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TGISVP – One Last Yr-End Snapshot
Now we have 2014 closing prices, let’s begin the New Year with The Great Irish Share Valuation Project: As you survey your year-end portfolio (and ponder potential 2015 buys & sells), an updated...
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The Great Irish Share Valuation Project – 2014 Portfolio Performance
It’s already well over a fortnight into the new year…time to scramble & take a closer look at last year’s portfolio performance! Let’s begin with The Great Irish Share Valuation Project – for...
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The Great Irish Share Valuation Project – 2014 Portfolio Performance (Part II)
Continued from here. My commentary & analysis of last year’s TGISVP losers & winners may have been meat & veg for some, but let’s kill the suspense & move on to dessert… How did 2014...
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$DCEL: Denis’s Cash Extraction Lifeline
NB: I should immediately note Denis O’Brien is not selling any of his shares in the upcoming Digicel IPO. And why should he…when the company’s already after paying him $1.1 billion in dividends over...
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Zamano…So, What Now?!
It’s 18 months since my original Zamano (ZMNO:ID, or ZMNO:LN) write-up: ‘Zoom, Zoom…Zamano!’ Maybe I should kick off with an update…but if you’re a current (or potential) shareholder, how can we avoid...
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The Celtic Phoenix…Five Consecutive Years of Market Gains & 6.6% GDP Growth!?
A picture’s worth a thousand words – here’s a 5 year chart of the ISEQ: Truly, a thing of beauty… And over the life of the blog, the Irish market has delivered four consecutive years of gains: 2012:...
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2016 – The Great Irish Share Valuation Project (Part I)
Um, apologies, the blog’s been quiet since early last month – though I’ve certainly been keeping up with readers via Twitter…Good Lord, I’m now up to 25K+ tweets!? Actually, I’ve been more than usually...
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2016 – The Great Irish Share Valuation Project (Part II)
Continued from here: Company: First Derivatives (FDP:LN) Last TGISVP Post: Here Market Cap: GBP 494 Million Price: GBP 2,038p My last write-up was bang in the middle of a sickening price...
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2016 – The Great Irish Share Valuation Project (Part III)
Continued from here: Company: Irish Residential Properties REIT (IRES:ID) Last TGISVP Post: Here Market Cap: EUR 465 Million Price: EUR 1.115 Back in 2014, I was lukewarm towards IRES – it...
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2016 – The Great Irish Share Valuation Project (Part IV)
Continued from here. Apologies, I abandoned TGISVP for a few months there…dealing with a mild case of PBSD. Yes, I mean Post-Brexit Stress Disorder, which I suspect the entire island’s been...
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