Articles: February 2012

There is a fair bit of interest in the site from people in Cork. So if anyone is interested in a small cap workshop please mail me at marketswings@yahoo.ie and if I get sufficient numbers I will organise one. Costs …

You know that you are a real investor once you are able to work your way through an unknown index. Imagine if someone handed you a list of all the companies on the Tokyo stock exchange ( with the reports …

Please enjoy the free blog below ( posts are updated frequently ). Also please see my services on the About Me page including the fabulous newsletter which only costs €50 for the first year. That is surely a great value proposition! …

I spend this evening trawling through a few more funds in order to ascertain that my write up about a fund in the February newsletter was correct. Happily I rechecked all the vital statistics and the share is severely undervalued. …

So here I am sitting on some cash and sifting through the indices. It’s pretty laborious work but I want to make money for myself as well as my newsletter subscribers so I want to know that I did my …

Usually I invest in companies where the share price trades at a large discount to fair value. I then wait until the share price reaches, or nearly reaches, fair value before I sell. This technique either brings profits quickly or …

Please enjoy the free blog below ( posts are updated frequently ). Also please see my services on the About Me page including the fabulous newsletter. Marcel

One of my investment tenents is to invest in companies that you can understand. This way when adverse conditions hit the company’s sector, or indeed just the company itself, then the investor can work out whether to keep his share …

The March edition of the Market Swings newsletter will feature a short interview with Tim McCutcheon, CEO of Ovoca Gold, as well as rearranging the balance sheet to calculate true ROCE as well as the usual features.

I’d like to wax a little lyrical on holding private companies in a portfolio. As a small cap value investor it’s mostly impossible to know how or when value will be extracted. Personally I have found that either value comes …