Search
John Rosier
Dec 18, 20242 min read
A bleak message from a former holding - Shoe Zone
Shoe Zone (SHOE.L AIM All-Share, Market Cap £38m, 82p, 0 per cent of JIC Portfolio www.shoezone.com/investors  I rarely comment on...
307 views0 comments
John Rosier
Apr 11, 20242 min read
JIC Portfolio Trades - One position sold and added to another
Greggs (GRG.L; FTSE 250. Market capitalisation: £2819m, 2874p, 3.0% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)...
620 views0 comments
John Rosier
Mar 12, 20242 min read
Shoe Zone - Could have done without that!
This is a first - on my mobile in a taxi! I'm away for a few days and having just landed in Turin, I see Shoe Zone is down 14% at 240p....
453 views0 comments
John Rosier
Feb 2, 20241 min read
JIC Portfolio Trades - Four positions were reduced to provide cash for three new positions
#jicportfoliotrade I will be adding three new stocks to the JIC Portfolio today. Two of the holdings are from the 2024 competition. They...
625 views0 comments
John Rosier
Jan 9, 20248 min read
Shoe Zone - Results in line with upgraded forecasts and it is paying a nice final and special dividend
Shoe Zone (SHOE.L AIM All-Share, Market Cap £104m, 225p, 5.1 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
288 views0 comments
John Rosier
Nov 23, 20231 min read
JIC Portfolio Trades
#jicportfoliotrade Shoe Zone (SHOE.L AIM All-Share, Market Cap £98m, 214.5p, 5.0 per cent of JIC Portfolio, (Medium Risk/High Reward,...
528 views0 comments
John Rosier
Nov 15, 20231 min read
JIC Portfolio Trades: Tinkering!
#jicportfoliotrades Shoe Zone (SHOE.L AIM All-Share, Market Cap £109m, 234p, 5.0 per cent of JIC Portfolio, (Medium Risk/High Reward,...
517 views0 comments
John Rosier
Jul 12, 20232 min read
Shoe Zone: Great news - Another big upgrade to forecasts
Shoe Zone (SHOE.L AIM All-Share, Market Cap £109m, 235p, 5.9 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
247 views0 comments
John Rosier
Jul 11, 20236 min read
Current thoughts on my positions - Part I
#portfoliothoughts Bioventix: Last commented on it in March with its interim results – “Another six months of robust growth -dividend up...
753 views0 comments
John Rosier
Jun 9, 20232 min read
Happy Friday! Shoe Zone trading update
Shoe Zone (SHOE.L AIM All-Share, Market Cap £97m, 220p, 5.1 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
303 views0 comments
John Rosier
Jun 6, 20232 min read
Shoe Zone - Falling Price Review
Shoe Zone (SHOE.L AIM All-Share, Market Cap £96m, 209p, 5.1 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
383 views0 comments
John Rosier
May 31, 20234 min read
Shoe Zone - A further £2.25m buyback announced
Shoe Zone (SHOE.L AIM All-Share, Market Cap £100m, 205p, 5.3 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
209 views0 comments
John Rosier
May 16, 20231 min read
JIC Portfolio Trade
#jicportfoliotrade Shoe Zone (SHOE.L AIM All-Share, Market Cap £100m, 205p, 5..0 per cent of JIC Portfolio, (Medium Risk/High Reward,...
492 views0 comments
John Rosier
May 16, 20237 min read
Shoe Zone - Solid half year results
Shoe Zone (SHOE.L AIM All-Share, Market Cap £115m, 235p, 5.4 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
280 views0 comments
John Rosier
Mar 30, 20232 min read
Shoe Zone starts share buyback
Shoe Zone (SHOE.L AIM All-Share, Market Cap £111m, 230p, 5.1 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
238 views0 comments
John Rosier
Mar 16, 20231 min read
News: Ex-dividends and buybacks
After a torrid day yesterday, hopefully, a calmer one today, but life goes on. Shoe Zone goes ex-dividend 11.5p per share today, so for...
499 views0 comments
John Rosier
Mar 2, 20232 min read
Five trades in JIC Portfolio - Tidying up and rejigging! Forecast dividend income increases
#jicportfoliotrade Ecofin Global Utilities and Infrastructure Trust (EGL.L, FTSE Small-Cap Index, Market Cap £242m, 214p, Medium...
655 views0 comments
John Rosier
Feb 21, 20231 min read
JIC Portfolio trade - Added to existing position
#jicportfoliotrade Shoe Zone (SHOE.L AIM All-Share, Market Cap £105m, 234p, 4.0 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0%...
435 views0 comments
John Rosier
Jan 27, 20235 min read
Thumbnail review of each position part IV - stocks 16-22
ME Group International (MEGP.L FTSE Small-Cap Index, Market Cap £488m, 128p, 2.8 per cent of JIC Portfolio, (Medium Risk/High Reward,...
556 views0 comments
John Rosier
Jan 11, 202310 min read
New Position - Shoe Zone
#jicportfoliotrade Shoe Zone (SHOE.L AIM All-Share, Market Cap £105m, 218p, 2.5 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0%...
642 views0 comments