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Crumbs From Terry’s Table in the Age of Pestilence

Terry Smith is arguably the most successful British fund manager of the last ten years. Although the current bear market may well have more twists and turns to come, so far his straightforward philosophy (buy good companies, don’t overpay, do nothing) is proving that it works in tough times, as well as the good ones. […]

Bob Farrell’s Ten Market Rules to Remember

In a bear market, perspective is key. With that in mind, I have always found Bob Farrell’s 10 Market Rules to Remember (by way of David Rosenberg) very useful: Markets tend to return to the mean over time Excesses in one direction lead to an opposite excess in the other There are no new eras […]

BACIT: TD Waterhouse Not Supporting the Cash Dividend

A few months ago I posted about BACIT (Battle Against Cancer Investment Trust) and suggested that I was considering buying shares in it. Well I did buy those shares and so was pleased when they recently announced that a dividend equivalent to 2.10p would be paid on 19 August. Unfortunately, I was not so pleased […]