Browsing All Posts filed under »Uncategorized«

Which UK Company Has The Most Impenetrable Financial Statements?

April 16, 2012

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OK, I don’t have the answer to this question at the moment, but I’m seeking the feedback of readers in order to identify the UK listed companies with the most horrific-looking financial statements. I don’t just mean high leverage, but the full works: related party transactions, operating & capital leases, unlisted joint ventures and associates, […]

Recommended Reading (21st July 2011)

July 21, 2011

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Domino’s delivers on bid talk and growth hopes (Independent).  Talk of a 600p/share offer from private equity versus the current 453p/share price.  Question: Why buy Domino’s Pizza UK  Ireland plc at a trailing P/E ratio of 30.5x when you can buy the ultimate franchise-holder Domino’s Pizza Inc for a trailing P/E ratio of 17.5x?  I’ve […]

Back Next Week

June 24, 2011

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Apologies about the recent lack of posts – I’ve been otherwise engaged.  CautiousBull should be back in action later next week.  In the meantime, you can follow me on Twitter or subscribe to the RSS feed to get new posts as soon as they’re ready.

10 Reasons to Be Bullish on the US Economy

June 10, 2011

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The last few weeks have seen equities sell-off sharply, with the S&P 500 index declining by 7% from its peak at the end of April, wiping-out almost all of the gains previously achieved during 2011.  This sell-off has accelerated following the release of two negative macroeconomic data-points: (1) the ISM manufacturing PMI, which came in […]

JP Morgan’s Favourite European Mid-Cap Equity Ideas

May 17, 2011

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Given that the bulk of my equity investments are in US-listed companies, I’ve become a little conscious that I might be neglecting good investment ideas in companies that operate a little closer to home.  So, in order to start the process of looking for new ideas in Europe, I’ve got my hands on a copy […]

A Warning Signal From Retail Investors?

May 16, 2011

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Hargreaves Lansdown, the retail broker that handles my ISA and SIPP accounts provides on its website a regular breakdown of the most popular trades by its customers, which can be viewed by following the link here.  I include below a table showing the current breakdown of the most popular buy transactions by value. The chart […]

Domino’s Pizza Inc Update

May 15, 2011

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Regular readers will be aware that shares in Domino’s Pizza Inc (NYSE:DPZ) is one of my key equity holdings, and I have previously written bullish posts on the company here and here.  Since I invested in late December 2010, the DPZ share price has increased from $16 to $23.53, a return of 47% in a […]