Value Share Portfolio

Build your portfolio with Balfour Beatty

adminn — Tue, 10 Jan 2012 22:16:21 +0000

Balfour Beatty is the largest UK based construction company with annual revenue of over £10billion. They are also internationally active especially in the USA and in Hong Kong through their 50% joint venture Gammon. A year or so ago they purchased Parsons Brinckerhoff a consultancy company which has a global presence and helps them win [...]

Build your portfolio with Balfour Beatty is a post from: Value Share Portfolio

Let the sun into your portfolio with Luxottica

adminn — Tue, 10 Jan 2012 21:13:29 +0000

Most people will probably not have heard of the Italian listed Luxottica but it’s exactly the kind of company I like. It’s got a competitive advantage both in product as way of delivering it to their customers. I’m sure you will have heard of some of their brands. Luxottica is the market leader in optical [...]

Let the sun into your portfolio with Luxottica is a post from: Value Share Portfolio

Tripadvisor growth company at a great price

adminn — Mon, 09 Jan 2012 22:29:54 +0000

I’ve recently added Tripadvisor (NASDAQ: TRIP) The company is the market leader in travel/hotel reviews and as such has a moat and endurable competitive advantage. Because it has the most reach, travellers post mainly to Tripadvisor and therefore they gain free content. This content becomes valuable to people planning their holidays and therefore to holiday [...]

Tripadvisor growth company at a great price is a post from: Value Share Portfolio

Eros International to list its Indian subsidiary

adminn — Fri, 17 Sep 2010 10:48:36 +0000

The listing plans for EROS International Media, Eros International’s Indian subsidiary are well under way. The book building opened today and is expected to be concluded by the 21st. EROS International Media is expected to give away about 20% of the company for $75million valuing the company at $375 million and Eros international stake at [...]

Eros International to list its Indian subsidiary is a post from: Value Share Portfolio

Vodafone share buy-back a good thing?

adminn — Fri, 17 Sep 2010 09:18:02 +0000

Vodafone’s decision to buy back shares and pay off debt after selling its stake in China Mobile has caused some ire amongst private investors. They believe that a special dividend is the better use of the cash. However, in my opinion the share buy-back is the sensible thing to do. Let’s look at a simplified [...]

Vodafone share buy-back a good thing? is a post from: Value Share Portfolio

Weekly round-up of news for my value share portfolio, for the week ending 3rd of September

adminn — Sat, 04 Sep 2010 22:33:27 +0000

Monday 30th of August No news from portfolio companies. Tuesday 31st of August Emblaze (BLZ) announced half year results which were generally good due to the good performance of Formula Systems, however the discontinuation of the Else mobile impacted on results. Goldenport (GPRT) announced results which were lower than the previous year. However the management [...]

Weekly round-up of news for my value share portfolio, for the week ending 3rd of September is a post from: Value Share Portfolio

Emblaze group interim results and potential sale of stake in Formula Systems

adminn — Thu, 02 Sep 2010 20:12:54 +0000

Update 03/09/10 just a day after posting the below it has now been confirmed that a sale has been agreed for just under $140million. This equates to about 81p a share and it needs to be ratified by the shareholders. I’m hoping we see a large chunk of this cash via a special dividend. It’s [...]

Emblaze group interim results and potential sale of stake in Formula Systems is a post from: Value Share Portfolio

Weekly Round-up of news for my Value Share Portfolio – week ending 20th of August

adminn — Sun, 22 Aug 2010 07:24:23 +0000

Monday 16th of August No news Tueday 17th of August No news Wednesday 18th of August Lonrho announce that TENARIS has agreed to establish a logisitcis facility at Luba Freeport. They will initially move into a temporary facility, before moving into a 10,000m2 dedicated facility in December. There is also scope to increase this to [...]

Weekly Round-up of news for my Value Share Portfolio – week ending 20th of August is a post from: Value Share Portfolio

Waterman (WTM) issue downbeat management statement, but no reason to despair

adminn — Thu, 19 Aug 2010 07:17:35 +0000

Waterman Group today issues a management update, which some across as pretty downbeat, but looking at the company as a whole I don’t think investors should despair just yet. They reaffirmed the opinion that the group will report profits at the lower end of expectations. They key thing here to me is that they are [...]

Waterman (WTM) issue downbeat management statement, but no reason to despair is a post from: Value Share Portfolio

Diversify or Diworsify

adminn — Wed, 18 Aug 2010 17:07:22 +0000

Most investment advisors and books advocate diversification of your portfolio. They believe this is the best way to avoid risk. There is however one particular investor who argues against diversification and this person just happens to be the world’s best investor, Warren Buffett. Buffett wonders why investors should put their money in their 20th best [...]

Diversify or Diworsify is a post from: Value Share Portfolio