What are growth investors looking for?

by The Investor on July 3, 2009

Growth investing

The dream of a growth investor is to discover a Microsoft or a Coke in the early years. One or two such investments can make your fortune.

Exactly how to do this is the $6 million question!

In the blue corner, we have the efficient market experts who say it’s a doomed mission, and that you’re better off putting money into an index tracking fund than trying to find a needle in a needle factory.

In the red corner, we have share gurus like Peter Lynch, Jim Slater and Philip Fisher, who all beat the market through growth investing and outlined their ideas on growth investing in various books.

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Why I’ve bought Lloyds Banking Group

by The Investor on July 2, 2009

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Important: What follows is not a recommendation to buy or sell Lloyds. I’m just a private investor, storing and sharing notes. Read my disclaimer. And remember that investing is best done via index tracking funds, not stock picks.

I have done a bad thing. Maybe. I bought Lloyds Group shares at 72p. Yes, greed has finally overtaken fear in my pondering of the banking shares. I can’t help thinking that this may be a once in a lifetime opportunity to buy a giant of tomorrow on the cheap today.

And so on Wednesday I placed about 2% of my portfolio in Lloyds.

I’ve owned the shares previously, and got out before they plunged 90% in merging with HBOS as I’ve written about before.

Why have I bought them again?

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Another crummy guaranteed equity bond from NS&I

June 30, 2009
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The 18th Issue GEB from NS&I offers limited returns for the risks of seeing no gains. I wouldn’t go near it.

Why I’d avoid these unlisted bonds like the plague

June 29, 2009
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Why would a company want to set back 500 years of history to offer its own bonds directly to the public?

Weekend reading: Death to commission edition

June 27, 2009
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Some interesting financial and investing posts I ran across this week, plus a few decent articles from the newspapers.

Four ways to invest in oil

June 26, 2009
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To invest in oil, you don’t need to buy barrels of the stuff. Here are five ways to get exposure to oil without dirtying your hands.

Five reasons to buy commercial property

June 24, 2009
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Price declines have been extreme, and in the medium-term the investment case for commercial property still stands.

Growth investing

June 22, 2009
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Growth investing is about putting your money into companies you think will make much bigger profits in the future.

Site update: Commenting now enabled

June 21, 2009
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Just a quick note to say I’ve caught up with 2009 and decided to enable comments across all posts on the site.
I’ve manually gone through and marked them all to allow comments, but if I’ve missed one out and you’ve got something burning to share on it, please do let me know.

Weekend reading: Formula 1 in crisis

June 20, 2009
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Some interesting financial and investing posts I ran across this week, plus a few decent articles from the newspapers.

Capitalism 3.0: A groundless retreat from globalisation?

June 18, 2009
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People with an anti free trade agenda are going to try to hijack the financial crisis to increase regulation elsewhere.

Commercial property: I’m buying

June 16, 2009
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I think the time has come to buy commercial property. And almost nobody agrees with me.