It was a hot day on 23 July when I more than doubled the Share Sleuth portfolio’s holding in Solid State (SOLI) taking it from 1,070 shares, or 3 per cent of the portfolio’s total value, to 2,400 shares (6 per cent). I know it was hot that day, because every day in July was hot, but I don’t think my decision was influenced by the furnace inside my office. I followed the same measured process I have followed for every other trade in the portfolio for years now.
This month I have no trade to report, because I am happy with the portfolio’s shape, and, as you will notice if you read the Share Watch column (see page 76), my quest to find new investments that might be better than those I have already picked has drawn a blank.
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.
The portfolio needs some rebalancing, having been bent out of shape by the roaring bull market.
When shareholders wave through share option remuneration packages, executives can cash in without doing the solid work needed.
Growth through acquisition is always risky, and XP’s purchase of Comdel is no exception to that rule.
One company in the Share Sleuth portfolio has performed unexpectedly well in recent months and one surprisingly badly.