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thanks for the link Graemsay. But to me these are still operational issues rather than structural issues. However operational issues can still take time to work themselves through, maybe several years. During this time the Mr Market with his typical short term view, could well price Tesco...

buying high and selling higher might be axiomatic (nice word by the way), yet how many traders fail to do it when the pressure is on. Look at all the big trader blow ups, Nick Leeson whos trading blew up bearings bank, 2011: some trader at UBS; going into the financial crisis a trader at one...

To requote evand: If the share price isnt rising or falling, the market thinks either the particular share is crap, the sector it is in is crap, and/or the overall market is crap at that time. Could be either one, two or all 3. But the signal is 'dont buy'. This is another perceptive...

i am not sure whether evand ment deification, diversification, or deworsification. What ever the case, it DOESNT DETRACT from evands initial post, which i think is top quality, at least for the current times.

You have hit the nail on the head, TESCO still has growth opportunities overseas (although i question its US foray). In the UK its pretty much at saturation point In addition margin expansion has come from squeezing every bit of efficiency out of the business (read cost cutting, insufficient...

Well my fellow Australian investors, there are some people on this forum that constantly bad mouth buffett, but here is an opportunity in my opinion. TESCO Why? this is a mixture of high AU$ and low UK price against a company with high long term barriers to entry. You even have a...

i'm surprised nobody has commented on this approach Evand. In my opinion this is the best comment in this whole thread. It its application should be mandatory when trading. Why because trading involves profiting from the movement in share prices not the underlying intrinsic value of the...