The not-so Thrifty
In practice:
Not like the good old days
Sadly my plan to create a model portfolio of good companies at cheap prices, the Thrifty 30, by going back through the companies I’d profiled in the last year-or-so and including those that still fit the template, is snagged on the rusty nail of exuberance.
Since investors have enjoyed [...]
Semiconductors and sustenance for value investors
In practice:
Wolfson ‘Interesting’ Microelectronics
‘Interesting’ can be a euphemism for beguiling, and Wolfson Microelectronics (WLF) is certainly an interesting company.
Profits fell sharply in the year to December 28 2008 as demand for its audio chips collapsed. In its recent annual report, chairman Michael Ruettgers doesn’t know how bad things are going to get so he’s preparing [...]
Some of this week’s shares: Carluccio’s and DMGT
Two stocks in the buy-zone
Here’s part one*1 of this week’s lightning review of companies that have:
recently published their annual reports,
long, profitable records, and…
relatively low share prices in relation to those profits
Carluccio’s (CARL)
To get a flavour of Carluccio’s watch iBall, last June it took a playful look at the restaurant-cum-deli chain last June. Unfortunately for shareholders, [...]
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