Forever Investor - Buy and hold, hopefully forever...

Fund Managers and the Royal “We”

- June 6, 2014April 18, 2020 - FI comment

[caption id="attachment_1088" align="alignleft" width="150"] By: Michael Gwyther-Jones[/caption] We believe that the crisis is over in Europe and that the direction of travel from here is definitely for an improvement. -- Fund Manager A If I…

Portfolio Management

Bear Essentials

- June 4, 2014April 18, 2020 - FI 2 Comments

[caption id="attachment_1050" align="alignright" width="150"] By: USFS Region 5[/caption] Bear markets are not fun. Typically, one of these beasts is defined as a decline of 20% or more. While hard-wired positive thinkers and cold-blooded businessmen view them purely as buying opportunities,…

Portfolio Management

Portfolio Update: May

- June 2, 2014April 18, 2020 - FI 2 Comments

[caption id="attachment_1034" align="alignleft" width="150"] By: peddhapati[/caption] A third consecutive positive month brought a return of 1.7% for the portfolio. Sadly, it must be statistically likely that June will see the end of this little purple patch,…

General

Weekend Reading

- May 30, 2014April 18, 2020 - FI comment

[caption id="attachment_995" align="alignright" width="150"] By: Nana B Agyei[/caption] 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…

Valuation

Key Ratios: Price to Earnings Ratio (cont.)

- May 30, 2014April 18, 2020 - FI comment

[caption id="attachment_1002" align="alignleft" width="150"] By: Simon Cunningham[/caption] In my last post I had a look at the basic P/E ratio, but there are a couple of variations and an anomaly that are also worth being aware of.…

Valuation

Key Ratios: the Price to Earnings Ratio

- May 28, 2014April 18, 2020 - FI comment

[caption id="attachment_961" align="alignright" width="150"] By: Simon Cunningham[/caption] Reading about JP Morgan and trying to think about its tangible book value was a murky old business, and it made me think that it might be worthwhile to…

General

What Price Principle?

- May 26, 2014April 18, 2020 - FI comment

[caption id="attachment_952" align="alignleft" width="150"] By: Episcopal Diocese[/caption] Church of England fears £9m loss from sale of Wonga stake Sadly it seems to be £9m for the Church of England, which sounds a lot, or, to put…

General

Weekend Reading

- May 24, 2014April 18, 2020 - FI comment

Something to read as you enjoy a light breakfast... [caption id="attachment_937" align="alignright" width="150"] By: Magnus D[/caption] The Amateurs Booker Group Booker is already paying dividends for DIY Investor. Balfour Beatty DIY Income Investor also goes…

Stocks

AstraZeneca: is Elliott Associates preparing to enter the…

- May 23, 2014April 18, 2020 - FI comment

[caption id="attachment_928" align="alignleft" width="150"] By: David Goehring[/caption] The Pfizer/AstraZeneca story might be just about to get even more interesting if this suggestion that Elliott Associates has been building a stake is accurate. Elliott Associates, for those…

Stocks

JP Morgan Chase & Co.

- May 22, 2014April 18, 2020 - FI comment

[caption id="attachment_885" align="alignright" width="150"] By: Gideon Benari[/caption] Overview JP Morgan Chase is a multinational banking and financial services holding company. It is the largest bank in the US and has $2.4 trillion in assets. JPM…