Qualiport
1999 Archive

January | February | March | April | May | June | July | August | September | October | November | December

2005, 2004, 2003, 2002, 2001, 2000, 1999, 1998, 1997

December

• 29/12/99 -- Buy DodgyShares.com
• 22/12/99 -- Berkshire Hathaway? No thanks!
• 20/12/99 -- Going Mechanical
• 17/12/99 -- Which One to Sell?
• 15/12/99 -- Less is More
• 13/12/99 -- Sell To Buy?
• 10/12/99 -- Investing or Speculating
• 08/12/99 -- Emulating Buffett -- the LTBH pitfalls
• 06/12/99 -- Television -- Gateways and Content
• 03/12/99 -- Blurring the Qualiport
• 01/12/99 -- Margin of Safety

November

• 29/11/99 -- Sure-fire Internet Losers
• 26/11/99 -- One-Man Bands
• 24/11/99 -- Getting To Know You
• 22/11/99 -- A Pack Of Unilever Wolves
• 19/11/99 -- Cuddly Management
• 17/11/99 -- The Glitch
• 15/11/99 -- Emap's Cheery Numbers
• 12/11/99 -- Hubristic statements
• 10/11/99 -- Sooner Or Later, Value Counts
• 08/11/99 -- A Misys Savoy Jolly
• 05/11/99 -- Unilever, could there be a more boring company?
• 03/11/99 -- Fair Value Vodafone?
• 01/11/99 -- Wonderfully Internet

October

• 29/10/99 -- Y2K and Tech Stuff
• 27/10/99 -- When To Sell
• 25/10/99 -- Another Buy? Surely Not!
• 22/10/99 -- How will Y2K affect the Qualiport?
• 20/10/99 -- Another Buy!
• 18/10/99 -- A Foolish Top-Up
• 15/10/99 -- Be Careful What You Wish For
• 13/10/99 -- Does Valuation Still Matter?
• 11/10/99 -- Get Real!
• 08/10/99 -- More on Misys
• 06/10/99 -- Misys, a Bit Less Mysterious
• 04/10/99 -- Market Timing Is Bunk
• 01/10/99 -- The Qualiport -- Difficult Times

September

• 29/09/99 -- Fearful EMAP
• 27/09/99 -- Sterling Returns
• 24/09/99 -- Small Derailment, Quite a Lot Hurt
• 22/09/99 -- Fool Buys
• 20/09/99 -- Up, up and...
• 17/09/99 -- Unilever v P&G
• 15/09/99 -- Deep Pan Analysis
• 13/09/99 -- Pizza IS Good For You
• 10/09/99 -- Back from the Wilds
• 08/09/99 -- Discount Pizza
• 06/09/99 -- DCF, EVA, PIZ and EMA
• 03/09/99 -- Gone Golfing
• 01/09/99 -- Buy Vodafone at 6400p?

August

• 27/08/99 -- A Good Lunch, Old Boy
• 25/08/99 -- Learning Collectively
• 23/08/99 -- Another Side of Value
• 20/08/99 -- Rentokil Ex-Growth?
• 18/08/99 -- Mr "Substantially"
• 16/08/99 -- Results Galore
• 13/08/99 -- Independent's Day
• 11/08/99 -- Looking Forward
• 09/08/99 -- October in Disguise?
• 06/08/99 -- Keeping up the Pace
• 04/08/99 -- Yahoo! -- Internet Strife
• 02/08/99 -- Melting Away

July

• 30/07/99 -- When does a correction become a crash?
• 28/07/99 -- Pizza Bears & Bulls
• 26/07/99 -- Be Prepared
• 23/07/99 -- Thwack!
• 21/07/99 -- Misys Preview
• 19/07/99 -- Anyone For Pizza?
• 16/07/99 -- The AGM Season
• 14/07/99 -- Becoming UnFoolish?
• 12/07/99 -- Three Times The Action
• 09/07/99 -- From Russia with Toothpaste
• 07/07/99 -- Bearish On Voda
• 02/07/99 -- Going Dotty on Brands

June

• 30/06/99 -- Brands, Brands, Brands
• 25/06/99 -- A Perfect Market
• 23/06/99 -- Lloyds Scottish TSB Widows
• 18/06/99 -- Sunny Days
• 16/06/99 -- Anyone For the Chop?
• 11/06/99 -- The 100 Days of Summer
• 09/06/99 -- Vodafone 2009?
• 04/06/99 -- Change Could Be Good
• 02/06/99 -- J Sainsbury and M&S, Brothers?

May

• 28/05/99 -- Seeking a Replacement
• 26/05/99 -- Fool Sells
• 21/05/99 -- Ratio Analysis
• 19/05/99 -- M&S A Sell?
• 12/05/99 -- Thanks for the Memories
• 07/05/99 -- All Together Now...
• 05/05/99 -- Qualiport Goes Mechanical
• 01/05/99 -- Notes From the Prescription Pad

April

• 30/04/99 -- Sell in May and Go Away
• 28/04/99 -- Almost Positive
• 23/04/99 -- The New Toy
• 21/04/99 -- Fool Buys
• 16/04/99 -- Qualiport Woe
• 14/04/99 -- A Misys Snapshot
• 09/04/99 -- Quarterly Review
• 07/04/99 -- The Holiday Test

March

• 31/03/99 -- Return on Equity, Part 2
• 24/03/99 -- Lessons from the Temple of Wisdom
• 19/03/99 -- Quality Wins
• 17/03/99 -- Is Guinness Good for You?
• 12/03/99 -- Independence Day
• 10/03/99 -- Life After Rentokil
• 04/03/99 -- Vodafone Valued
• 03/03/99 -- Rentokil -- Caught in a Trap?

February

• 26/02/99 -- Vodafone Close?
• 24/02/99 -- A Unilever Special
• 19/02/99 -- Glaxo Results and Decision
• 17/02/99 -- Dell Diving
• 12/02/99 -- Going Deeper Into Glaxo
• 10/02/99 -- Anyone for Pizza?
• 05/02/99 -- Paper vs Real Portfolio
• 03/02/99 -- Accounting for Dell

January

• 29/01/99 -- Monopoly Power
• 27/01/99 -- Gut Feel
• 22/01/99 -- Fool Buys Dell
• 20/01/99 -- Patients Required
• 15/01/99 -- The Art of Denial
• 13/01/99 -- Hold Onto Your Hats
• 08/01/99 -- Two Added to Qualiwatch
• 06/01/99 -- On the Back Foot