Hitting The Century (III)

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Argo Group, Avangardco, dividend coverage, dividend yield, EIIB, Ex-Cash Ratios, FBD Holdings, Net LTV, P/E ratio, Petroneft Resources, portfolio allocation, portfolio performance, Price/Book, Price/Sales, TGISVP, Total Produce, Trinity Biotech, Wordpress

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 sure how WordPress managed to publish it for me..!

Right, continued from here. In my last post I promised: ‘OK, next I’ll take you through each of my investment allocations – and try to give a flavour of my thinking, and some underlying stocks/funds, in each instance‘. However, I’ve just completed a detailed quarter-end portfolio update/review, so let’s flip things ’round – perhaps you’d be interested in a timely look at some portfolio metrics¹, and we’ll return to investment allocations in my next post?

Yes, really? So you like the pretty panties, but you still want to know the damn cost..?! Sigh, value investors..! OK:

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Xmas List (I)

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books, CIA, MI-6, NSA, OWS, Ron Chernow, running, Wordpress

Thought I’d begin sharing with you a somewhat random selection of (mostly) books that I’d like to see under the tree for Xmas. Maybe I’ll even get a few if my better half gets around to reading my blog again..?! Some are new, some I just haven’t got around to buying/reading yet. I guess my value investing bias is showing here, I don’t think there’s a single hardback on the list – it ain’t published unless it’s in paperback!

Non Fiction:

‘The Coming Insurrection’ – The Invisible Committee:   This anarchist text identifies the imminent collapse of capitalist culture, and presents a call to arms for radical anti-capitalist protest. A real primer for the OWS folk – well, once they make it an iPhone app, I guess…

Pleased to Report!

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Cresud, MarketFolly, Seeking Alpha, Wordpress

I’m pleased to report I’ve just received a ‘gold star’ from Seeking Alpha!

How come I never got any of those as a kid? All I ever got was regular belts of the ruler… Hmm, who’s getting the most out of this – that SA logo’s pretty big!

Once I began this blog, my intention was to also contribute (at least for US listed stocks) and link my blog to Seeking Alpha. I thought a condensation of my recent Cresud (CRESY:US) posts (I don’t think they’re into Irish farmland commentary) would be a good place to start – here’s the article. It actually survived the SA editors relatively unscathed, although they dumped the new title I’d dreamed up: “Cresud – Pretty Pampas Play!“. Surely that’s the kind of title the meedjya love..?