Stock updates: Everything up
Strong gains across the board
The following is for educational and informational purposes only, and is not a recommendation to buy or sell shares. When buying or selling shares, investors should do their own research and seek independent financial advice if necessary.
From time to time I write an analysis of an individual stock. These are infrequent because I set the bar very high. I'm only interested in the kind of stocks that I would invest my own money into, at the right price. They don’t come around too often, even with intensive looking.
The idea is to show what makes stocks attractive by looking at real case studies. No situation is the same. Looking at a variety of real companies, and the investment case for their stocks, should very instructive for any investor. I then provide updates from time to time, to see how they are progressing later on.
So far, I have analysed a select group of five stocks (find them here) for these pages. Four trade on the US stock market, and one in the UK (although a future US listing is a distinct possibility).
The first of those stocks, that I wrote about twelve months ago, has shown a profit of 93% so far. The last one I wrote about, four months ago, is showing a 15% profit. The lowest gain is 9%, over the last five months. The other two are showing profits of 27% over seven months and 34% over nine months.
These are great results over relatively short periods of time, which is good to see. But, of course, no investor should ever bank of making big profits in a just a few months, however compelling the investment case. Anyway, in all five cases, I think there is much more potential over the coming years.
There will be more stock analyses soon. I have a shortlist to dig into further. I'll get to that once I've done this update, a further update on the legacy ex-UKIW portfolio (see here), and a new chapter or two of my investment book: "Getting a Better Class of Enemy - Money, Markets and Manias".
I've already drafted Chapter 9, and it will be published very soon after a few tweaks. It explains the basic building blocks that drive stock profits (or losses), which are too often ignored by investors.
Knowing about these fundamentals, and using them to make investment decisions, is likely to result in far better outcomes for investors. The chapter also explains the historical reason why "stocks" carry that name, amongst other things.
If you haven't seen them already, please click on the following links to see my book's Dedication & Preface and Contents (chapter plan). They are available free for all readers.
The stock analyses and updates, along with the book chapters, are for paid subscribers only (reflecting the amount of effort involved). If you're not already a paid subscriber, but think that those things could be interesting, then please consider upgrading. It's only $100 a year (for now, at least). I would be grateful for your interest.
With that, I'll get into the update.