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><channel><title>Finance &#187; Interactive Investor</title> <atom:link href="http://seriouslyfinance.com/category/publishers/interactive-investor/feed/" rel="self" type="application/rss+xml" /><link>http://seriouslyfinance.com</link> <description>real-time discovery by s.erious.ly</description> <lastBuildDate>Mon, 06 Sep 2010 04:12:31 +0000</lastBuildDate> <language>en</language> <sy:updatePeriod>hourly</sy:updatePeriod> <sy:updateFrequency>1</sy:updateFrequency> <generator>http://wordpress.org/?v=3.0.1</generator> <atom:link rel='hub' href='http://seriouslyfinance.com/?pushpress=hub'/> <cloud
domain='seriouslyfinance.com' port='80' path='/?rsscloud=notify' registerProcedure='' protocol='http-post' /> <item><title>Dart: in for the long-haul</title><link>http://blog.iii.co.uk/dart-in-for-the-long-haul/</link> <comments>http://blog.iii.co.uk/dart-in-for-the-long-haul/#comments</comments> <pubDate>Wed, 25 Aug 2010 09:56:27 +0000</pubDate> <dc:creator>Richard Beddard</dc:creator> <category><![CDATA[Interactive Investor]]></category> <category><![CDATA[Publishers]]></category> <category><![CDATA[Companies]]></category> <category><![CDATA[DTG]]></category><guid
isPermaLink="false">http://blog.iii.co.uk/dart-in-for-the-long-haul/</guid> <description><![CDATA[Boys’ toys
This is going to be a harder profile than usual to write objectively. I love Dart (DTG). It&#8217;s a great share for Dads to own. On any tedious trip, by road or by air, something rumbling and impressive, a huge articulated lorry with Fowler Welch-Coolchain emblazoned down the side, or a red and silver [...]]]></description> <wfw:commentRss>http://blog.iii.co.uk/dart-in-for-the-long-haul/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Anite passes test, just</title><link>http://blog.iii.co.uk/anite-passes-test-just/</link> <comments>http://blog.iii.co.uk/anite-passes-test-just/#comments</comments> <pubDate>Mon, 23 Aug 2010 10:07:31 +0000</pubDate> <dc:creator>Richard Beddard</dc:creator> <category><![CDATA[Interactive Investor]]></category> <category><![CDATA[Publishers]]></category> <category><![CDATA[AIE]]></category> <category><![CDATA[Companies]]></category><guid
isPermaLink="false">http://blog.iii.co.uk/anite-passes-test-just/</guid> <description><![CDATA[Backing VHS
Looking back, I was somewhat reluctant when I added Anite (AIE) to the Thrifty 30 portfolio in October.
The company seemed to be financially strong, but a valuation based on past earnings was hazy at best because it&#8217;s not the company it was. Having sold off disparate software businesses, it now focuses exclusively on [...]]]></description> <wfw:commentRss>http://blog.iii.co.uk/anite-passes-test-just/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Back to the future at Games Workshop</title><link>http://blog.iii.co.uk/back-to-the-future-at-games-workshop/</link> <comments>http://blog.iii.co.uk/back-to-the-future-at-games-workshop/#comments</comments> <pubDate>Wed, 18 Aug 2010 10:38:39 +0000</pubDate> <dc:creator>Richard Beddard</dc:creator> <category><![CDATA[Interactive Investor]]></category> <category><![CDATA[Publishers]]></category> <category><![CDATA[Companies]]></category> <category><![CDATA[GAW]]></category><guid
isPermaLink="false">http://blog.iii.co.uk/back-to-the-future-at-games-workshop/</guid> <description><![CDATA[Rebuilding its fortress
Mark Wells, chief executive of Games Workshop (GAW), is as clear about what his company isn&#8217;t, as what it is, in its latest annual report.
It&#8217;s a manufacturer, not a retailer. It sells games and models people play together, really, not virtually &#8216;with a screen&#8217;. It makes fantasy war games, models and figures, not [...]]]></description> <wfw:commentRss>http://blog.iii.co.uk/back-to-the-future-at-games-workshop/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>When to sell: XP Power edition</title><link>http://blog.iii.co.uk/when-to-sell-xp-power-edition/</link> <comments>http://blog.iii.co.uk/when-to-sell-xp-power-edition/#comments</comments> <pubDate>Mon, 16 Aug 2010 16:19:44 +0000</pubDate> <dc:creator>Richard Beddard</dc:creator> <category><![CDATA[Interactive Investor]]></category> <category><![CDATA[Publishers]]></category> <category><![CDATA[Companies]]></category> <category><![CDATA[Investing]]></category> <category><![CDATA[XPP]]></category><guid
isPermaLink="false">http://blog.iii.co.uk/when-to-sell-xp-power-edition/</guid> <description><![CDATA[The loneliness of the long-distance contrarian
If you think it&#8217;s tricky buying shares everyone else wants to sell, you should try selling one everybody else wants to buy! XP Power (XPP) has done everything right and made the Thrifty 30 money, yet I&#8217;ve removed it from the portfolio and added International Greetings, which may just be [...]]]></description> <wfw:commentRss>http://blog.iii.co.uk/when-to-sell-xp-power-edition/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>International Greetings is unexpected present</title><link>http://blog.iii.co.uk/international-greetings-is-unexpected-present/</link> <comments>http://blog.iii.co.uk/international-greetings-is-unexpected-present/#comments</comments> <pubDate>Wed, 04 Aug 2010 08:00:00 +0000</pubDate> <dc:creator>Richard Beddard</dc:creator> <category><![CDATA[Interactive Investor]]></category> <category><![CDATA[Publishers]]></category> <category><![CDATA[Companies]]></category> <category><![CDATA[igr]]></category><guid
isPermaLink="false">http://blog.iii.co.uk/international-greetings-is-unexpected-present/</guid> <description><![CDATA[Synergise to maximise
It&#8217;s surprising how much money there is in the most prosaic things. Take the manufacture of gift wrap, a product we use a few times a year and discard almost immediately.
Last year, hardly a vintage year but one in which the company showed early signs of recovering from a near-death experience, International Greetings [...]]]></description> <wfw:commentRss>http://blog.iii.co.uk/international-greetings-is-unexpected-present/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Betting on book value</title><link>http://blog.iii.co.uk/betting-on-book-value/</link> <comments>http://blog.iii.co.uk/betting-on-book-value/#comments</comments> <pubDate>Mon, 02 Aug 2010 13:54:09 +0000</pubDate> <dc:creator>Richard Beddard</dc:creator> <category><![CDATA[Interactive Investor]]></category> <category><![CDATA[Publishers]]></category> <category><![CDATA[Beginning investing]]></category><guid
isPermaLink="false">http://blog.iii.co.uk/betting-on-book-value/</guid> <description><![CDATA[Accountants versus investors
I&#8217;ve written so much about price earnings ratios on this blog, you&#8217;d be forgiven for thinking there is only one peg on which to hang an opinion on whether a company is cheap or expensive, but of course there are others.
In putting together the case for Home Retail recently, I relied on [...]]]></description> <wfw:commentRss>http://blog.iii.co.uk/betting-on-book-value/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>10 out of 10 for effort at Dixons</title><link>http://blog.iii.co.uk/10-out-of-10-for-effort-at-dixons/</link> <comments>http://blog.iii.co.uk/10-out-of-10-for-effort-at-dixons/#comments</comments> <pubDate>Tue, 20 Jul 2010 15:51:11 +0000</pubDate> <dc:creator>Richard Beddard</dc:creator> <category><![CDATA[Interactive Investor]]></category> <category><![CDATA[Publishers]]></category> <category><![CDATA[Companies]]></category> <category><![CDATA[DSGI]]></category><guid
isPermaLink="false">http://blog.iii.co.uk/?p=1575</guid> <description><![CDATA[Back to basics #2
A shop assistant on the cover of DSG International&#8217;s annual report asks:
Hello, what brings you to our store today?She might well ask, because I can&#8217;t remember the last time I went into a Currys or PC World and bought anything. Actually, I think I can. It was Microsoft Office 2003, [...]]]></description> <wfw:commentRss>http://blog.iii.co.uk/10-out-of-10-for-effort-at-dixons/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Finding insecurity in BlueStar SecuTech</title><link>http://blog.iii.co.uk/finding-insecurity-in-bluestar-secutech/</link> <comments>http://blog.iii.co.uk/finding-insecurity-in-bluestar-secutech/#comments</comments> <pubDate>Fri, 16 Jul 2010 18:10:42 +0000</pubDate> <dc:creator>Richard Beddard</dc:creator> <category><![CDATA[Interactive Investor]]></category> <category><![CDATA[Publishers]]></category> <category><![CDATA[BSST]]></category> <category><![CDATA[Companies]]></category><guid
isPermaLink="false">http://blog.iii.co.uk/?p=1563</guid> <description><![CDATA[Rarer than the Chinese Crested Tern
Such is my ignorance of banking in China, before writing this blog I had to check the yuan is the Chinese unit of account, like the pound is the UK’s, and renminbi is the currency, like sterling. So let’s talk yuan, and whether BlueStar SecuTech (BSST), a manufacturer of [...]]]></description> <wfw:commentRss>http://blog.iii.co.uk/finding-insecurity-in-bluestar-secutech/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Buffett Beyond Value</title><link>http://blog.iii.co.uk/buffett-beyond-value/</link> <comments>http://blog.iii.co.uk/buffett-beyond-value/#comments</comments> <pubDate>Mon, 12 Jul 2010 17:33:34 +0000</pubDate> <dc:creator>Richard Beddard</dc:creator> <category><![CDATA[Interactive Investor]]></category> <category><![CDATA[Publishers]]></category> <category><![CDATA[Investing]]></category> <category><![CDATA[Reading list]]></category><guid
isPermaLink="false">http://blog.iii.co.uk/?p=1546</guid> <description><![CDATA[Oracle or octopus?
Unlike Snowball, the recent biography of Warren Buffett, the even more recent Buffett Beyond Value promises to help us understand and emulate the World’s greatest investor, rather than tell his life story.
It does, to a degree. Author, Prem C Jain, a finance professor,&#160; has studied 50 years of annual reports and earlier partnership [...]]]></description> <wfw:commentRss>http://blog.iii.co.uk/buffett-beyond-value/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Number one for value</title><link>http://blog.iii.co.uk/home-retail-is-best-of-the-big-retailers/</link> <comments>http://blog.iii.co.uk/home-retail-is-best-of-the-big-retailers/#comments</comments> <pubDate>Fri, 09 Jul 2010 18:50:22 +0000</pubDate> <dc:creator>Richard Beddard</dc:creator> <category><![CDATA[Interactive Investor]]></category> <category><![CDATA[Publishers]]></category> <category><![CDATA[Companies]]></category> <category><![CDATA[Home]]></category><guid
isPermaLink="false">http://blog.iii.co.uk/?p=1541</guid> <description><![CDATA[Nice to see you&#8230;
Having released Marks &#038; Spencer back into the financial ocean, I’m hauling up schools of big fish in my thrifty nets.
United Utilities, Dixons and HMV have yet to publish their annual reports but, even though I&#8217;m suspicious of retailers and have ruled-out HMV in the past, I’m interested in another, Home [...]]]></description> <wfw:commentRss>http://blog.iii.co.uk/home-retail-is-best-of-the-big-retailers/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> </channel> </rss>
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