To maintain a diverse portfolio, I generally won’t let a holding increase in value to more than 10 per cent of the total value of the Share Sleuth portfolio. I get nervous way before that, though, if I have doubts about the business or the valuation implied by its share price. I think Games Workshop is a very good business, but I’m not at all sure about its share price.
I understand there's been a little turmoil in the markets. Thanks to rolling news and other investors, it's impossible to escape the fact that share prices have fallen. I do, however, feel calm about it.That's because my view of the stockmarket is not the one presented in the headlines, or in the red arrows indicating the prices of shares in my brokerage accounts are lower than they were yesterday.My view of the stockmarket is quite blinkered.
All Avon Rubber (AVON) needs to do is not mess up, to prosper. It should make a good long-term investment.Perennially on my watchlist, I've decided to add Avon Rubber to the Decision Engine. This means I've collected data going back to 2006 in my spreadsheet, read the latest annual report, and formed an opinion on the firm's profitability, how likely that profitability is to be sustained and how effectively it might be invested to grow the business.
@John_Stepek It does. You can have too much of a good thing though - for society's sake. Not sure if it's Buffett's problem or politicians' but if I were him (lol) I think I'd hanker after a bit of value creation.
Perhaps I'm being unfair. Perhaps he invests in innovative businesses too!
Muck Rack makes it simple to find people, tweets, or articles that mention any name, keyword, company, hashtag etc. We've compiled this guide to help you make the most of your search.
Selecting a term
Start searching tweets, articles from media outlets, articles mentioned in tweets, journalists'
names, titles and bios with some suggested searches:
Companies or Topics (e.g. iPhone, Microsoft)
Phrases (e.g. "cloud computing") — use quotes to keep the terms together
Twitter handles (e.g. @username) — returns those who have mentioned or replied to
Names (e.g. "David Pogue")
Hashtags (e.g. #sxsw, #london2012)
Bio details (e.g. vegan, Olympics, father)
Muck Rack's Advanced Search allows for many boolean operators.
Find results that mention multiple specified terms, use AND or
+. For example, ensure each result contains both Elon Musk and Mark Zuckerberg by
searching Musk AND Zuckerberg or Musk + Zuckerberg.
Use the operators OR or , to broaden your search when you'd like either of
multiple terms to appear in results. (This is the default behavior of our search when no operators
are used). For example, results will contain either cake or cookie by searching cake OR cookie or cake,cookie
Use NOT or - to subtract results from your search. For
example, searching Disney will yield results about the Walt Disney Company as well as Walt Disney
World Resort. To exclude mentions of Disney World, search for Disney -World or Disney
When using one of these operators with a phrase, enclose it in quotation marks. For example, you can
find results about smartphones excluding Apple's iPhone 4S by searching smartphone -"iPhone
Exact case matching or punctuation
If you're searching for a brand name or keyword that relies on specific punctuation marks or capitalization, you can
find results that match your exact query by adding matchcase: before the keyword you're searching for, like matchcase:E*TRADE .
Use parentheses to separate multiple
boolean phrases. For example, to find journalists talking about having fun in Disney World or
Disneyland, search for ("disney world" OR disneyland) AND fun.
An asterisk can be used to search for any variation of a root word truncated by the asterisk. For example, searching for admin* will return results for administrator, administration, administer, administered, etc.
A near operator is an AND operator where you can control the distance between the words. You can vary the distance the near operation uses by adding a forward slash and number (between 0-99) such as strawberries NEAR/10 "whipped cream", which means the strawberries must exist within 10 words of "whipped cream".