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Chart of the Day: Koovs

By Zak Mir

It would appear that a company which has been labelled as the new ASOS (LON:ASC) has a hard act to follow, but so far at least, it can be said that the share price of Koovs appears to be living up to the hype. Koovs (LON:KOOV): Above 60p Zone Targets as High as 120p What…

Zak’s Weekend Chart Round-Up

By Zak Mir

FTSE 100 Stocks Glencore (GLEN): Above 170p Still Targets towards 250p I have to admit that I have something of a Glencore obsession – an affliction exacerbated by the fact that earlier this year it did appear the company may succumb to a financial meltdown. But if the post financial crisis world tells us anything…

Evil Knievel

Evil Diaries

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The Evil Diaries: FastJet, ARM and Mulberry

The Evil Diaries: FastJet, ARM and Mulberry

By Evil Knievil

I may be going mad in that the £13m fundraise through new equity at 50p at FastJet (FJET) (with, it must be added, a warrant to subscribe at 30.5p for each share acquired in the placing) is said to be so arranged – i.e. at a colossal premium to the current price of 35p –…

The Evil Diaries: Sergio Garcia, Labour, Volvere and Beximco

The Evil Diaries: Sergio Garcia, Labour, Volvere and Beximco

By Evil Knievil

I had backed Sergio Garcia eachway with BetFred and squeaked a dividend which has been sufficient to pay for all other losses on the Open. That’s a fluke. Incidentally, BetFred is now the most efficient taker of bets in the country. Further, they will give you a run for your money – that is not…

Equities

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How Growth in Global Air Travel Can Lift Your Portfolio

How Growth in Global Air Travel Can Lift Your Portfolio

By James Faulkner

As featured in this month’s issue of Master Investor Magazine Since the dawn of civilisation humans have been fascinated with the concept of flight. From the legendary flight of Icarus in Ancient Greece and the Renaissance sketches of Leonardo da Vinci, to the Wright Brothers’ first successful manned flight in 1903, we have literally reached…

British Land Has Income Attractions

British Land Has Income Attractions

By Robert Sutherland Smith

Property company shares, like British Land (BLND), are about location, quality of covenant (i.e. are the leaseholders good for the rent?) and rental yield. But like all equities they are also about quality of management. The management of British Land has played the UK’s recent and remarkable UK property boom brilliantly. Beginning speculatively and ending conservatively, with…

Trading

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Chart of the Day: Koovs

Chart of the Day: Koovs

By Zak Mir

It would appear that a company which has been labelled as the new ASOS (LON:ASC) has a hard act to follow, but so far at least, it can be said that the share price of Koovs appears to be living up to the hype. Koovs (LON:KOOV): Above 60p Zone Targets as High as 120p What…

Zak’s Weekend Chart Round-Up

Zak’s Weekend Chart Round-Up

By Zak Mir

FTSE 100 Stocks Glencore (GLEN): Above 170p Still Targets towards 250p I have to admit that I have something of a Glencore obsession – an affliction exacerbated by the fact that earlier this year it did appear the company may succumb to a financial meltdown. But if the post financial crisis world tells us anything…

Economics & Markets

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Alice in Wonderland Economics Gets Even Crazier

Alice in Wonderland Economics Gets Even Crazier

By Victor Hill

Get ready for a world of negative interest rates and helicopter money. The lunatics have taken over the asylum. In May I wrote about how the world of the Zero Interest Rate Policy (ZIRP) was one of Alice in Wonderland economics with all kinds of unforeseen consequences over the long term. And last week I…

Turkexit Is Now a Reality

Turkexit Is Now a Reality

By Filipe R Costa

If I were President Erdogan, I wouldn’t congratulate myself too precipitously upon the failed coup attempt. While his government survived the weekend’s military coup, his country’s future may have been compromised, as Turkey has just exploded the bridge that was guiding Turkey into the bosom of the developed world. This represents the regression of a…

Commodities

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Coal to Power Update

Coal to Power Update

By John Cornford

A fair lot has happened behind the scenes in this still little-known situation where present shares could, in the right circumstances, multi-bag. But the market, if only because such projects are unfamiliar, is still being cautious. For background see our previous blogs from October 2015 onwards. Ncondezi Energy (NCCL) is the first of the four…

Rio Tinto shares – from bombed out to fair value

Rio Tinto shares – from bombed out to fair value

By Robert Sutherland Smith

Rio Tinto (RIO) shares have come from being bombed out earlier this year to fair value. Any fragmenting of confidence in world economic recovery triggered by Brexit will surely depress the shares again? The time has come to have another butchers at Rio Tinto (Rio) after what Japanese pilots used to call a “Heavenly Wind”…

Funds & Investment Trusts

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The Best and Worst Absolute Return Funds after Brexit

The Best and Worst Absolute Return Funds after Brexit

By Nick Sudbury

It sounds a bit harsh judging a fund’s performance over a period of three weeks, but the analysis can provide a useful insight when the timeframe includes a critical event like the EU referendum. The data is particularly relevant for the Targeted Absolute Return sector, which investors rely on to deliver positive gains in all…

The Global Funds Least Exposed to Brexit

The Global Funds Least Exposed to Brexit

By Nick Sudbury

There have been some massive winners and losers since the result of the EU referendum was announced on June 24th. The main casualties have been UK-listed companies exposed to the domestic economy and their European counterparts, with the biggest beneficiaries being international businesses with dollar denominated earnings. It is highly likely that the political and…

Brexit

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Jim Mellon’s Brexit Playbook

Jim Mellon’s Brexit Playbook

By Jim Mellon

This is a piece written by Jim for our friends at the Milken Institute, who were generous enough to allow us to reproduce it here.  Two weeks ago, I pulled my first all-nighter since I was 18. The news that the side I supported—those urging the United Kingdom to leave the European Union—had won the…

The Global Funds Least Exposed to Brexit

The Global Funds Least Exposed to Brexit

By Nick Sudbury

There have been some massive winners and losers since the result of the EU referendum was announced on June 24th. The main casualties have been UK-listed companies exposed to the domestic economy and their European counterparts, with the biggest beneficiaries being international businesses with dollar denominated earnings. It is highly likely that the political and…