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Here I go again...

24/7/2015

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...on my own (hmm I do believe that is a song) - as I'm about to suggest going Against the Grain (RIP Rory) and over ride my Compound Income Scores. Before that an apology for the late post today. This was due to a fault on my Broadband which I had to get sorted with an engineers visit this morning hence no internet. This explains the poor quality of my interview on the podcast yesterday with bits dropping out.

Any way the stock concerned today is one I got into recently thanks to the Compound Income Scores and the fact that it had made it into the Compound Income Scores Mechanical Portfolio. This was Alliance Pharma (APH) which I wrote up a few months back when I suggested it as a buy on weakness below 40p. Fortunately I followed my own advice and bought into this one when it then dipped below 40p. I must admit I was not expecting much from it in the short term apart from collecting the final dividend as it has been a pretty pedestrian stock in recent years. However, I was hopeful that it might be able to re-rate gradually and perhaps hit 50p.

So I was pleasantly surprised in recent weeks when it not only went XD the final but has stormed through 50p without much in the way of new news apart from a positive sounding in line trading update earlier this month. They have however continued to talk about doing more deals, so perhaps a deal is on the way and they have ramped up ahead of this or perhaps it is just a genuine re-rating – I guess as ever time will tell.

Looking at the chart however it is now quite extended and overbought. So with the shares now also looking more fairly valued on 15x with a 2.2% yield plus given not much has changed and this one does have a habit of flat lining like its earnings, I have exited up here. However, as it continues to score well with a CIS of 96 so it is likely to remain in the Mechanical portfolio for now. So I'll be able to see how it does and repent at my leisure for selling a winner and going against momentum and the Scores if it goes onto deliver much greater returns!

So with the title of this piece in mind here is another music video for you to go with the Rory Gallagher link at the beginning. For younger readers he is no relation of the Oasis brothers but was a great Irish guitarist who sadly died too young but is worth checking out if you like rock music and you are not familiar with his work.

Talking of music I saw reports on some "interesting research” from professors in Cambridge about how your personality type might explain the music you like. It seems analytical types might be expected to like rock music and this report about it seems to confirm that I almost certainly fall, unsurprisingly, into the analytical category as the Spotify play list included within it mostly rocks as far as my analysis is concerned, although I draw the line at The Prodigy & I'm not too sure about Art Ensemble of Chicago (too jazzy for my taste) or Red Velvet (too poppy).

Finally, on the subject of play lists I have found the BBC play lister gadget on their on line radio service quite good for saving tunes you like and new music which you might otherwise hear but not have a clue who it was by. I have discovered quite a few good new artist this way – so if you like music too then it might be worth checking this out as you can also then share it with Deezer, Spotify and I-tunes and playyour saved tracks there too, which is quite cool.

Any way sorry about all this chat about music as I'm sure most of you are not here to hear about that  - perhaps I should set up a sister site to talk about music? But just to show I'm not completely stuck in a rocky rut as far as my music is concerned check out this fine new album called Pageant Material from a country singer called Kacey Musgraves – yea ha have a great weekend ye' all.


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