Some interesting reads for the weekend:
The Amateurs
Edinburgh IT
DIY Investor looks at Edinburgh IT’s annual report.
Grabbing Profits
DIY Income Investor builds up his ammunition.
Clorox
Dividend Mantra cleans up his portfolio.
The Professionals
Hugh Hendry
Hendry’s Eclectica Fund is having a real shocker this year. Everyone has the occasional bad year but hopefully his luck will turn soon–for him and his investors. Hendry’s upbraiding of eminent economists was one of the high points of the Financial Crisis.
James Bartholomew
A private investor, who writes in the Telegraph, ventures into Chinese residential property.
Mark Barnett
More on the ongoing post-Woodford evolution in the Edinburgh IT portfolio.
The Pundits
IBM
Excellent piece on (not quite so) Big Blue and its Buffett-tempting characteristics
China Crisis?
Gary Shilling, the very long-time bond bull, recommends how to invest for a China crisis (if investing based on macro predictions is your thing). Interesting difference of opinion here with James Bartholomew above; but it takes different opinions to make a market.
Malcom Glazer
An old but interesting profile of the acquisitive leprechaun who took over Manchester United.