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graemew  Graeme

  • Totally has 106 visits

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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. ...
  • 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?


  • 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 wo ...
  • jvelasco 2012-01-16 08:03
    hi graemew, whats your opinion on tesco lately?

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