Index

Abbeycrest, 2^nd

advertising/media

Aero Inventory

AGM, attending, 2^nd, 3^rd

AIM, shares and ISAs, 2^nd

air cargo restraint

air charter, 2^nd, 3^rd

air filtration companies

Air Partner, 2^nd, 3^rd

alarms

Amos Hinton

AmWINS

animal feeds, 2^nd, 3^rd

Anpario, 2^nd

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, 2^nd, 3^rd, 4^th, 5^th

Barlows

basic principles, long-term view

bathroom accessories, 2^nd

BBA Aviation

bell chimes manufacturers

Ben Bailey, 2^nd

Bilston & Battersea

Biotrace, 2^nd, 3^rd

Bodycote, 2^nd

Border TV

BP

BP Marsh

Bray Technology

Breedon

Bridport

British Vita

Broadcastle, 2^nd

Brock Alarms

Brown Shipley

Brulines

Buffet, Warren

builders’ merchants, 2^nd

building products

business sectors to avoid

business services sector, 2^nd

Cable & Wireless Worldwide, 2^nd, 3^rd, 4^th

capital performance see yearly capital performance

Capital Pub, 2^nd

car care products

caravan parks, 2^nd

chairman’s comments on future, 2^nd

Chancery Trust

Charles Taylor

checklist before investment

chemicals industry

Chemring

Cheshire Whole Foods

chocolate makers

Christie Group, 2^nd, 3^rd

Christie Hospital NHS Trust

cigarette manufacture

Clarkson, 2^nd

clothing companies, 2^nd

Coats Patons

cosmetic suppliers

Company REFS, 2^nd

company visits

Concurrent Technologies

construction services

contamination detection equipment manufacture, 2^nd

conveyor belt specialists

costs of investing

Countryside Properties

Croda

Daejan, 2^nd, 3^rd

data management services

David Lloyd

Dawson Holdings, 2^nd

defence/engineering

Delcam, 2^nd, 3^rd

department stores, 2^nd, 3^rd

directors

non-executive

relationship of trust with

shareholdings, 2^nd

dividend yields, 2^nd, 3^rd

as yardstick for investment decision, 2^nd

drugs distribution

duration of hold

Edger Investments

education

electrical accessories manufacturer

electrical appliances companies, 2^nd, 3^rd, 4^th

electrical products

electro-optical laser specialists, 2^nd

electronics companies

Emerson (Developments) Holdings Ltd

enamellers

engineering companies, 2^nd

environmental services

equity release specialists

Estates & Agency Holdings, 2^nd

F. W. Thorpe, 2^nd

family companies, 2^nd

and takeover bids, 2^nd, 3^rd

valuation

Fenner, 2^nd

finance/bankers, 2^nd, 3^rd, 4^th

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’, 2^nd

‘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), 2^nd

‘New fizz from the kings of Vimto’

‘Patiently waiting for the end-game’

‘Plenty of potential in store’ (James Beattie), 2^nd

‘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, 2^nd

floor coverings manufacturers

food/drinks industry, 2^nd, 3^rd, 4^th, 5^th

foot and mouth disease

Fountains

Fowler, Norman (Lord)

Friedland Doggart

FTSE Small Cap Index

see also family companies

fund supermarkets

furniture manufacturers

garden centres, 2^nd

gearing

as yardstick for investment decision

GET, 2^nd, 3^rd

Gibbs and Dandy, 2^nd

globalisation

Goldrei Foucard, 2^nd

Gooch & Housego, 2^nd

Greene King

Headway, 2^nd

healthcare products, 2^nd, 3^rd, 4^th, 5^th, 6^th, 7^th, 8^th, 9^th

Henry Cooke Lumsden, 2^nd

herd instinct

Heseltine, Michael (Lord)

High Sheriff of Greater Manchester

Hitachi

HMV, 2^nd, 3^rd

Holt Lloyd

hotels/hospitality sector, 2^nd, 3^rd, 4^th

house builders see property developers

ideal companies

inheritance tax, PEPs/ISAs

insurance brokers, 2^nd, 3^rd, 4^th, 5^th, 6^th

insurance industry investor

insurance services, 2^nd

internet companies

investment club membership

investment companies

yardsticks for investment decision

Investors Chronicle

ISAs see PEPs/ISAs

Jack Petchey

James Beattie, 2^nd, 3^rd

James Cropper

James Fisher, 2^nd, 3^rd

James Halstead, 2^nd

James R. Knowles, 2^nd

James Sharp

Jarvis Hotels, 2^nd, 3^rd

Jasmin, 2^nd

jewellery, 2^nd

Joseph Stocks

Kniton

Lee, Lord John

career, 2^nd

career post-politics

childhood

early investments

holdings as at May 2013

non-executive directorships, 2^nd

peerage

political career, 2^nd

portfolio (2003)

profile

leisure industry, 2^nd, 3^rd, 4^th

lenders

lighting manufacturer, 2^nd, 3^rd, 4^th

liquidity

Litho

London Industrial Group

long-term investment

Lookers, 2^nd

McLeod Russel

macro outlook

Madame Tussauds

management buyouts (MBOs)

Manchester and London Investment Trust

marine services, 2^nd

Marshalls

medical equipment

mellomeeting.co.uk

Metalrax

microbiologists

mistakes

failures that could have been avoided

overrating individual’s ability, 2^nd

selling too late, 2^nd

selling too soon, 2^nd

trying to be too clever, 2^nd

warning signs – failure to heed, 2^nd

mobile phones, 2^nd

monitoring systems

motor retailers, 2^nd, 3^rd

MP Evans

MS International, 2^nd

Museum of Science and Industry

net asset values, as yardstick for investment decision

newspaper distributors, 2^nd

Nichols PLC, 2^nd, 3^rd, 4^th

Vimto

non-executive directors

Norcros

Nord Anglia

Norscot Hotels

NWF

oil industry

opportunities, spotting

overseas holdings

papermakers

Park

Parkdean Holidays, 2^nd, 3^rd

Patel, Meera

Paterson Zochonis Cussons (PZC) see PZ Cussons

Peel Holdings, 2^nd

Pendragon

PEPs/ISAs, 2^nd, 3^rd

AIM shares, 2^nd

inheritance tax

successes, 2^nd

pharmaceuticals, 2^nd, 3^rd

Pidcock, Giles, 2^nd

Pifco, 2^nd, 3^rd, 4^th

Pochin’s, 2^nd, 3^rd, 4^th, 5^th, 6^th, 7^th, 8^th

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, 2^nd, 3^rd, 4^th

price movements of shares, ignoring minor

principles, guiding

printing

privatisation issues

property companies, 2^nd, 3^rd, 4^th, 5^th, 6^th, 7^th, 8^th, 9^th

yardsticks for investment decision

property developers, 2^nd, 3^rd, 4^th, 5^th, 6^th, 7^th

property financiers

property investors

publishing, 2^nd, 3^rd

pubs, 2^nd

PZ Cussons, 2^nd, 3^rd, 4^th, 5^th, 6^th, 7^th, 8^th, 9^th

quarrying

Quarto, 2^nd, 3^rd

RAC

records

Refuge Assurance Pension Fund, 2^nd

research

AGM attendance

company visits

meeting directors

publications

sources

retailers see department stores; supermarkets

risk, attitude to

Rothmans

Rowe Evans

Rowton

S&U, 2^nd

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, 2^nd

soaps/toiletries

soft drinks manufacturer

software specialists, 2^nd, 3^rd, 4^th

software systems companies

Sovereign Reversions, 2^nd

stewardship

stock market level

stockbrokers

Stothard Brockbank

subprime market crash

successes

long-term view

PEPs/ISAs, 2^nd

takeovers, 2^nd

through exchange of ideas

supermarkets, 2^nd, 3^rd

Swallowfield

takeovers, 2^nd, 3^rd

PEPs/ISAs

reasons for

spotting targets

and yearly capital performance

taxation PEPs/ISAs

television

textiles, 2^nd, 3^rd

TGI

THB, 2^nd

Thorntons

Titon, 2^nd, 3^rd

toiletries

Town Centre Securities, 2^nd, 3^rd, 4^th, 5^th, 6^th, 7^th, 8^th

trading companies, yardsticks for investment decision

Trafford Park Estates, 2^nd, 3^rd

transaction costs

Treatt, 2^nd

Trust House Forte

United Drug, 2^nd

valuation

dividend yields

family PLCs

price earnings ratios, 2^nd

worth more than stock market capitalisation

venture capitalists

Vianet

Vitec

Vodafone, 2^nd

voucher redemption

Warnford Estates

Warwick-Ching, Lucy 2^nd

Wellington Market Group

Wensum, 2^nd

William Morrison Supermarket

window ventilation, 2^nd, 3^rd

Windsor, 2^nd, 3^rd, 4^th, 5^th

Wintrust, 2^nd

Workspace

WPP

Wyevale, 2^nd

yearly capital performance

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

summary

Young, David (Lord)

Younger, George (Viscount)