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.

Posted in: Uncategorized

Is ASOS plc Overvalued?

June 14, 2011

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Taken from the company’s own website, ASOS plc describes itself as: ASOS is a global online fashion and beauty retailer and offers over 50,000 branded and own label product lines across womenswear, menswear, footwear, accessories, jewellery and beauty with approximately 1,500 new product lines being introduced each week. Aimed at fashion forward 16-34 year olds […]

Posted in: Investment Ideas

Chinese Property Developer Shui On Land Faces A Liquidity Squeeze

June 14, 2011

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As you may have seen from my Twitter feed yesterday, I learned that I didn’t get (yet another) job that I recently interviewed for.  However, the upside of this is I can now share the presentation that I made at the second round of the interview process.  I was asked to perform a credit analysis […]

Posted in: My Thoughts

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 […]

Posted in: Uncategorized

Reader Question: Should I Invest In Gold and Silver?

June 10, 2011

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After the sale of a property I now have some money to invest. I’m sceptical of advice given to me because I’m not that knowledgable & don’t want to lose it. I’m looking for something safe to beat inflation. Would gold/silver be a good way to invest? Thanks. Firstly, you should note that I’m not […]

Posted in: My Thoughts

The Power of Brands

June 8, 2011

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Yesterday, after what felt like a couple of hours of trying to scratch my eyeballs out of their sockets, I decided it would be sensible to make my annual purchase of anti-hayfever tablets.  Arriving at the local supermarket, I found a number of branded and unbranded products on sale.  The two leading branded products in […]

Posted in: My Thoughts

Robert Wiseman Dairies

June 7, 2011

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Well-done to all the readers who correctly identified the mystery company discussed earlier this week was indeed Robert Wiseman Dairies plc.  Unfortunately, no prizes are on offer, but with this post I do include a much more detailed analysis of the business. Robert Wiseman owns and operates seven major milk processing dairies in the United […]

Posted in: Investment Ideas