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  • KelpieCapital 2012-02-10 12:41
    graemew: Hi Duncan, thanks for adding me as a friend.  I liked your article on Tesco. I recently increased my holding following the price drop. My favourite st
    Hi Graeme,

    I actually have a blog www.kelpie-capital.com where I've written up many of my holdings. I know Reckitts of course, but not as well as you do having read your write up a while ago!
    My favourite UK stock is probably Dart Group but within the FTSE100 its probably TSCO or BSY from a Risk/Reward perspective.

    best for you to comment on the blog or email me at [email protected]

    D
  • graemew 2012-01-27 17:24
    To be honest...this area confuses me quite a lot in general...both with US and in other countries...better to ask a qualified accountant...but when I have some time I will have another look and get back to you...
  • mati 2012-01-23 07:41
    Dear Graemew,

    when analyzing Tesco I'm trying to separate the CAPEX on growth from the real maintenance capex. it is easy to do in the us companies however I can't find the way to do so with Tesco. any idea?

    BR

    m
  • graemew 2012-01-17 16:43
    Hi Juan, nice to hear from you. To be honest I have been rather distracted from investing over the last 3 months. I foolishly decided that it might be an idea to invest some money in my flat that I rent out....but the project got delayed and I had interminable problems with the builders. So not much time for research. I still have a favourable long-term view of Tesco, especially because of their assets in Asia. However my top stock on the London market is still Reckitt Benckiser, which may be worth looking at. My renovation project is just about over and soon I'll be back to my normal research routine. Hope you are having a nice time in Brazil. Cheers Graeme
  • jvelasco 2012-01-16 08:03
    hi graemew, whats your opinion on tesco lately?
  • jvelasco 2011-05-23 14:37
    Hi thanks graemew for accepting me ! How is your experience writing articles for gurufocus, do you get paid by them correctly, on time etc ?
  • mcn 2011-01-13 11:27
    graemew- May i ask, which broker do you use? Thanks
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