Reflecting on those Burberry numbers #BRBY

Graham Neary- May 23, 2019 0

Recent travel commitments, followed by a brief (and thankfully non-fatal) illness, have left me behind in terms of covering some of my portfolio holdings here. One of the stocks I particularly want to catch up on is Burberry, which released preliminary results last week (latest share price £17.76p, market cap ... Read More

Intu feels the pain of ongoing retail turmoil #INTU

Graham Neary- May 3, 2019 3

Many things seem obvious in hindsight and the underperformance of shopping centre owner Intu's shares is one of those things (latest share price 92.5p, market cap £1,253 million). These shares almost reached a high of £10 prior to the financial crisis. They reached a low of £2 during the subsequent ... Read More

888 teases shareholders with the prospect of big buybacks

Graham Neary- Apr 8, 2019 2

One of the holdings in my portfolio which I'm currently feeling most optimistic about is 888 (latest share price 162p, market cap £595 million  or $777 million). Like too many of my holdings (IGG, BATS, etc.), it has been on the rough end of regulatory change in recent years. This ... Read More


April Fools – Can we learn from the worst performing stocks in April 2019?

Tony Boden- May 16, 2019 3

The Prologue There is a school of thought, for which I have a lot of time, that the easiest way to consistently achieve market beating returns is cut out or reduce the investment ‘errors’ rather than stress over finding the stellar performers. Certainly finding those stellar performers (there are a ... Read More

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