ge0rge12311 Apr 2014 22:54
Hello G. Don't think yourself as being a nuisance. What you have raised and are raising is all good valid stuff. What is more it makes the likes of Mogie and me think and reflect, no bad thing. It will probably be very useful for those who read this board without posting, so carry on.
You mention MONI in one of your posts but in truth your point could relate to many shares. I had a holding in MONI a few years ago and made a good profit before selling out, twice. What MONI has to offer is potentially massive but there is a problem(?), it still doesn't make any profit. Profit was going to be in 2012, a year after I invested, but it didn't happen. GBO is another (although GBO make a profit). What is happening right now is the market is saying to tech shares "where's the meat?!". Don't tell me about jam tomorrow, you've been telling me that for too long, now show me the b****y meat or I'm off!. Unfortunately, the good get hit as well as the bad and the darn right ugly. What is more, sectors come into favour and sectors go out of favour. We may think a share is worth twice as much as the market says, but at that moment that is their value. Our worst enemy is ourselves, because we start to believe what we want and get emotionally attached. I would expect NT to be out of MONI on a stop loss, regardless of what others may think about the share. It happened recently to KMK for him (and me) although both of us were lucky enough to spot the poor RNS early and get out first thing when the market opened.
Re when to put a company on a watch list: If it is of any help to you G the way I start my trawl for possible investments is go to the digitallook.com webpage. I then look into the indicies, usually the small cap ones, including the FTSE AIM All Share. I look up the constituents, then the overview. I then make a note of those companies with a low P/E and a PEG below 1.0. I also like to look for companies with a relatively low share price (below 100p in the first instance) and a mkt. cap which isn't too high. I then look into those companies fundamentals, RNSs, share graph, even the bulletin boards (ha!). 90% of my initial trawl, perhaps more is nearly always discarded at this point due to something I am not happy about. Some of this is very much my own way of researching, but it generally comes down to a lot of thorough research. I will additionally see if growthcompanyinvestor.com has any items about the company. I may also visit the company web site. And then sometimes I throw caution to the wind and speculate (nearly always fails!).
This is how I came about CLL; but I did have to loosen my criteria a tad. A good trick (if we can do it!), is to get into a company BEFORE it is on others radar; that is the market radar, publication radars and the NT radar!. And that means research.
Apologies for being off topic folks.
Good luck and regards
CM
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