I’ve just finished the chapter in Joel Greenblatts book on Spin-offs and how the canny private investor can profit from them. I did a quick google for ”spin off lse” today and noticed the Cookson group has very recently split into two new companies – Vesuvius and Alent. One is to do with steel, the other ceramics/chemicals […]
Read MoreMonth: December 2012
Who’d have thought beer might prove a ‘less bad’ investment
This made me chuckle, which from below would prove a most profitable investment since a year and a half ago: Delta Airlines AIG insurance company Lehman Brothers Northern Rock Buying and drinking beer Lessons in Investing
Read MoreReview of recent trades
I’ve been busy starting a new job recently so not had time to blog often but I wanted to do a little round up of recent trades as I’ve been quite successful J I bought more PVCS as outlined previously. These have seen a decent little rise but im holding tight as I expect more […]
Read MoreA good day!
Not often i see this, just the one share letting me down today 🙂 CORRECTION: Carpetright is a short so not so good there – anyway, 7/9 is good enough for me. http://share-bear.co.uk/wp-content/uploads/2012/12/day-change-happy.png
Read MoreDetailed summary of PV Crystalox Solar PVCS – Reiterate BUY
Ok, for those that haven’t heard of PV Crystalox (PVCS) already, here is my summary and the reasons I am invested. I read it as a great opportunity to double your money in 6-9 months. BRIEF summary: Cash rich company preparing radical restructure and cash return to shareholders 2Q2013. All figures in Euros. Background: They […]
Read MoreCapital Drilling – CAPD – BUY
I’ve bought some capital drilling this morning after Centamin CEY suspended operatinos in Egypt. CAPD do provide services to CEY but they also have many other customers. The drop of 40% seems well overdone. Admittedly this is only a quick glance but the company seems profitable, has varied customers and i expect some sot of […]
Read More