alt-mcarter.blogspot.com
Mark Carter: Operating Profit Margin deciles
http://alt-mcarter.blogspot.com/2012/02/operating-profit-margin-deciles.html
Tuesday, February 21, 2012. Operating Profit Margin deciles. I've dug through Sharelock, and obtained operating profit margins for companies having a market cap of at least £200m. Here are the deciles:. I have excluded companies that do not have OPMs. These are mostly financials. Subscribe to: Post Comments (Atom). Mr Market smells a rat. Top of the Pops. Operating Profit Margin deciles. CPP - shares suspended. Thoughts on Defensive Strategies. Thomas Cook - still a mess. DTG - Dart Group. I feel so dirty.
alt-mcarter.blogspot.com
Mark Carter: Top of the Pops
http://alt-mcarter.blogspot.com/2012/02/top-of-pops.html
Tuesday, February 21, 2012. Top of the Pops. Oh, that's neat. Over on Stockopedia has actually made it to a year. The thing that makes me really proud is that it's the top-performing fund over the year. It returned 13.28%, against the FTSE350 of -2.41%. A nice little outperformance. AFAIK, spreads and dealing fees are factored into the performance - although I have no control over how that is calculated. No share has been sold at a loss. I only wish my real-life portfolio performed that well. The portfol...
alt-mcarter.blogspot.com
Mark Carter: Sector relative strength
http://alt-mcarter.blogspot.com/2012/02/sector-relative-strength.html
Sunday, February 5, 2012. Following on from my previous post, the relative strengths of sectors for 1 month compared to the Footsie are as follows:. ALTERNATIVE ENERGY 2 -15.93. FOOD AND DRUG RETAIL 8 -6.13. MOBILE TELECOMMUNICA 4 -5.39. HEALTH CARE EQUIPMEN 6 -5.22. TOBACCO 2 -5.07. INDUSTRIAL METALS AN 5 -3.17. GAS - WATER AND MULT 6 -3.00. ELECTRICITY 6 -2.95. EQUITY INVESTMENT IN 5 -2.88. PHARMACEUTICALS AND 12 -0.38. AEROSPACE AND DEFENC 9 0.17. REAL ESTATE INVESTME 26 0.44. LEISURE GOODS 2 1.50.
alt-mcarter.blogspot.com
Mark Carter: Mr Market smells a rat
http://alt-mcarter.blogspot.com/2012/02/mr-market-smells-rat.html
Thursday, February 23, 2012. Mr Market smells a rat. There is an interesting comment. On Paulypilot's pub regarding EROS (Eros International) - a worldwide distributor of Indian films.It was entered as part of the NFSC competition. Earnings are expected to grow at double-digit rates over the next couple of years, and it trades on a PER of only 7. CantEatValue responds as follows:. The story looks good, the profits look good and the potential looks even better. It has a market cap of £272m, so it's h...
alt-mcarter.blogspot.com
Mark Carter: TALK - TalkTalk
http://alt-mcarter.blogspot.com/2012/02/talk-talktalk.html
Tuesday, February 7, 2012. Much-maligned (and for good reason) fixed line telecom operator TALK.L (TalkTalk) is up 9% in early morning trading on positive IMS. They have raised guidance on EPS and EBITDA for the full year, and their cost savings are doing well, and their YouView launch is on track. The IMS states that it has continued to make significant improvements to customer experience, although my general perception is that TALK is patchy in that respect. It's a bit on-again and off-again. Director ...
alt-mcarter.blogspot.com
Mark Carter: DTG - Dart Group
http://alt-mcarter.blogspot.com/2012/02/dtg-dart-group.html
Monday, February 6, 2012. DTG - Dart Group. DTG has been on a lot of value investors radars, including kelpiecapital. Good find, guys. Did I miss anyone? Anyway, their write-ups are excellent, so I state things briefly:. Dart Group PLC is an aviation services and distribution company. It operates budget aviation services throughout Europe with Jet2, and is one of the largest distributors of fresh and chilled produce to wholesale and supermarkets. DTG has been zooming along during the last week. It's ...
alt-mcarter.blogspot.com
Mark Carter: February 2012
http://alt-mcarter.blogspot.com/2012_02_01_archive.html
Sunday, February 26, 2012. Google's Blogger is giving me bother. My blogging fun is continued here . MY NEW WORDPRESS BLOG. Links to this post. Saturday, February 25, 2012. Links to this post. Thursday, February 23, 2012. Mr Market smells a rat. There is an interesting comment. CantEatValue responds as follows:. The story looks good, the profits look good and the potential looks even better. He elaborates, but you already get the idea where this going. What I notice is: less than a decade listing, it's I...
alt-mcarter.blogspot.com
Mark Carter: I feel so dirty
http://alt-mcarter.blogspot.com/2012/02/i-feel-so-dirty.html
Friday, February 3, 2012. I feel so dirty. So, how's my little paper experiment with short-term trading working out, then? Not so bad, as it happens. A little rundown . TSCO - Tesco - which I also hold in real life at 327p, is down a little bit at 321p, but I'm pretty confident on this one. If it's good enough for Buffett. Looks like patience is required. It still looks cheap on a historic basis,. CRND - Central Rand Gold - junior gold miner which fell to about 0.2p in October 2011, since recovered t...
alt-mcarter.blogspot.com
Mark Carter: Watchlists
http://alt-mcarter.blogspot.com/2012/02/watchlists.html
Wednesday, February 22, 2012. Stockopedia has a recent article. I'm developing my own bit of software that looks at price levels of a company I am interested, and flags up the cheap and the expensive. I'm also starting to use ADVN a lot more. They have an excellent price alerts. I think that a watchlist also adds another important dimension: maintaining discipline. It is too easy to become carried away with one's own ideas, and rush to invest. A watchlist helps maintain an air of detachment.
alt-mcarter.blogspot.com
Mark Carter: Test
http://alt-mcarter.blogspot.com/p/test.html
This is just a test page. Apparently, I only get 10 of them. Subscribe to: Posts (Atom). Mr Market smells a rat. Top of the Pops. Operating Profit Margin deciles. CPP - shares suspended. Thoughts on Defensive Strategies. Thomas Cook - still a mess. DTG - Dart Group. I feel so dirty. Wiegley accounts linux command line ledger linux.
