Lookers (LOOK)
Gaining traction Staying true to my promise last week, I'm sticking with analysing the companies in my portfolio which haven't yet been covered, and a big one on that list is Lookers. Big in two ways -...
View ArticleTwelve for 2012
Part One As the idea for this post came from Philip O'Sullivan, it seems apt to quote the first paragraph of his post at the start of mine by way of explanation: In a recent email exchange with some of...
View ArticleCambria Automobiles (CAMB)
FIAT or Ferrari? Cambria Automobiles was a group set up with a clear objective; they're a consolidator and an improver, operating in what they describe as the 'very fragmented' sector of car...
View ArticleBDEV, HWDN, LOOK, BPI
The first set Following my deciding to refresh my opinion on the stocks in my portfolio - I take a rather laissez faire approach to letting my decisions run wild - I'm starting with the biggest four...
View ArticleCar Dealerships (VTU, CAMB, LOOK, PDG)
Part 1: Introduction and basic value I like doing sectoral comparisons between companies. I think most of us intuitively understand that, at the most basic level, similar companies should command...
View ArticleCar Dealerships (VTU, CAMB, LOOK, PDG)
Part 2: Dissecting returns See part one here: this leads directly on. Introduction I finished part one, after a brief introduction and a discussion of the industry, with a soap opera-esque - ok,...
View ArticleCar Dealerships (VTU)
Part 3: Vertu Motors - Drilling Down See part 1 and part 2 of this series on car dealerships - this post leads on from the discussion in those two. It might seem slightly odd to focus a post in a...
View ArticleCar Dealerships (VTU, CAMB, LOOK, PDG)
Part 4: Conclusion & decisions In this, the last part of the series, I'll try and wrap up the different parts of my analysis over the last three posts into one coherent outcome - what would I...
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