Simon Thompson's picks bargain shares using Ben Graham's value investing methods

Simon Thompson's Bargain Portfolio

ABOUT THIS PORTFOLIO

A collection of value shares selected using Ben Graham's investing ideas

Company	TIDM	Opening offer price on Friday 8 Feb 2013 (GBX)	Bid price on 26 March 2013	Dividends paid (GBX)	Total return (%)
Terrace Hill	THG	15.4	19.75	0	28.2%
Randall & Quilter	RQIH	113.3	135	0	19.2%
Fairpoint	FRP	98.25	115	0	17.0%
Inland Homes	INL	23.5	27	0	14.9%
Oakley Capital Investments	OCL	139.7	156	0	11.7%
Polo Resources	POL	24.53	26.75	0	9.1%
Noble Investments	NBL	199.4	215	0	7.8%
Trifast	TRI	51.9	54	0	4.0%
Cairn Energy	CNE	287.2	281.4	0	-2.0%
Heritage Oil	HOIL	202.3	182.3	0	-9.9%
Average	.	.	.	.	10.00%
FTSE All-Share	.	3275	3374	.	3.00%
FTSE Small Cap	.	3659	3776	.	3.20%
FTSE Aim index	.	742	731	.	-1.50%

Bargain shares update

03 May 2013

Our companies editor updates some of his recommendations from his 2013 Bargain share portfolio

'Strip out cash holdings and the company's investment portfolio is being valued at only 50 per cent of the carrying value of its assets even though there is clear potential for valuation uplifts from investments accounting for a combined 60 per cent of the company's portfolio'
Bumper small-cap gains

18 March 2013

Our companies editor has good news to report on a number of the companies he is actively following

'Adopting a disciplined approach of buying the dips on my watchlist of shares has paid hefty rewards as we have been able to take advantage of a number of repeat buying opportunities'
A flying start

21 February 2013

'Our companies editor's 2013 Bargain share portfolio is off to a flying start and with good reason.'

"In light of these large disposals (inline with book value), other investors have cottoned on that there is significant value in the company's shares which still trade on an unwarranted 22 per cent discount to book value."
How the 2012 Bargain Shares portfolio fared

08 February 2013

Simon Thompson reviews the 2012 Bargain Share portfolio.
Bargain shares 2013

08 February 2013

Investors Chronicle Bargain Shares portfolios have beaten the market in all bar two of the past 14 years. Now Simon Thompson reveals his value picks for 2013. They're an absolute steal