About kickass

I have worked for a number of investment and asset management companies in the past, mosty as a business analyst in Fixed Income, with JP Morgan, Abbey PLC and AEGON. My hobies are golf, travelling and being entrepreneureal. Previously in my life, I spent 5 years working in Hong Kong and visit it when I can. The next place I would like to visit is China.
Author Archive | kickass

New buy – Tanfield

Just bought £3000 worth of TAN – Tanfield group. Very good growth story in an expanding future market, zero emmision vehicles. The price may be bit high though. Time will tell. My portfolio is now standing at £22,100. Santander has done well recently, the price seems to be catching up on it’s performance.

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Selling some RCG and feeding on the Poker minnows

Portfolio now £21,900 (+16% in around 4 months). Cleverly (?) and sadly, I had to bite the bullet and de-risk my portfolio, so I sold £6000 of RCG and £10,000 is left. It’s not that I don’t like the company, but my profits had grown and coupled with the fact I’m short term trading on [...]

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SIPP it and see next week

Next week is crucial for my SIPP portfolio. My main holding, RC Group will announce their interim results on Tuesday 26th Sep and I’m hoping for some good growth figures and signs that they are going to be a main player in the ever expanding biometric security market.   However, I am a bit worried [...]

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Don’t fool.com around!

I get a kick out of identifying and buying Warren Buffet type stocks at the right price and time, usually after a short term reduction in share price. I don’t buy them unless I have seriously researched each stock and written down my reasoning and produced a financial projection. But these stocks are few and [...]

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If the face fits buy RC Group!

I first heard of the Hong Kong based RC Group (London Stock Exchange: RCG) from the Growth Company Investor magazine and after some analysis of this company, their shares seemed like a possible good buy. However, I was aware the price may be temporarily high as it was just recommended in the magazine that week, so I put it on a watch [...]

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What’s in my portfolio

Here you can see what’s in my account. I’ve got PDC (Printing.com), RCG (RC Group) and SCH (Banco Santander). Started with £18,850 and now on £20,050

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Is Biotrace a candidate for Investment?

Biotrace has a 14.4 price to earnings ratio with an estimated earnings per share increase of 44% in 2006 and then 14% in 2007. The estimated p/e next year is 10.2, so I thought I’d research it as a potential investment. They recently announced a new contract with NATO for 1.2m and the share price is off the [...]

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Banco Santander for my pension?

The top 8th bank in the world, Spanish Banco Santander, is a faster growing bank than most of the worldwide banking giants such as Citigroup and HSBC and I should know, because I used to work for them! The Forecast p/e is around 7.5 next year, so that would surely have a positive effect on the price if earning per share targets [...]

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Is PartyGaming a Warren Buffet type investment?

“I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.”-Warren Buffet, lecturing to a group of students at Columbia U. He was 21 years old.   Party Gaming UK:PRTY is the leader in online poker, a rapidly growing sector of the internet [...]

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Investing for a pension

By finding this site, you probably already appreciate that Warren Buffet is a legendary value investor, and so, in this Blog I will attempt to follow his principles and apply them to buying and selling stocks in my own pension portfolio. Who knows, I may be the next Warren Buffet, the Sage of Omaha. I’m [...]

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