Probably the most influential book I have ever read about investing was One Up on Wall Street, first published in 1988. The author was Peter Lynch, who achieved fame and fortune managing the Fidelity Magellan fund in the 1980s. Lynch worked for one of America’s pre-eminent fund management companies. He was a pro through and through, but he was also an enthusiast, a stockpicker who loved nothing more than to figure out companies.
There are challenges ahead, but Richard Beddard thinks Judges Scientific should prosper over the long term.
Why I have decided against adding to the holding in building materials manufacturer Alumasc, despite its profitability.
Richard Beddard thinks customers of his favourite share may have gorged themselves and as a result profits could stall.
Richard Beddard reports on his decision to buy more shares in defence technology company Cohort for the first time in five years.
Richard Beddard identifies a shortlist of resilient, adaptable, profitable and fairly run firms whose shares are relatively inexpensive.
The portfolio needs some rebalancing, having been bent out of shape by the roaring bull market.
Despite the higher costs of imported raw materials, Alumasc reported double-digit revenue and profit growth in 2017.
When shareholders wave through share option remuneration packages, executives can cash in without doing the solid work needed.
Richard Beddardtrawls through annual corporate results for candidates for his Watchlist and the Share Sleuth portfolio.