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By the start of September, the FTSE All-Share had produced a total return of 12.4%, which is well above its average return of around 7%. My portfolio has done somewhat better, with a total return so far of 17.4%. This is also well above the portfolio’s average return since 2011...
The strength of the UK stock market’s recovery has driven the portfolio to its first new high in just over a year. The portfolio is ahead of the FTSE All-Share over ten years. 2021 has been a good year so far for the UK stock market and that has helped my portfolio. F...
The primary attributes of a quality company are a) consistently high returns on capital employed and b) the ability to reinvest some of those returns at equally high rates to drive sustainable growth. A defensive company is one that can generate consistent sales, profits and dividends...
Dunelm's share price is up almost 30% since the start of 2020. WH Smith's travel revenues declined more than 90% during lockdown and were still down almost 60% in July. I'm going to sit tight and see what Senior can do with a very bad situation. As far as the pandemic is conce...
Down a little bit from my last write-up (during which time the stock swooned another 25% only to regain most of that), Advanced Energy Industries ( AEIS ) is a tempting target in a sector undergoing serious pressure and downward revisions as semiconductor companies, particularly in the memor...
When I last wrote about Advanced Energy ( AEIS ) I noted that while I think this is a strong company in the power components and subsystems space, the risk of further deterioration in the near-term outlook for semiconductors and semiconductor equipment skewed the risk too negatively in vie...