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Clem Chambers' Newsletter

Portfolio up as banks rally

13 Feb 2013 @ 12:03
The legacy portfolio had a giant day yesterday with the banks rallying and trinity mirror up 7.5%, but the market is struggling to break up into new levels. More on this in my premium blog!
 

Stocks to watch in my portfolio

23 Jan 2013 @ 08:42
My last post thumb-nailing 10 stocks pulled out one that looked like it needed to be watched carefully and one needing to be walked down the gang plank soon. Such is the benefits of good housekeeping. The big call for 2013 however is, are we in for a great year or a crash in the summer, again! When I know I’ll be posting my thoughts. Subscribe to Clem’s Premium Newsletter: Value Investing –...
 

Spring cleaning the portfolio

22 Jan 2013 @ 08:32
Today I posted an evaluation of 10 stocks in my legacy portfolio which contains 31 value investments and some might say contrarian shares. It is always a good idea to do spring cleaning every 3 or 4 months and by that I mean look at all your positions and decide to buy, sell or hold. Nothing energetic though because every day we take a look in a cursory way. Many people end up with a bottom...
 

Share Portfolio Profits Up, Up, Up

08 Jan 2013 @ 15:38
It is faintly silly, in a good way, for the specimen portfolio I’m building in my Premium Newsletter to be up 15% in a month, but it is kind of satisfying. You simply can’t expect to make money from the get go on a new portfolio so it is amusing to see it happening after only 3 share picks of the 30+ to come. If any of my readers did buy into these three shares with £1000 in each they would be...
 

I'm not happy but still up 45%!

10 Dec 2012 @ 13:15
I’ve not been a happy bunny with the market in 2012. But since I started writing this blog I’m now some 45% up, all of which has come since June. This is a silly result. I would have been happy with 25%. 45% is too much. I can’t fault my portfolio and have been adding to it. This month so far I have halved my Findel position, which sat at around 100%  so the rest is in effect in for free. This...
 

Clem Chambers : Enterprise Inns out, RBS in. Buy cheap and sell… not cheap

13 Nov 2012 @ 16:03
According to market theory, it doesn’t really matter when you buy or sell, so long as you buy cheap and sell … not cheap! As such, I sold Enterprise Inns (LSE:ETI) yesterday. It’s 50/50 as to whether the stock will continue to go on up. Yet I was on around 140% profit, and the price, to me, looks to be at a plateau. I bought a clip of RBS (LSE:RBS) because it looks very cheap to me –...
 

Is the FTSE Correcting or about to Drop?

12 Nov 2012 @ 13:46
As of yesterday the FTSE looks very ugly. It is either the bottom of a small correction or the beginning of a big post US election drop. Now that he has been re-elected the next Obama-drama is the fiscal cliff. Whilst it’s actually a ceiling and not a cliff, the problem will be the inability for the US government to borrow money if it keeps spending a $1 trillion more than it taxes/earns. Only...
 

Obama Good For Equities?

08 Nov 2012 @ 18:17
The last few weeks have been very interesting. After the giant rally of the summer, there was a small correction. Corrections are always nasty periods because – in line with great rallies – there never seems to be a clear cut reason for them, beyond the barely credible narrative of the media, that is. Mainly random markets will behave just so, yet ultimately following the “skew” of...
 

UK Economy grows by 1% - Time for Caution

25 Oct 2012 @ 10:14
Whilst we have seen the UK economy starting to return to growth, there will be bumps in the road as the world economy is at a base; it hasn’t plateaued but rather it is at the smooth bottom of an economic basin. As such we can look towards recovery and growth but because of the highly regulated governmental-systems in West these will be slow to assert themselves. There has been a vast amount...
 

Obama Fightback = Market Rally

17 Oct 2012 @ 11:42
Tuesday 16th was a cracking day for the portfolio. It is currently overweight with banks and Trinity Mirror, all of which rallied. I’m distrustful of big winning spikes especially when things hang in the balance, because the move often heavily reverses as the start of a big, opposing directional move. We will know on Wednesday. If it crashes it will be Obama whose lame performance in the last...
 
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