Index
Abbeycrest, 2nd
advertising/media
Aero Inventory
AGM, attending, 2nd, 3rd
AIM, shares and ISAs, 2nd
air cargo restraint
air charter, 2nd, 3rd
air filtration companies
Air Partner, 2nd, 3rd
alarms
Amos Hinton
AmWINS
animal feeds, 2nd, 3rd
Anpario, 2nd
arbitration/claims services
Associated British Ports
Association of Leading Visitor Attractions
Aviation & Shipping
aviation industry
bad luck
Bahru Rubber Estates
Baker, Kenneth (Lord)
baking ingredient manufacturer
bankers/finance, 2nd, 3rd, 4th, 5th
Barlows
basic principles, long-term view
bathroom accessories, 2nd
BBA Aviation
bell chimes manufacturers
Ben Bailey, 2nd
Bilston & Battersea
Biotrace, 2nd, 3rd
Bodycote, 2nd
Border TV
BP
BP Marsh
Bray Technology
Breedon
Bridport
British Vita
Broadcastle, 2nd
Brock Alarms
Brown Shipley
Brulines
Buffet, Warren
builders’ merchants, 2nd
building products
business sectors to avoid
business services sector, 2nd
Cable & Wireless Worldwide, 2nd, 3rd, 4th
capital performance see yearly capital performance
Capital Pub, 2nd
car care products
caravan parks, 2nd
chairman’s comments on future, 2nd
Chancery Trust
Charles Taylor
checklist before investment
chemicals industry
Chemring
Cheshire Whole Foods
chocolate makers
Christie Group, 2nd, 3rd
Christie Hospital NHS Trust
cigarette manufacture
Clarkson, 2nd
clothing companies, 2nd
Coats Patons
cosmetic suppliers
Company REFS, 2nd
company visits
Concurrent Technologies
construction services
contamination detection equipment manufacture, 2nd
conveyor belt specialists
costs of investing
Countryside Properties
Croda
Daejan, 2nd, 3rd
data management services
David Lloyd
Dawson Holdings, 2nd
defence/engineering
Delcam, 2nd, 3rd
department stores, 2nd, 3rd
directors
non-executive
relationship of trust with
shareholdings, 2nd
dividend yields, 2nd, 3rd
as yardstick for investment decision, 2nd
drugs distribution
duration of hold
Edger Investments
education
electrical accessories manufacturer
electrical appliances companies, 2nd, 3rd, 4th
electrical products
electro-optical laser specialists, 2nd
electronics companies
Emerson (Developments) Holdings Ltd
enamellers
engineering companies, 2nd
environmental services
equity release specialists
Estates & Agency Holdings, 2nd
F. W. Thorpe, 2nd
family companies, 2nd
and takeover bids, 2nd, 3rd
valuation
Fenner, 2nd
finance/bankers, 2nd, 3rd, 4th
Financial Times articles (Lucy Warwick-Chang), ‘How can I do what he’s done?’
Financial Times articles (Lord John Lee)
‘A good prospect on paper’
‘All aboard for growth at the new Fisher’
‘Anpario provides some food for thought’
‘At least I made it to the buffet’
‘Dicing with dividends’, 2nd
‘Family values at a discount’ (Daejan)
‘Hardly a fool or a knave in sight’
‘How I made £1m from £126,200’
‘Investment lessons in a tough school’
‘Jewellery shares acquire extra sparkle’ (Abbeycrest)
‘Misunderstood and undervalued’ (Quarto), 2nd
‘New fizz from the kings of Vimto’
‘Patiently waiting for the end-game’
‘Plenty of potential in store’ (James Beattie), 2nd
‘Profit-taking with a catch’
‘Proof I’m in it for the long haul’
‘Property has provided me with firm foundations’
‘Raise a glass to a solid earner’
‘Read their lips and accounts’
‘Share prices can belie true value’ (Christie Group)
‘Tailored for both comfort and fit’ (Wensum)
‘Take your direction from the directors’
‘Time at an AGM is time well spent’
‘Unloved, unwanted and undervalued’ (Pifco)
‘Windsor brings a touch of class’
‘Years of patience pay off with Pifco’
flavours/fragrances manufacturer, 2nd
floor coverings manufacturers
food/drinks industry, 2nd, 3rd, 4th, 5th
foot and mouth disease
Fountains
Fowler, Norman (Lord)
Friedland Doggart
FTSE Small Cap Index
see also family companies
fund supermarkets
furniture manufacturers
garden centres, 2nd
gearing
as yardstick for investment decision
GET, 2nd, 3rd
Gibbs and Dandy, 2nd
globalisation
Goldrei Foucard, 2nd
Gooch & Housego, 2nd
Greene King
Headway, 2nd
healthcare products, 2nd, 3rd, 4th, 5th, 6th, 7th, 8th, 9th
Henry Cooke Lumsden, 2nd
herd instinct
Heseltine, Michael (Lord)
High Sheriff of Greater Manchester
Hitachi
HMV, 2nd, 3rd
Holt Lloyd
hotels/hospitality sector, 2nd, 3rd, 4th
house builders see property developers
ideal companies
inheritance tax, PEPs/ISAs
insurance brokers, 2nd, 3rd, 4th, 5th, 6th
insurance industry investor
insurance services, 2nd
internet companies
investment club membership
investment companies
yardsticks for investment decision
Investors Chronicle
ISAs see PEPs/ISAs
Jack Petchey
James Beattie, 2nd, 3rd
James Cropper
James Fisher, 2nd, 3rd
James Halstead, 2nd
James R. Knowles, 2nd
James Sharp
Jarvis Hotels, 2nd, 3rd
Jasmin, 2nd
jewellery, 2nd
Joseph Stocks
Kniton
Lee, Lord John
career, 2nd
career post-politics
childhood
early investments
holdings as at May 2013
non-executive directorships, 2nd
peerage
political career, 2nd
portfolio (2003)
profile
leisure industry, 2nd, 3rd, 4th
lenders
lighting manufacturer, 2nd, 3rd, 4th
liquidity
Litho
London Industrial Group
long-term investment
Lookers, 2nd
McLeod Russel
macro outlook
Madame Tussauds
management buyouts (MBOs)
Manchester and London Investment Trust
marine services, 2nd
Marshalls
medical equipment
mellomeeting.co.uk
Metalrax
microbiologists
mistakes
failures that could have been avoided
overrating individual’s ability, 2nd
selling too late, 2nd
selling too soon, 2nd
trying to be too clever, 2nd
warning signs – failure to heed, 2nd
mobile phones, 2nd
monitoring systems
motor retailers, 2nd, 3rd
MP Evans
MS International, 2nd
Museum of Science and Industry
net asset values, as yardstick for investment decision
newspaper distributors, 2nd
Nichols PLC, 2nd, 3rd, 4th
Vimto
non-executive directors
Norcros
Nord Anglia
Norscot Hotels
NWF
oil industry
opportunities, spotting
overseas holdings
papermakers
Park
Parkdean Holidays, 2nd, 3rd
Patel, Meera
Paterson Zochonis Cussons (PZC) see PZ Cussons
Peel Holdings, 2nd
Pendragon
PEPs/ISAs, 2nd, 3rd
AIM shares, 2nd
inheritance tax
successes, 2nd
pharmaceuticals, 2nd, 3rd
Pidcock, Giles, 2nd
Pifco, 2nd, 3rd, 4th
Pochin’s, 2nd, 3rd, 4th, 5th, 6th, 7th, 8th
political career
Liberal Democrats
peerage
resignation from Conservative Party
Pontins
portfolio construction
attitude to risk
overseas holdings
rational and irrational purchases
size
time taken to build
when to sell
ports
Pressure Technologies
price earnings ratios, 2nd, 3rd, 4th
price movements of shares, ignoring minor
principles, guiding
printing
privatisation issues
property companies, 2nd, 3rd, 4th, 5th, 6th, 7th, 8th, 9th
yardsticks for investment decision
property developers, 2nd, 3rd, 4th, 5th, 6th, 7th
property financiers
property investors
publishing, 2nd, 3rd
pubs, 2nd
PZ Cussons, 2nd, 3rd, 4th, 5th, 6th, 7th, 8th, 9th
quarrying
Quarto, 2nd, 3rd
RAC
records
Refuge Assurance Pension Fund, 2nd
research
AGM attendance
company visits
meeting directors
publications
sources
retailers see department stores; supermarkets
risk, attitude to
Rothmans
Rowe Evans
Rowton
S&U, 2nd
sale, timing
Saltoon Group
Samuel Heath
Second City Securities
September 11th
sharesoc.org
shipbrokers
shipping companies
shipping services
short-term lenders
shower and tile specialists
Silentnight
Singer & Friedlander
Slater Walker
Smith & Nephew
Smiths News, 2nd
soaps/toiletries
soft drinks manufacturer
software specialists, 2nd, 3rd, 4th
software systems companies
Sovereign Reversions, 2nd
stewardship
stock market level
stockbrokers
Stothard Brockbank
subprime market crash
successes
long-term view
PEPs/ISAs, 2nd
takeovers, 2nd
through exchange of ideas
supermarkets, 2nd, 3rd
Swallowfield
takeovers, 2nd, 3rd
PEPs/ISAs
reasons for
spotting targets
and yearly capital performance
taxation PEPs/ISAs
television
textiles, 2nd, 3rd
TGI
THB, 2nd
Thorntons
Titon, 2nd, 3rd
toiletries
Town Centre Securities, 2nd, 3rd, 4th, 5th, 6th, 7th, 8th
trading companies, yardsticks for investment decision
Trafford Park Estates, 2nd, 3rd
transaction costs
Treatt, 2nd
Trust House Forte
United Drug, 2nd
valuation
dividend yields
family PLCs
price earnings ratios, 2nd
worth more than stock market capitalisation
venture capitalists
Vianet
Vitec
Vodafone, 2nd
voucher redemption
Warnford Estates
Warwick-Ching, Lucy 2nd
Wellington Market Group
Wensum, 2nd
William Morrison Supermarket
window ventilation, 2nd, 3rd
Windsor, 2nd, 3rd, 4th, 5th
Wintrust, 2nd
Workspace
WPP
Wyevale, 2nd
yearly capital performance
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
summary
Young, David (Lord)
Younger, George (Viscount)