Recent content by Umart32

Thanks for the advfn link. International comparisons and currencies can always be tricky. My experience with filters is that you should only use them to screen or narrow a large universe down to a manageable range of possibilities, but that you have to do your own detailed fundamental work on...

Thanks for that. Both of these are in the portfolio and are currently being upgraded by the market. They seem to do well in falling markets. http://bizcovering.com/business/a-recession-proof-investment-sausage-maker-cranswick-plc/...

Thanks for sharelockholmes link. I've updated our comment on Cineworld. It seems like the brokers have caught up with our PT for Cineworld. Only 8% from fair value now. See fuller articles here: http://bizcovering.com/investing/recession-proof-cineworld-group-sees-good-news-in-3d/

Investing in cinemas has shown itself to be recession-proof in the past. Even the legendary Joe Kennedy made part of his fortune by investing in cinema chains. Although last week's interims were confused by 27 week comparatives vs. 26 weeks for H1 2010 and some exceptional provisions, we think...

I had the same discussions with my colleagues in early June. My opinion then was that US Politicians were ganging up on BP and that this would go on for some time. The litigation in the Exxon Valdez case lasted 20 years and this will be similiar. However, we are in new territory as to the...

Any more ideas?

Hi, how are you doing in these wonderfully tricky markets? I read Peter lynch's One Up on Wall Street. The principles are similar to Jim Slater's Zulu Principle as they are both using PEG ratios fro growth stocks. Slater likes to concentrate his portfolio. Lynch bought everything. Yes, I'm...

Hi Rory, I'd recommend Ben Graham's Intelligent Investor, Jim Slater's Zulu Principle, Peter Lynch's One Up On Wall Street, Malkiel's A Random Walk Down Wall Street. If you want to read about market psychology and bubbles then JK Galbraith's Crash of 29 and Charles McKay's The Madness of Crowds...

Hi C, Nice to see a Ben Graham fan here. Willing to share ideas anytime. Regards, Umart