to Practice Quarto Group seem like a logical stock to take a look at after my post last week (somewhat tangentially related!) on media stocks and their book metrics. While they're not...
View ArticleFrench Connection (FCCN)
Rags to Riches A modicum of grace rarely seen in my titles sees me shunning the obvious FCUK (French Connection UK , for my readers overseas!) related punnery for a slightly more restrained, though...
View ArticleValuing Distress
The Point Of No Return One of the biggest questions lingering in my mind over the last few weeks has been one that I'm sure all value investors regularly struggle with. It relates to those companies...
View ArticlePlastics Capital (PLA), Creston (CRE), Character (CCT)
A round of news With 3 sets of results out this week, I thought I'd pull together a quick post showing how 3 of my picks are holding up. Plastics and Character have been in the portfolio since...
View ArticleMolins (MLIN)
Resilience & Weakness Molins are a small manufacturing company I first hinted at back in August and which have more or less flatlined since then. On an operational note, though, the company have...
View ArticleAcal (ACL)
Manufacturing with a difference After covering Molins last week, I've stuck with the manufacturing theme - and what a topical one it is. Manufacturing-related firms based in the UK (though 'based' can...
View ArticleRSM Tenon (TNO) & Morson (MRN)
Stop the cuts! Don't worry, I'm not diving into political commentary; rather, reflecting on two very different companies with one thing in common - both of these portfolio members have seen rather...
View ArticleInternational Retail
The UK Conundrum Thinking through the savage market reaction to the Tesco results and tying together all the investment cases I've made and read over the last few months, I'm genuinely unsure about my...
View ArticleAugust’s Stocks – Then and Now
6 Months On Back in August, I jotted down 11 stocks which had appeared in some of screens as potentially interesting - for whatever reason. A few of them I went to look at in greater detail, but many...
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