Investing & trading: January - March 2015 articles archive home
 
Irving Kahn
There are always good companies that are overpriced, Irving Khan told The Telegraph and a disciplined investor avoids them.
Wednesday, March 25, 2015 ... more
 
 
The enemy within
From Reminiscences of a Stock Operator, the thinly disguised biography of Jesse Livermore who made and lost several multi-million dollar fortunes.
Thursday, March 19, 2015 ... more
 
 
Time to change to cash?
Mark Cook is concerned that the market is acting abnormally and Jim Cramer thinks the answer is to “build up a supply of cash.”
Wednesday, March 18, 2015 ... more
 
 
From 40 years
William Eckhardt began trading in 1974. Here is a little of what he says he’s learnt over more than 40 years in the game.
Tuesday, March 3, 2015 ... more
 
 
From warren Buffett
Long-term shareholders benefit from a sinking stock market as much as a regular purchaser of food benefits from declining food prices. So when the market plummets - as it will from time to time - neither panic nor mourn. It’s good news …
Thursday, February 26, 2015 ... more
 
 
Equity risk premium
The equity risk premium describes the excess return that stock holders are rewarded with over a risk-free rate. The reason for this is pretty straight forward; In the event of a bankruptcy, stock holders are last in line to recoup any of their money
Tuesday, February 24, 2015 ... more
 
 
Not just anything
Fund manager Hugh Hendry’s recent volte-face on markets garnered a fair degree of attention. "Our resistance of Fed generosity has been pretty costly for all of us so far," he said. "To keep resisting could end up being unforgivably costly.”
Wednesday, February 18, 2015 ... more
 
Irrational thoughts
Many of the psychological influences and biases that come to play on the stock market are easily recognised in everyday maxims. Most are poor advice, a handful are valid.
Tuesday, February 17, 2015 ... more
 
 
Behavioural problems
Behavioural finance consulting firm Cabot Research analyses portfolio holdings and trades for behavioural flaws – and sends a warning about positions that might indicate a bias.
Tuesday, February 17, 2015 ... more
 
What Klarman's learnt
Warren Buffett has become famous through his investing, says Seth Klarman in the Financial Times, “but he is, first and foremost, a teacher.Here are a few things that he says he’s learnt from Buffett.
Wednesday, February 11, 2015 ... more
 
 
Innovation
The current global business environment is unprecedented with regard to innovation and the ever increasing role played by technology in both building new businesses and disrupting incumbents.
Wednesday, February 4, 2015 ... more
 
 
Why they fail
The academics say you just can’t predict what stocks are going to up excepts by chance. To them the Peter Lynches and Warren Buffetts are … the lucky orang-utans that write Romeo and Juliet by pure luck. How do you answer that?
Wednesday, January 28, 2015 ... more
 
Not all good
It’s not uncommon for investors to seek out companies whose dividend payments are on the rise. But not all rising dividends are necessarily good news. There are times when they should be viewed with some scepticism.

Thursday, January 22, 2015 ... more
 
 
What works
Tweedy Browne have revised a booklet first published in 1992 called What Has Worked In Investing that describes over 50 academic studies of certain investment criteria that have produced high rates of return.
Wednesday, January 21, 2015 ... more
 
Frankenstein Investor
Towards the end of last year The Reformed Broker Joshua Brown looked at the character flaws and wrong behaviour he would use in order to create a “Frankenstein investor.”
Thursday, January 15, 2015 ... more
 
 
Selling: A perspective
If you’re thinking of selling your stocks, the importance of one’s time-frame cannot be overstated.

“The best time to sell a stock is … almost never.” – Philip Fisher.
Tuesday, January 13, 2015 ... more
 
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