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Zak’s Daily Round-Up

By Zak Mir

Market Position: Euro / Dollar above $1.12 Still Targets $1.16 Prudential (PRU): Possible February Resistance Retest One of the more cruel aspects of the stock market over the past year is the way that the emerging markets, and particularly the Far East, have switched from being something for which it is good for companies to…

Themed Watchlist 6

By Adrian Kempton-Cumber

Over the last couple of posts I looked at commodities and concluded that we may be about to see a reversal on some key commodities that, in turn, impact on my themed watchlist, based on the Met Office prediction of two hot record breaking years globally, and my counter analysis that discounted their prediction of…

Evil Knievel

Evil Diaries

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The Evil Diaries: Glencore, Pantheon and Orosur

By Evil Knievil

I bought Glencore (GLEN) again at 94.5p since the argument is unchanged. It all swings round rumours as to GLEN’s success at simple trading. ***** There is still no news of Pantheon (PANR)‘s mega discovery in East Texas. Be of good faith. ***** Although I still reckon Orosur (OMI) is a stonking buy at under…

The Evil Diaries: Orosur, Redt Energy and Glencore

By Evil Knievil

Just as the broken clock is right twice a day one has to admit that the gold price, now $1,173, is bonging along very cheeringly. It is also true that the effect upon junior miners which are definitely in production is electric. In the case of my longstanding obsession, Orosur (OMI), the effect is even…

Equities

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Has Scientific Digital Imaging Reached an Inflection Point?

By Richard Gill, CFA

They say a picture is worth a thousand words. But this one must be worth at least a million. This glorious image was created by technology owned by an interesting AIM listed company, Scientific Digital Imaging  (SDI), which after several years of plodding along now looks like it might be about to take off. The…

AstraZeneca: Longer term attractions?

By Robert Sutherland Smith

AstraZeneca at 4,109p, after the annual report for last year to 31st December 2015. The shares tick a sufficient number of boxes for to make an attractive investment at this level, including maintenance of the dividend and the fact that the share price is towards the bottom of its recent trading range. The big attractions…

Trading

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Zak’s Daily Round-Up

By Zak Mir

Market Position: Euro / Dollar above $1.12 Still Targets $1.16 Prudential (PRU): Possible February Resistance Retest One of the more cruel aspects of the stock market over the past year is the way that the emerging markets, and particularly the Far East, have switched from being something for which it is good for companies to…

Themed Watchlist 6

By Adrian Kempton-Cumber

Over the last couple of posts I looked at commodities and concluded that we may be about to see a reversal on some key commodities that, in turn, impact on my themed watchlist, based on the Met Office prediction of two hot record breaking years globally, and my counter analysis that discounted their prediction of…

Economics & Markets

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QE’s benefits are fading… quickly

By Filipe R Costa

Risk and volatility are increasing rapidly, as investors reassess whether more easing is really a good thing or just the confirmation of a global central banking failure. US markets are way overvalued due to the trillions the FED injected into the market over so many years. At a time industrial production and employment data are…

Deflation? It’s behind you!

By Victor Hill

As seen in the February issue of Master Investor Magazine. If, like me, you’ve spent your entire adult life fearing inflation as the universal bogie, welcome to the pantomime world of Post-Modern economics. Because there’s another bogie even worse: it’s called deflation. For those of you who are not familiar with the great British tradition…

Commodities

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Why are Kefi Minerals’ shares refusing to budge?

By John Cornford

The Holy Grail of the junior mining sector is a miner still cheap but soon to generate the large cash inflow to justify the investment that bankers (and shareholders) will have put up to get it going. With this in mind, investors might be puzzled as to why Kefi Minerals’ (KEFI) shares show no signs…

Will Rio Tinto cut its dividend?

By Robert Sutherland Smith

Rio Tinto (RIO) at 1724p, after the annual production figures. Could the market be considerably under-valuing Rio Tinto because it is too bearish about its cash position? I explain here why that may be the case. The Rio Tinto (RIO) share price (1724p last seen) gives a historic annual dividend yield of around 8.7% (at…

Funds & Investment Trusts

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Resilient performance by Troy Trojan

By Nick Sudbury

The last few months have been a difficult time for investors, but anyone with money in the Troy Trojan fund will have felt a lot more comfortable than most. Over the course of January its multi-asset portfolio returned 1% compared to a 10.1% fall in the FTSE All-Share. It also did reasonably well in 2015…

A volatile month for funds

By Nick Sudbury

January was a difficult month for the world’s stock markets, with weaker economic data in China, the US and the UK casting doubt on the strength of the global recovery. This prompted further intervention by the central banks, with the Bank of Japan adopting negative interest rates on the excess reserves deposited by financial institutions,…

Brexit

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Mr Cameron’s Thin Gruel

By Victor Hill

Then Moses turned and went down from the mountain with the two tablets of the testimony in his hand, tablets which were written on both sides…  Exodus 32:15. We always knew, deep down, that it would be like this. When the much awaited Agreement between Mr Cameron and Mr Tusk (Britain and the EU) was…

The History Boys vote Brexit

By Victor Hill

Finally, the groves of academe have awoken to the sound of gnashing teeth. An assembly of the most eminent British historians has formed a campaign group called Historians for Britain[i]. Their aim is to advance the argument, from a historical perspective of course, that the forthcoming UK-EU IN-OUT referendum is a historic opportunity to go…