Member Info for Wexboy

2013 – The Great Irish Share Valuation Project (Part III) I take a look at Ryanair Holdings, plus a batch of other Irish stocks: http://wexboy.wordpress.com/2013/02/04/2013-the-great-irish-share-valuation-project-part-iii/ Cheers, Wexboy

2013 – The Great Irish Share Valuation Project (Part II) I take a look at Fyffes, plus a batch of other Irish stocks: http://wexboy.wordpress.com/2013/01/30/2013-the-great-irish-share-valuation-project-part-ii/ Cheers, Wexboy

2013 – The Great Irish Share Valuation Project (Part II) I take a look at First Derivatives, plus a batch of other Irish stocks: http://wexboy.wordpress.com/2013/01/30/2013-the-great-irish-share-valuation-project-part-ii/ Cheers, Wexboy

2013 – The Great Irish Share Valuation Project (Part II) I take a look at Irish Continental Group, plus a batch of other Irish stocks: http://wexboy.wordpress.com/2013/01/30/2013-the-great-irish-share-valuation-project-part-ii/ Cheers, Wexboy

2013 – The Great Irish Share Valuation Project (Part II) I take a look at Ormonde Mining, plus a batch of other Irish stocks: http://wexboy.wordpress.com/2013/01/30/2013-the-great-irish-share-valuation-project-part-ii/ Cheers, Wexboy

2013 – The Great Irish Share Valuation Project (Part I) I take a look at UTV Media, plus a batch of other Irish stocks: http://wexboy.wordpress.com/2013/01/14/2013-the-great-irish-share-valuation-project-part-i/ Cheers, Wexboy

2013 – The Great Irish Share Valuation Project (Part I) I take a look at Independent News & Media, plus a batch of other Irish stocks: http://wexboy.wordpress.com/2013/01/14/2013-the-great-irish-share-valuation-project-part-i/ Cheers, Wexboy

2013 – The Great Irish Share Valuation Project (Part I) I take a look at Kerry Group, plus a batch of other Irish stocks: http://wexboy.wordpress.com/2013/01/14/2013-the-great-irish-share-valuation-project-part-i/ Cheers, Wexboy

2013 – The Great Irish Share Valuation Project (Part I) I take a look at Continental Farmers Group, plus a batch of other Irish stocks: http://wexboy.wordpress.com/2013/01/14/2013-the-great-irish-share-valuation-project-part-i/ Cheers, Wexboy

2013 – The Great Irish Share Valuation Project (Part I) I take a look at Aryzta, plus a batch of other Irish stocks: http://wexboy.wordpress.com/2013/01/14/2013-the-great-irish-share-valuation-project-part-i/ Cheers, Wexboy

2013 – The Great Irish Share Valuation Project (Part I) I take a look at Connemara Mining, plus a batch of other Irish stocks: http://wexboy.wordpress.com/2013/01/14/2013-the-great-irish-share-valuation-project-part-i/ Cheers, Wexboy

Argo Group – A Shareholder Proposal: http://wexboy.wordpress.com/2012/12/19/argo-group-a-shareholder-proposal/ If you're an ARGO shareholder, I'd like to hear from you - please email me at: wexboymail at yahoo dot com Thks & Cheers, Wexboy

Hey, folks - detailed write-up on FBD Holdings: http://wexboy.wordpress.com/2012/11/28/fbd-holdings-cor-blimey-mate/ Cheers, Wexboy

http://wexboy.wordpress.com/2012/11/21/an-investment-to-die-for/

Jolly - thanks, all agreed. The company has done a v good job of maintaining reasonable profitability since 2007/08 - far better than a lot of other managers - so they're clearly pretty realistic & flexible in re-sizing the business to adjust to level of AUM. Of course, a rising AUM would really help at this point..! But it gives me confidence they can maintain this record, so I consider most cash/liquidity is surplus & if returned to shareholders it doesn't pose a risk to the underlying business. Cheers, Wexboy

http://wexboy.wordpress.com/2012/11/16/argo-escape-from-an-evil-state/

A Letter to Avangardco: http://wexboy.wordpress.com/2012/11/06/a-letter-to-avangardco-avgrln/

For an in-depth comparative review of Taliesin & other German residential property companies: http://wexboy.wordpress.com/2012/11/02/german-residential-property-iv/

Speymill is actually a German residential property in disguise, but is it attractive? Let's compare: http://wexboy.wordpress.com/2012/11/02/german-residential-property-iv/

A brief reminder of the multiple attractions of SRE, plus a detailed review of German residential property companies: http://wexboy.wordpress.com/2012/11/02/german-residential-property-iv/