Monthly Archives: March 2013

CPP – The falling knife

CPP – The falling knife

During my frequent browses of the RNS feeds from the London Stock Exchange, I came across a possible tender offer on CPP Group (LSE:CPP) at 1p per share. I remembered having looked at this company months ago and thought it would be worth digging out my old notes. What I found was quite interesting. Atread more

NASDAQ:EPAX Ambassadors Group

NASDAQ:EPAX Ambassadors Group

Ambassadors Group is an interesting company I’ve come across as an example of a competitive advantage and intangible barriers to entry that have failed to defend it from external forces and severe difficulties in its business. It could present an interesting investment opportunity in the future. Ambassadors Group organises educational travel programmes for young peopleread more

Portfolio updates – buys and sells

Portfolio updates – buys and sells

I have made / will be making a few changes to my portfolio: After contemplating my analysis of Apple (AAPL) a few days ago I have added it to my portfolio. I bought in at $451 per share. I have also had a change of heart regarding Walmart (WMT), given its looking fully valued atread more

NASDAQ:AAPL – Apple a value buy?

NASDAQ:AAPL – Apple a value buy?

For anyone that keeps track of the news Apple is surely on their radar. It has had high profile hedge fund managers going after its huge war chest and its share price performance has been dire. Many value investors have added it to their portfolio. Although I normally shy away from tech companies due toread more

Best ISA for foreign shares?

Best ISA for foreign shares?

There are plenty of guides around comparing the best ISAs, however none give much attention to foreign shares, which I think are important for a value investor. I have found a good option though.read more

Supermarket news

Supermarket news

I noticed a couple of interesting news stories in the last few days with relevance to my portfolio. Recently I posted about Morrisons buying a group of smaller retail stores in order to launch a convenience format. Well today they have just announced an entry into the online grocery market too. Is it too lateread more

A few stocks crossed off the list

A few stocks crossed off the list

Going back to the stock screen I did a while ago looking for companies with high returns on investment, I’ve been through a few more on the list and found some I can cross of my list of possible investments.read more

NASDAQ:OUTD Outdoor Channel Bought

NASDAQ:OUTD Outdoor Channel Bought

After first reading about OUTD on Whopper Investments I was intrigued at this opportunity. There has been an offer of $8.75 on the shares and I bought in at $8.80. There is a good upside potential here with only limited downside. I suggest reading Whopper’s posts on this for more information, I wont repeat it here.

NASDAQ:DECK A tough year for UGG

NASDAQ:DECK A tough year for UGG

It’s been a rough year for Deckers Outdoor, with profits down 35% due to soaring costs of sheepskin and a dire economic environment. Time to re-evaluate the company and see what its current value is and whether it still represents a sensible investment.read more

An ethical dilema

An ethical dilema

It’s rare I feel strongly about investments being ethical or not, but I’ve come across one which has given me conflicting thoughts.read more


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