Share Sleuth

Watchlists for an uncertain investor

By Richard Beddard | Thu, 17/01/2013 - 09:48

My 72nd, or perhaps my 73rd attempt at a watchlist failed earlier in the week. It died because it was over ambitious and because it was not ambitious enough.

Valuation is a victim of Johnson Service's success

By Richard Beddard | Fri, 11/01/2013 - 14:42

Share Sleuth portfolio member Johnson Services' forthcoming results may confirm the company is sustaining its recovery, but the valuation has fallen victim to that success.

Diary of an uncertain investor

By Richard Beddard | Thu, 10/01/2013 - 07:27

It's the end of the first working week of the New Year, the perfect time to launch a weekly diary column in which I intend to share with you insights from my work as an investor who writes about investing.

Holders Technology: another illusory bargain

By Richard Beddard | Wed, 09/01/2013 - 10:45

Holders Technology joins my growing list of illusory bargains, turnarounds that don't turnaround and cheap companies that keep getting cheaper.

Lights dim at FW Thorpe

By Richard Beddard | Tue, 08/01/2013 - 17:52

Lighting system manufacturer, FW Thorpe has grown steadily in recent years, but that growth is likely to moderate according to its chairman and co-chief executive.

Bargain hunter Cambria Automobiles is a bargain

By Richard Beddard | Mon, 07/01/2013 - 13:40

Cambria Automobiles ought to appeal to value investors. It has a value-conscious strategy, and the shares look cheap.

Translation threat for RWS

By Richard Beddard | Fri, 04/01/2013 - 09:39

Highly profitable patent translation service RWS faces a significant threat in the European Union Patent. Investors may be too busy basking in past glory to recognise it.

Domino stumbles for first time

By Richard Beddard | Thu, 03/01/2013 - 11:38

Maybe it's the awards curse. In 2011 Domino Printing Sciences was voted company of the year. Twenty-twelve's full-year results reveal a marginal decline in turnover ending its 33 year record of unbroken growth, a record that had stood since the company was formed in 1978.

Greetings

By Richard Beddard | Fri, 21/12/2012 - 15:54

It's nearly Christmas, and I wish you all the best, with a special cheer for my friends on Twitter, those I follow, and those who follow me, the bloggers on the list in the right hand margin of this page, and investors who've commented or corresponded in 2012. Thanks for the laughs, the insights and for reading.

A Christmas cracker with a modest bang

By Richard Beddard | Fri, 21/12/2012 - 10:40

By the end of 2012, International Greetings will have manufactured 65 million Christmas crackers. I preferred it when it boasted of how much gift wrap it manufactured. Then I could calculate how many times its annual production would wrap around the Earth. Mind you, if a cracker has an 81 decibel bang, just imagine how loud 65 million would be.

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