Disclosure: Roland owns shares of Murgitroyd Group. A short post to introduce one of the latest additions to my value portfolio. Murgitroyd Group (LON:MUR) is a £36m firm specialising in “intellectual property advisory services”. The main part of the business seems to be providing patent attorney services

Disclosure: Roland owns shares of Anglo American, BHP Billiton and BP. Robert Louis Stevenson said in 1878 that “To travel hopefully is a better thing than to arrive”. This is often true in life but also in the stock market, where it translates into “buy the rumour,

FreeImages.com/Rodrigo Mattoso Disclosure: Roland owns shares of Braemar Shipping Services and Lamprell. 23/01/2017: Braemar Shipping Services plc (LON:BMS) shares fell by 16% today after the group announced a profit warning and dividend cut. It wasn’t the best start to the week, but in

Disclosure: Roland owns shares of Lamprell. 23/01/2017: Just a brief review of today’s pre-close update from rig builder Lamprell plc (LON:LAM). The group’s shares ended the day down by about 7%, but having read through the statement I didn’t see anything

Disclosure: This page provides information about shares I own. However, it is not guaranteed to be a complete or current reflection of my own portfolio and does not constitute any kind of investment advice. 2016 was a good year for my value portfolio, which delivered an outstanding gain of 68.

Source: Royal Bank of Scotland Disclosure: Roland owns shares of Royal Bank of Scotland Group. Today I’m going to look at what I intend will be my final stock purchase of 2016. Despite its apparent potential as a distressed asset play, I’ve stayed away from Royal

Mike Coupe, Sainsbury’s CEO, is betting that an expansion into non-food and finance can improve returns. Is he right? Disclosure: I own shares in J Sainsbury plc, Tesco & WM Morrison Supermarkets. As the year end approaches, I’ve been on a bit of a buying spree.

FreeImages.com/Rodrigo Mattoso Disclosure: I own shares of Braemar Shipping Services. The newest addition to my value portfolio is a company I’ve had my eye on for some time. Braemar Shipping Services (LON:BMS) provides “technical expertise and professional marine and energy services around the globe&

Disclosure: I own shares of Anglo American, BHP Billiton and BP. My purchase of Fenner plc (LON:FENR) back in January 2015 was woefully mistimed. I was far, far too early to catch the bottom of the mining downturn. I should probably have cut my losses and sold when this

Disclosure: I own shares of Lamprell. After halving my holding in rig-builder Lamprell last December, I’ve hung on to the remainder — despite watching the shares fall by a further 40% or so. My thinking has been fairly simple: Lamprell’s net cash and backlog of late-stage

Disclosure: I own shares of IndigoVision Group. Yesterday’s interim results from video security system firm IndigoVision Group were encouraging, without being outstanding. The main points were: Revenue down 3.5% to $21.8m Camera volumes up 20% Gross margin maintained at 52% Overheads reduced by 8% to $11.

Disclosure: I own shares of Fenner. Shares in Fenner have been on a tear this week, climbing 13% on the back of an upgraded broker note and an upbeat trading statement. The shares are now worth 32% more than they were at the start of the year and my holding

Disclosure: I own shares of Anglo American and BHP Billiton, but not South32. I’ve sold my shares in BHP Billiton-spin off South32 Ltd (S32.L). There are three main reasons for this: My holding was limited to the shares I received as a BHP shareholder. As such, it

Lonmin underground mine (copyright Lonmin) Disclosure: At the time of publication, I own shares in Lonmin. Lonmin shares have tripled in value in just seven months. I’ve become increasingly aware that unlike the other big miners, Lonmin’s share price recovery is not backed by rising profits

Disclosure: I own shares of Barclays. Today’s interim results from value portfolio stock Barclays plc (LON:BARC) came in ahead of analysts’ expectations, hence the 6% rally in the bank’s stock. Notwithstanding this, group pre-tax profit was down 20.7% to £2,063m. Group return

Disclosure: I own shares of Anglo American and BHP Billiton. Portfolio holding Anglo American plc (LON:AAL) issued its interim results this morning. The firm’s shares had already tripled in value from January’s low, but this didn’t stop the stock from printing further gains

Disclosure: I own shares of Fenner. Today’s third-quarter update from portfolio stock Fenner (FENR.L) was reassuring. The group said that trading was in line with expectations and that cost-cutting and restructuring were delivering the expected results. The group’s medical business “is continuing to perform

Disclosure: I own shares of Indigovision Group. Last week’s trading update from Indigivision Group (IND.L) was broadly reassuring, albeit it revealed that like so many tech pioneers, the group is suffering from cheaper competition. But the big news was that net cash increased to $4.6m at