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.
Growth through acquisition is always risky, and XP’s purchase of Comdel is no exception to that rule.
The softening of the market for plush residences in the UK has hit Colefax’s profits.
One company in the Share Sleuth portfolio has performed unexpectedly well in recent months and one surprisingly badly.
Richard Beddard outlines the reasoning behind his share sales that, in the absence of portfolio cash, funded his Howden's purchase.