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Step forward… The real Thrifty 30

In practice:
I name this portfolio…
Regular readers will be familiar with my Thrifty 30 portfolios. They are portfolios of thirty shares in financially strong companies at cheap prices. I first tried it on this blog, then I had a go for Money Observer [pdf]. Up to now, though, I have not maintained a Thrifty 30 portfolio. [...]

OPD (again)

In practice:
Signs of overconfidence warn me off
Sorry about the absence of a post yesterday. OPD (OPD) waylaid me. It’s funny how it’s the shares you decide against that take the longest to appraise.
I wrote about the recruiter last week. It fits my pattern. The shares are dirt cheap. The 10 year price earnings ratio is [...]

OPD: A classic boom and bust share

In practice:
Another cheap recruitment company

The fortunes of recruitment companies depend on the fortunes of the economy, but OPD (OPD) looks like a boom and bust share par excellence. Founded by its current chairman and biggest shareholder, Peter Hearn, in the teeth of recession in the early 1990’s, its share price chart booms and crashes with the [...]