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TGISVP VIII – ISEQ Recap
Continued from here. I highlighted we’ve another 20 or so stock valuations to work through, but we’re now finished with all the ISEQ-listed Irish stocks. Whenever you consider Irish stock performance...
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Good Show, Chaps!
I’m way behind a couple of other bloggers on this..! Stockopedia sent me a free copy of their new book, ‘How to Make Money in Value Stocks’, and invited me to look at their new website upgrades. How...
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Hitting The Century (III)
Damn WordPress! If you viewed/received a similar Century (Part III) post (since deleted), please ignore it – it was just a draft & I’ve updated/revised figures across the board since. Not quite...
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TGISVP – What’s Interesting, What’s Not..?
In my last post, I was pleased to see TGISVP continue to deliver significant out-performance vs. the ISEQ benchmark. Early days yet: This could be blind luck, but hopefully it’s derived from a robust...
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Hitting The Century (V – Ireland)
Continued from here. OK, let’s take a look at my next investment allocation: Ireland (16%): So much for all my rabbiting on about home-bias, what a terrible job I’ve done here..! Ireland accounts for...
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TGISVP – Hot? Not?!
In my last post, I was delighted to see the TGISVP Alpha & Beta Portfolios continue to expand their level of out-performance vs. their ISEQ benchmark. Particularly pleasing was the sight of my...
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Heading Into 2013…
There was a gratifyingly large surge of page views yesterday checking in on my 2012 Portfolio Performance! I’m suitably humbled by the attention – gulp, makes me wonder what challenges 2013 will throw...
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Irish Shares 2012 – The Good & The Bad
I’m just finalizing my review of The Great Irish Share Valuation Project (TGISVP) for 2012. My end-Q3 review is here & here for reference (and this post’s relevant also – it may even offer some...
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2013 – The Great Irish Share Valuation Project (Part II)
Continued from here. Why don’t we just jump into the next (er, smaller!) batch of TGISVP stocks: Company: Ormonde Mining Prior Post: Here Ticker: ORM:LN Price: GBP 7.25p ORM message boarders...
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2013 – The Great Irish Share Valuation Project (Part X)
Continued from here. Company: Norish Prior Post: Here Ticker: NSH:LN Price: GBP 51.25p Last year, I pretty much tore Norish a new one..! Which was certainly well deserved: They own 8 UK...
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Total Produce – A Fresh Perspective
… Total Produce (TOT:ID, TOT:LN) was one of my very first blog write-ups, back in Nov-2011 at EUR 0.39. [And I've written about it a number of times since]. Less than two years later, we’ve enjoyed a...
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2014 – The Great Irish Share Valuation Project (Part III)
Continued from here: Company: Kerry Group Prior Post(s): 2012 & 2013 Ticker: KYG:ID Price: EUR 51.60 So, here I am again – eyeballing Kerry’s valuation, and searching for supporting...
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2016 – The Great Irish Share Valuation Project (Part II)
Continued from here: Company: First Derivatives (FDP:LN) Last TGISVP Post: Here Market Cap: GBP 494 Million Price: GBP 2,038p My last write-up was bang in the middle of a sickening price...
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