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THIS IS NOT A TIP OR RECOMMENDATION. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITES.
I dumped my Small Holding (why am I talking about Farmyards?) in Alliance Pharma APH on Tuesday 28th April 2015 at 43p as per my Tweets and the updated ‘Trades’ page of this Website. As usual, I will do a quick run through of why I made this Decision - hopefully it will help Readers with their thought processes and it may assist me to evaluate if I really have done the Right Thing.
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There was a bit of discussion last night on the Tweet Factory about Bull Flags - I suggested one might be forming on Empresaria EMR and I got back the fairly likely question “what’s one of them then?”
I love Bull Flags (you will find a lot of people with a tad of Technical Analysis bent will be of like mind I suspect) because they are a very reliable Indicator that the Price is likely to move up soon. This should be a quick Blog to just give a clear illustration of what they look like and some other factors around them which are well worth knowing. I will use Dart Group DTG as an example and show what is happening over at EMR and why I highlighted that I thought a Bull Flag was perhaps starting to form.
THIS IS NOT A TIP. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITES.
Back on Thursday 16th April 2015 I added to my existing position in Empresaria EMR at 64p. This is a business which has struggled for many years with some major problems in Germany and a big Debt Pile. However, it seems like they are back on top form and the Stock looks extremely undervalued - as Readers will hopefully glean from this dive into the guts (that is a horrible expression, Wheelie !!). I have held a very small position in EMR for bloody years. I have had them since about July 2010 - but I always felt that there was something very good here and always planned to buy more once it was clear things were on the mend. Just a shame it has taken so long but the position was only about 0.5% of my Portfolio so it has had little real drag.
THIS IS NOT A TIP. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITES.
Well, this Blog has got a bit hijacked by Events. I wrote a reasonable draft at the weekend and expected to issue the Final Blog before I bought more Iomart (IOM) - however, the Stock started to move and I bought some more earlier today (Wednesday 15th April 2015). This Blog is about a strange quirk that arises sometimes where if you are alert you can make some gains out of Takeover Situations. Classical Market theory would say that such anomalies should not exist - but the reality is that they do. This is of course pretty much always the case with ‘Market Theory’ from the ‘Experts’ - very rarely any use to Actual Investing. There are several strange things about Takeovers which can give you an Edge but there is one particular one that I want to write about tonight - essentially it is a situation where the Market tells you exactly what the Takeover Price is likely to be - and you can buy hugely cheaper in many instances.
THIS IS NOT A TIP. I AM NOT A TIPSTER. PLEASE DO YOUR OWN RESEARCH. PLEASE READ THE DISCLAIMER ON THE HOME PAGE OF MY WEBSITES.
A couple of weeks back on the 23rd March 2015, I topped up on my Tristel TSTL holding at 73p after some superb Results. I have been in this Company for quite a while - maybe even a year, but I like the story here and it really strikes me that they are increasingly gaining acceptance with Customers with regard to their Infection Control offerings. It is quite a small Company, with a Market Cap around £30m and is listed on AIM. This makes it inherently Risky and I have put about 2.5% of my Total Portfolio Value in it. I expect to hold this for the Long Term - and maybe several years if all goes to plan.
I have been planning a Blog on one of my Stocks for several days (if not weeks) and was intending to start on it tonight, but at the last minute I have decided that I don’t fancy too much hard work and that a simple one off the top of my Bonce will fit my mood better !! It’s a lot easier to just bash out a Blog based on my Approach rather than doing Research before actually getting down to writing.
We have a Long Weekend coming up with the Easter Bunny stuff (sorry, at the time of reading this you are probably munching Easter Biscuits…..), and I expect to make a good start on the Stock one in between Hot X Bun courses. Right, the subject is about a Typical Day for me and how I focus my Investing Activities. To a large extent it depends on the Day. In simple terms, Monday to Thursday (inclusive) are spent on actual ‘work’ but on Friday I tend to have decided it is the start of the Sabbath and I don’t usually do much Stock stuff. Saturday and Sunday are pretty much spent away from Stocks also. |
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