Next: An object lesson in how to run a retailer
Next remains a class act and every new annual report just confirms this! Introduction I first looked at Next almost exactly a year ago and decided »
Empresaria: Interim Results 2015
Introduction I last looked at Empresaria back in May and in my report concluded that the company turn-around was proceeding very agreeably. At the time my »
Somero: We are passionate about your success!
A poster child for the perils of private equity Somero demonstrates how a cyclic, construction-sector supplier can profit when run by experienced, cost-sensitive management. Introduction While »
A high-yield portfolio constructed (Pt 3)
Following up on my recent construction of a 25-share high-yield portfolio this update expands out to smaller shares in order to improve the range of companies »
A high-yield portfolio constructed (Pt 2)
At Mello Workshop 2015 I spoke about how to construct a high-yield portfolio and documented the process; in this article I create just such a portfolio »
A high-yield portfolio constructed (Pt 1)
At Mello Workshop 2015 I spoke on how to construct a high-yield portfolio and documented the process; in this article I create just such a portfolio »
How to construct a high-yield portfolio
At Mello Workshop 2015 I presented a workshop on the topic of how a private investor might construct a high-yield portfolio, with moderate effort, and covered »
Empresaria: Poised for growth
Empresaria is a specialist recruitment company that's positioned for bottom-line growth, after many painful years of restructuring, and this opportunity is yet to be recognised by »
GVC Holdings: From cash-cow to cash-calf
TL;DR: A fairly priced, high yield company GVC Holdings is benefiting from competent management but may never shake off the negative perceptions that surround the »
RTC Group: Ten years of turn-around bears fruit
TL;DR: RTC Group is a recruitment consultancy that has been through some tough times and yet finally seems to have turned the corner with new »