Stock analysis and other stuff

Wednesday, 26 September 2012

Experian (EXPN) ... I remain short

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I remain short of Experian. For a fuller list of reasons I refer to my previous EXPN post . One of my reasons to sell was the group’s...
Thursday, 20 September 2012

CO-OP 08/49 ... good to call?

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I bought some of the Co-op’s BB+ rated perpetual bonds. They were/are priced at 76.5p/shr and pay a coupon of 5.5555p/shr (7.3% yield) until...
Wednesday, 19 September 2012

Sportingbet (SBT) ... GENTs first?

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I have a long position in Sportingbet (SBT, mkt cap £300m). I am long because I reckon it to be a good business, in a growing market, ripe ...
Monday, 17 September 2012

Rio Tinto (RIO) ... trousering some calls

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Whereas the ECB just jawbones, the FED gets on with it. So this latest wodge of USD has to find a home. The usual port of call is in commod...
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