Some recent bulletin board discussion has caught my eye and i’ve bought some Bowleven. They recently made a potentially significant discovery and the market barely reacted. I’m in and waiting for the share price to catch up.
Read MoreCAPD – Capital Drilling – Added
I forgot to post that i added to my CAPD position 2 days ago. Fortunately as the trading update i was pre-empting came out early – today! I read it as good and so did the market – up nearly 10% today. http://m.londonstockexchange.com/exchange/mobile/news/detail… The key points are: There was a slowdown towards end of yr, […]
Read MoreCyclically Adjusted Price / Earnings – CAPE
Here is a good article explaining CAPE. CAPE is basically a way of telling how reasonably priced the whole market is. At the top of a bubble CAPE will be high, and in a slump, low. If this was boiled down to one lesson it would mean to take caution when CAPE is high, be […]
Read MoreWanna buy a tenner for a fiver? SIGNET GLOBAL FIXED INCOME STRATEGIES – SIGG
I bought some SIGG on Friday after seeing a tweet about it. I’m writing this up quick so i’m vague on the details but go look for yourself. They are a closed fund that hasn’t done too well since it started several years ago. The share price has drifted and now stands a whole lot […]
Read MoreGKP purchase
I’ve added to my Gulf Keystone Petroleum position. Price is travelling upwards over the last few day and i dont see that stopping for now. A lot of short positions are open on this company so i think a bit of a short squeeze will mean the price keeps rising. I think a bit of […]
Read MoreProfiting from spin offs oppurtunity ala Joel Greenblatt. ALNT and CKSN
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 […]
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