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My New Investment Philosophy Part V

This post is a follow on from the My New Investment Philosophy, My New Investment Philosophy Part II, My New Investment Philosophy Part III and My New Investment Philosophy Part IV posts I wrote last week and earlier this week. So with our returned set of companies in hand (matching all of our carefully selected criteria), it's time to get our hands dirty with some company specifics. Like a kid in a candy shop I don't start at the top of the list, rather race towards a company whose broad overview or industry I like the sound of. I mean, who doesn't...

My New Investment Philosophy – Part IV

This post is a follow on from the My New Investment Philosophy, My New Investment Philosophy Part II and My New Investment Philosophy Part III posts I wrote last week and earlier this week. Let's dive straight back into the criteria. Criterion Number 6 - Debt to Equity < 1 Pretty much what is says on the tin, this one. It's a comparison of a company's debt levels to its equity levels. A number in excess of one, and the company has more debt than equity and vice versa for a number less than one. Unchecked, debt's a budding investor killer - one that...

My New Investment Philosophy – Part III

This post is a follow on from the My New Investment Philosophy and My New Investment Philosophy Part II posts I wrote last week. So without delay, on to the criteria: Criterion Number 1 - Market Cap > £9M and < £900M Basically I'm looking for companies not too small to be flying well below the radar of your average investor. Minnows often quote outrageous spreads and have thinly traded markets that tend to drift south on infrequent news. That's not to say there's no money to be made from companies with a minuscule market cap, just that they're not the type of...

My New Investment Philosophy – Part II

This post is a follow on from the My New Investment Philosophy post I wrote earlier this week. As I alluded to then, my stock screening process would evolve over time. Well, with a little more reading under my belt since writing that post, the eight selection criteria I had chosen have crept up to eleven. I've tweaked a few of the numbers involved too. But that's the beauty of defining your own system, you can change things around, fiddle with the numbers and see what comes out the other end. If you don't like the results, try try again. At...

My New Investment Philosophy Part I

Spurred on by some drops in portfolio value that wouldn't have looked out of place on Wall Street circa 1929, a couple of months ago I took myself back to investment school. I needed to reinvent myself as a more astute investor. For too long I've taken too many risks, gambled too much of a shrinking portfolio on speculative buys. I realised I needed to pay more attention to profitability, cash flow, liquidity and debt levels and less attention to the spin and hype of fast-talking CEOs and the PR companies they employ. I needed re-tooling. So I scanned my bookshelves and...

Personal Share Portfolio Tracker

Share Portfolio Tracker, Equity Portfolio Widget, Stock Market Price Gadget, Share Market Portfolio Plugin? After days of painstaking struggle I still haven't come up with a cool name for the code I've written. I know what it does though! It allows our readers to track their own portfolios on their own websites and it looks a little like what we've got going on over there to the right. Basically, you fill in a form online with a few details about which shares you have in your portfolio (or shares that you'd like to track), hit a button and viola, your personalised code...

Euro Stock Widget – Keeping Track on the Mac

First off, let me apologise to all the PC users out there, this post is all about a little piece of software for the Mac known as the Euro Stock Widget. It's a simple little dashboard widget that allows you to keep track of your portfolio. It uses the freely available Yahoo financial data (as we do for our data at Investor Trader) so keep in mind,  prices are delayed by at least 15 minutes. The beauty of this little application is that I brings together in one place any data that can be garnered from Yahoo. I use my Euro Stock...