Hunting Season in the Stock Market

In writing this weekend I’m coming off the back of a week of excellent performance from my portfolio, culminating in a takeover offer from Kindred Group for 32Red (TTR).  The offer prices my holding at a gain of approximately 185% on the initial purchase price, and represents the first significant offer on one of my holdings.  I am now left with the task of deciding where to place my funds, once they arrive.  It’s hunting season in the stock market.


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An Introspective Look at My Portfolio

It has been a fairly introspective week for me.  As I have mentioned on Twitter, I’ve begun giving serious thought to some of the positions in my portfolio.  A flurry of results released in the past fortnight have given some indication as to the short-to-medium term direction of a number of these companies, with updates from Dunelm, Wizz Air, Michael Kors, Gilead Sciences and Diploma.


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