John Rosier

Why I’m buying Imperial Brands

Why I’m buying Imperial Brands

3 mins. to read

I normally focus on mid and small cap companies, but on this occasion I have identified a FTSE 100 stock which I think looks attractive at current levels. Occasionally the market throws up real bargains, and when you look back you wonder how the share price ever dropped to that level. I think this is…

Why I bought a small initial holding in Zegona Communications

Why I bought a small initial holding in Zegona Communications

4 mins. to read

Zegona Communications (AIM listing, ZEG.L, Market capitalisation £47m but after deal about £290m, 165p and 1.0% of JIC Portfolio): Whilst sifting through the holdings in Neil Woodford’s Equity Income Portfolio last week, there was one holding which particularly caught my attention. Zegona Communications came to market in March through the placing of 25m shares at 120p…

Cutting positions or taking a loss

Cutting positions or taking a loss

6 mins. to read

Since launching the JIC Portfolio in January 2012 the portfolio is up 114.5% as of Friday 19th June 2015. I have had some losses along the way but in general I have tried to cut losses before they inflict too much damage. The table below shows the nine worst losses in the JIC Portfolio since inception…

Why I have bought shares in Tribal (TRB)

Why I have bought shares in Tribal (TRB)

7 mins. to read

Tribal Group: (TRB.L, FTSE Small Cap Index, Mkt. Capitalisation £147m, 155p and 2.5% of the JIC Portfolio) During the last month I have introduced a new stock to my portfolio, Tribal, the educational software business. I have held this stock in the past, between 25th January and 14th August 2012 before selling too early but…

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