WheelieDealer Share trading diary blog with Portfolio and Education
  • Home
  • Trades
  • Educational Blogs
  • Wheelie's Bookshop
  • M3 Manifesto
  • Portfolios
  • WheelieBin / WheelieWatchlist
  • Non-Finance Books
  • Beginners
  • Monthly Performance
Picture

educational blogs

What is a Quality Stock?

19/11/2020

2 Comments

 
Tweet
I’m not expecting this to be hugely lengthy and I am living on the edge by having no plan or anything, but hopefully I can stitch something together that is just about readable and might even make a smidgeon of sense.
 
Whilst creating that ‘Educational’ Blog about Consistency & Volatility the other day (scroll down on the Educational Blogs page and you should find it very quickly), I realised that after 7 years or something of bandying around the term ‘Quality Stocks’ I had never actually made any attempt to try to define that, and this Blog is obviously an attempt to fill the gap (is ‘bandying’ an actual word? The Spellcheck seems happy with it anyway……perhaps it is something to do with Groupies……)


Read More
2 Comments

Stock Buy Checklist – AIM ‘Blue-Sky’ Story Stocks

26/9/2019

2 Comments

 
Tweet
A few months ago I produced a series of Checklists to be used when Buying particular kinds of Stocks and then some while later it hit me that I ought to produce one for those very high risk, often loss-making, start-up type businesses on AIM that I avoid on the whole but occasionally I will buy into one. Before getting stuck into this particular one, here are Links to the other ones I produced – in fact this is the final one but it has Links to the others:

http://wheeliedealer.weebly.com/educational-blogs/normal-portfolio-buy-checklist-quality-at-a-fair-price-buffett-stock

Read More
2 Comments

Stock Buy Rationale – Live Company Group LVCG

18/7/2019

0 Comments

 
Tweet
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 WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY. I HAVE A LARGE PORTFOLIO AND I USE DIVERSIFICATION TO SPREAD RISK ALONG WITH TRICKS LIKE HEDGING AND OCCASIONALLY BY THE USE OF STOPLOSSES - IF YOU BUY ANY STOCK YOU REALLY SHOULD FOCUS ON HOW IT FITS IN WITH THE REST OF YOUR PORTFOLIO AND KEEP RISK MANAGEMENT AT THE FOREFRONT OF EVERYTHING YOU DO. BE AWARE THAT ALL INVESTORS/TRADERS GET THINGS WRONG AND MANY STOCK SELECTIONS WILL WORK OUT BADLY.

Often when I write a ‘Buy Rationale’ Blog about a particular Stock it is as part of the thorough research I need to do before buying a Stock and I find it helps me hugely in forcing me to follow a highly structured and robotic approach. However, in the case of Live Company Group LVCG which I bought recently, I have been reading about and following progress on this Company for a very long time and because it is very much an early-stage business, the amount of research that can sensibly be done is probably a lot less than for a well-established business anyway.

Besides that I am very busy with other stuff at the moment and do not want to spend hours on writing this Blog so I will just focus on the key things that have made me buy into LVCG and what the key Risks are that I think any Investor in LVCG must weigh-up. I will also cover the Valuation case in some detail as I think it is very good value with a lot of potential for upgrades to the forecasts.
​


Read More
0 Comments

Guest Blog from Paul Hawkins @Hawkeye_74 on PCF Group (TIDM: PCF)

11/7/2019

3 Comments

 
Tweet
There was a discussion recently on Twitter about PCF Group and my mate Paul Hawkins mentioned that he had some notes on PCF and kindly he agreed to whizz them over to me so that Readers could share his findings and thoughts. A big THANK YOU to Paul for sharing this stuff and saving me a lot of time creating a Blog at a time when I am quite busy. It’s much appreciated.

Paul is a very knowledgeable and successful Investor and you can follow him on Twitter where he puts out a lot of useful stuff. His handle is @Hawkeye_74


Cheers, WD.

Read More
3 Comments

Stock Idea – Hotel Chocolat HOTC – Part 2

27/6/2019

0 Comments

 
Tweet
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 WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY. I HAVE A LARGE PORTFOLIO AND I USE DIVERSIFICATION TO SPREAD RISK ALONG WITH TRICKS LIKE HEDGING AND OCCASIONALLY BY THE USE OF STOPLOSSES - IF YOU BUY ANY STOCK YOU REALLY SHOULD FOCUS ON HOW IT FITS IN WITH THE REST OF YOUR PORTFOLIO AND KEEP RISK MANAGEMENT AT THE FOREFRONT OF EVERYTHING YOU DO. BE AWARE THAT ALL INVESTORS/TRADERS GET THINGS WRONG AND MANY STOCK SELECTIONS WILL WORK OUT BADLY.

You have probably noticed that this is Part 2 of the Blogs – if you have not read Part 1 yet you can find it here:
​
http://wheeliedealer.weebly.com/educational-blogs/stock-idea-hotel-chocolat-hotc-part-1

Read More
0 Comments

Stock Idea – Hotel Chocolat HOTC – Part 1

7/6/2019

4 Comments

 
Tweet
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 WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY. I HAVE A LARGE PORTFOLIO AND I USE DIVERSIFICATION TO SPREAD RISK ALONG WITH TRICKS LIKE HEDGING AND OCCASIONALLY BY THE USE OF STOPLOSSES - IF YOU BUY ANY STOCK YOU REALLY SHOULD FOCUS ON HOW IT FITS IN WITH THE REST OF YOUR PORTFOLIO AND KEEP RISK MANAGEMENT AT THE FOREFRONT OF EVERYTHING YOU DO. BE AWARE THAT ALL INVESTORS/TRADERS GET THINGS WRONG AND MANY STOCK SELECTIONS WILL WORK OUT BADLY

This is Part 1 of what might be 2 Blogs or it might be 3 !! Hopefully this will give Readers a good insight into what HOTC does and some important information like details about Directors, Strategy and the Risks that I have identified. In the next Part I intend to cover the Valuation aspects and suchlike which should complete the picture. Please note this is only touching on the information that is available and I suggest that Readers have a good look around the Company Website and also the latest Report & Accounts is worth reading.

At the time of publishing Part 1 I do not have a Position in HOTC and there are no guarantees I will buy any Shares but it is certainly something that I think has excellent Long-term potential.

There are plenty of images within this document so please click on them if you wish to see more details and in theory they should get bigger.

Enjoy……..

Read More
4 Comments

What I look for when reading a Results Statement - Part 2 of 3

18/4/2019

0 Comments

 
Tweet
If you have not had the dubious pleasure of reading the first part of this Blog Series, then you should be able to locate it at the following Link:

http://wheeliedealer.weebly.com/educational-blogs/what-i-look-for-when-reading-a-results-statement-part-1-of-3

Financial Strength
Debt and Cash are arguably the most important Numbers you can find in the Headlines - and you would be amazed how often the Debt Number is conveniently not included. I have even had Results Statements in recent Days where I have found no mention of the Debt level in the first few bits of the Results Update and I have had to scroll and scroll and scroll right down to the actual ‘Financial Review’ bit to find any mention of Debt - and of course you can be 100% certain that if I have had to do this then the Debt Mountain is chunky and the Debt has probably increased (if the Debt had improved, you can guarantee they would be bragging about it up front !!).



Read More
0 Comments

Chat with Graham Whitworth of FireAngel FA. at Mello London

30/11/2018

1 Comment

 
Tweet
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 WEBSITE. IF YOU COPY MY TRADES, YOU WILL PROBABLY LOSE MONEY. I HAVE A LARGE PORTFOLIO AND I USE DIVERSIFICATION TO SPREAD RISK ALONG WITH TRICKS LIKE HEDGING AND OCCASIONALLY BY THE USE OF STOPLOSSES - IF YOU BUY ANY STOCK YOU REALLY SHOULD FOCUS ON HOW IT FITS IN YOUR PORTFOLIO AND KEEP RISK MANAGEMENT AT THE FOREFRONT OF EVERYTHING YOU DO. BE AWARE THAT ALL INVESTORS/TRADERS GET THINGS WRONG AND MANY STOCK SELECTIONS WILL WORK OUT BADLY.

I was going to Tweet out my thoughts about this but decided it might be better to just to do a small Blog on it and that way I could be more flowing in my scribbles and of course I can just Tweet out a Link anyway.

On Tuesday 27th November 2018 I was at the excellent Mello Investor Show in Chiswick for the Afternoon and into the Evening and although I spent pretty much all my time socialising with various Twitter Mates and some Investors who I had not met before, I did have an intention to speak with FireAngel to try and understand what was really going on and if there was any hope here.



Read More
1 Comment

‘Normal’ Portfolio Buy Checklist - ’Quality at a fair Price’ Buffett Stock

22/11/2018

0 Comments

 
Tweet
I realised that just one Checklist for the ‘WD40’ would not actually suit my needs - because I Invest in a range of Investment ‘Styles’ to ensure more Diversification. On this basis, I have decided to produce the following Checklists:
  • Buy Checklist for an Income Stock
  • Buy Checklist for a Growth Stock
  • Buy Checklist for a Value or Recovery Stock
  • Buy Checklist for a ‘Quality at a fair Price’ Buffett Stock.

This is the Final Checklist and you can find the other ones at these Links:


Read More
0 Comments

Nod to the Numbers - Weekend Chart Busting

1/7/2018

2 Comments

 
Tweet
What an unbelievable Heat Wave we are having - it’s just so nice being able to get out and about and enjoy it and having now finished my Compost Bin Project (it is such a relief to see the mess all straightened out after many Weeks) I am about to start on a New Project of tarting up my BMW Z3 which has got a few bits of dodgy Paint and I went to Halfords HFD last Week to pick up various essential items like Wet & Dry Paper, Primer, BMW Black Sapphire Metallic Topcoat, Lacquer and T-Cut Metallic etc. It must have caused a mini-boom in HFDs Revenues and Profits because I spent 50 Squids !!

Doing this kind of thing with Spray Paints out in the open air is really not easy and it is extremely difficult to get a decent Finish but I am not after ‘Concours’ condition and really it is more a case of doing a good enough job and the main driver is to stop Rust dead in its tracks and to keep the Car looking half-decent when looked at from a distance !!



Read More
2 Comments
<<Previous

    'Educational' WheelieBlogs

    Welcome to my Educational Blog Page - I have another 'Stocks & Markets' Blog Page which you can access via a Button on the top of the Homepage.

    I hope you find the Entries here thought provoking and valuable. There is a sizeable Archive starting to build - use the Filters below to take the full benefit. If you have just Landed on this Page, feel free to have a poke around at the rest of my Website (s)....WD

    Blog Index List  now sits on the WD2 Website - click the Button below:


    BLOG INDEX LIST

    Archives

    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    December 2019
    November 2019
    October 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    February 2018
    January 2018
    December 2017
    November 2017
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    December 2016
    November 2016
    October 2016
    September 2016
    August 2016
    July 2016
    June 2016
    May 2016
    April 2016
    March 2016
    February 2016
    January 2016
    December 2015
    November 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    April 2015
    March 2015
    February 2015
    January 2015
    December 2014
    November 2014
    October 2014

    Categories

    All
    Accounting
    Beginners
    Bonds
    Book Reviews
    Business Information
    Commodities
    Conference Reports
    Danger
    Events
    FOREX
    Fundamental Analysis
    Funds
    Getting Started With Stocks
    Guest Blogs
    Hedging
    Income Portfolios
    Information Sources
    Interviews
    Investment Strategy
    IPO
    Macroeconomics
    Manifesto For Making Money
    Market History
    Market Structure
    Non-Finance Books
    Peer 2 Peer Lending
    Politics
    Portfolio Management
    Psychology
    Retirement/Freedom
    Scores On The Doors
    Selling Rationale
    Short Term Trading
    Social Media
    Spreadbetting
    Stock Buy Rationale
    Stock Ideas
    Technical Analysis
    Templates
    Tools And Techniques
    Trades
    Trading Products
    WD Messages
    Week Ahead Indexes


    Please see the Full Range of Book Ideas in Wheelie's Bookshop.

Powered by Create your own unique website with customizable templates.
  • Home
  • Trades
  • Educational Blogs
  • Wheelie's Bookshop
  • M3 Manifesto
  • Portfolios
  • WheelieBin / WheelieWatchlist
  • Non-Finance Books
  • Beginners
  • Monthly Performance