Articles: August 2012
Titon Holdings PLC ( TON )
Excerpt from an Email I had send out last night: This morning ( Wednesday ) I purchased shares in Titon Holdings Plc ( TON.L ) which is a UK ventilation company trading on a net net basis. Being a net net …
Debt Free and a 10%+ Dividend
The upcoming Market-Swings newsletter will cover a company which is profitable, is debt free, trades below net cash and boasts a 10%+ dividend. This is not your typical AIM company rather it is found on an overseas bourse. The technical …
Cork Chamber Members
Dear Member, You are probably here via the Chamber Link magazine ( I am photographed on page 16 – top right, with the glasses ) which was posted out today. If you send me a quick Email, at Marcel@Market-Swings.com, I …
Wilbur Ross on Bank of Ireland
http://www.gurufocus.com/news/188027/fbn-interview-with-billionaire-investor-wilbur-ross
Hot Stock Reporting Interim Results Tomorrow
Market-Swings newsletter subscribers were notified today about a hot stock that is releasing its interim results tomorrow morning. The stock boasts net cash of over £25 against a market capitalisation of just £32m. H2 should see a lot more business …
Warren Buffett’s thoughts on Gold
Warren Buffett has been receiving his share of grief recently for saying that gold does not constitute a sound investment. What will happen to the price of gold over the next year I am not sure ( no one is really …
Abatix (ABIX) – an American Net-Net
Abatix is a net-net stock that I found in the Walker’s Manual of Penny Stocks. The manual was bought to my attention by Nate Tobik of the aptly named blog Oddball Stocks. Readers of Geoff Gannon and Whopper Investments …
The Cash Flow of Titon Holdings
I always like reading Nate Tobik’s blog Oddball Stocks. Recently Nate talked about Titon Holdings, a London listed stock, and its cash flow. Follow this link to see the post: http://www.oddballstocks.com/2012/08/rethinking-titon-holdings.html First of all I agree with Nate’s rule of …
Berkshire’s cash pile balloons to $40bn
Berkshire’s cash pile balloons to $40bn FT By Dan McCrum in New York 4 August 2012 Berkshire Hathaway, the confectionery to cargo train conglomerate controlled by Warren Buffett, said its cash pile had grown 9 per cent to $40.7bn since …
Is the market trading at fair value ?
As a value investor I don’t really watch the levels of world equity markets. I find it best to concentrate on finding super value. Obviously as equity markets rise value stock bargains become more difficult to find. Currently the FTSE-100 …