Latest

Read more

The Evil Diaries: Pets at Home, Petro Matad and Molins

By Evil Knievil

In recent weeks I have been delayed in being called to supper on Wednesday evenings such that I start watching on Channel 4 a vet, Noel Fitzpatrick, who has a substantial practice, styled Fitzpatrick Referrals, in Surrey. Surrey is not a poor county and therefore there are lots of pet owners who are well heeled.…

A June Rate Hike at the FED?

By Filipe R Costa

Over the last week much ink has been spent in trying to pinpoint the Fed’s next policy moves from a meticulous analysis of April’s FOMC Minutes. But such a precision exercise seems redundant now because, only one week after the Minutes were released, the FED has already cast doubt over everything. Policymakers have been tweaking…

Evil Knievel

Evil Diaries

Read more
The Evil Diaries: Pets at Home, Petro Matad and Molins

The Evil Diaries: Pets at Home, Petro Matad and Molins

By Evil Knievil

In recent weeks I have been delayed in being called to supper on Wednesday evenings such that I start watching on Channel 4 a vet, Noel Fitzpatrick, who has a substantial practice, styled Fitzpatrick Referrals, in Surrey. Surrey is not a poor county and therefore there are lots of pet owners who are well heeled.…

The Evil Diaries: Watchstone and Avingtrans

The Evil Diaries: Watchstone and Avingtrans

By Evil Knievil

The Watchstone (WTG) IR department tell me that the December 2015 results should be out by 31st May. If I am right about this company, the shares should rise sharply on the RNS. ***** The chairman sent me a brief note on Avingtrans (AVG) issued by Hybridan’s William Lynne. In essence AVG is capitalised at…

Equities

Read more
GlaxoSmithKline: Turning a Corner in Q1

GlaxoSmithKline: Turning a Corner in Q1

By Robert Sutherland Smith

The evidence of the optimistic recovery plan at GSK is borne out in the first-quarter results and management have gone as far as they can go in giving confidence to an 80p dividend payout this year and next. The shares represent a well paid rational speculation on longer term earnings recovery, in my opinion.  …

Would Warren Buffett Buy These Small Caps?

Would Warren Buffett Buy These Small Caps?

By Richard Gill, CFA

As seen in the lastest issue of Master Investor Magazine Warren Buffet is considered to be a great man for many reasons. For a start, the words of wisdom in his famous Berkshire Hathaway shareholder letters are so influential that they are widely quoted amongst the investment industry. For example, while working on the Master…

Trading

Read more
Zak’s Daily Round-Up: AAL, GLEN, MKS, AVO and IOF

Zak’s Daily Round-Up: AAL, GLEN, MKS, AVO and IOF

By Zak Mir

Market Direction: Gold Loss of $1,240 Risks towards $1,160 Anglo American (AAL): 570p Support Zone In many ways Anglo American shares have over the past six months and more demonstrated how a classic positive reversal works from a charting perspective. This is because the big turnaround was kicked off by a December–February inverted head &…

Zak’s Daily Round-Up: ADM, KGF, TSCO, WOS, KDR and PHE

Zak’s Daily Round-Up: ADM, KGF, TSCO, WOS, KDR and PHE

By Zak Mir

Market Direction: Euro/Dollar Initial 200 Day Line Support Admiral Group (ADM): October 2,200p Technical Target What we can say in terms of the recent trajectory of the price action of the daily chart of Admiral Group is the way that this is a situation which is perhaps as robust as the bulls might have wished…

Economics & Markets

Read more
A June Rate Hike at the FED?

A June Rate Hike at the FED?

By Filipe R Costa

Over the last week much ink has been spent in trying to pinpoint the Fed’s next policy moves from a meticulous analysis of April’s FOMC Minutes. But such a precision exercise seems redundant now because, only one week after the Minutes were released, the FED has already cast doubt over everything. Policymakers have been tweaking…

How to Play the Bounce in the Aussie

How to Play the Bounce in the Aussie

By Filipe R Costa

The Australian economy has been hit hard by a global decline in the demand for commodities, a fierce currency war between major central banks, and the false prospects of interest rate hikes in the US. Reflecting these deteriorating conditions, the Aussie declined from 1.10 against the US dollar in 2011 to 0.70 in 2015. But,…

Commodities

Read more
Metminco – Getting out of Its Bind

Metminco – Getting out of Its Bind

By John Cornford

Practically all miners saw their shares decimated between 2011 and 2015. Avocet, whom I covered last week, was an extreme example. To look at Metminco‘s (MNC) chart with its shares now at 0.25p against 25p in 2011 might suggest the same. But where I think Avocet is a dead duck (an avocet, unfortunately for my…

Is the Avocet Spike All That It Seems?

Is the Avocet Spike All That It Seems?

By John Cornford

Avocet Mining AIM:AVM 209m shares in issue Back in 2011 when I was contributing to a mining broker’s newsletter – the only one still publishing as the sector set itself up for the second mother of all slumps in only three years – I twice recommended selling Avocet Mining at over 200p. That was when…

Funds & Investment Trusts

Read more
Tight-Fisted Yorkshireman Seeking Bargains: L&G UK Alpha

Tight-Fisted Yorkshireman Seeking Bargains: L&G UK Alpha

By Nick Sudbury

I recently highlighted the possibility that it could be time for value funds to outperform and flagged up some of the closed-ended options operating in this area. There are also a number of interesting open-ended funds that might be worth considering. One of the fund ratings agency FundCalibre’s favourites is the L&G UK Alpha Trust,…

The Fund Managers Who Invest Like Buffett

The Fund Managers Who Invest Like Buffett

By Nick Sudbury

As seen in the lastest issue of Master Investor Magazine Warren Buffett is one of the most successful investors of all time and has amassed a personal fortune of more than $67 billion over a long career stretching back to the 1950s and beyond. If you want to profit directly from his investment expertise you…

Brexit

Read more
Brexit Scenario One Point Zero

Brexit Scenario One Point Zero

By Victor Hill

Wednesday, 22 June 2016 Prime Minister David Cameron says he does not think that rising concerns about the financial condition of certain Eurozone countries will influence British voters tomorrow, though all major opinion polls now put both sides neck-and-neck… Peter Kellner of YouGov says: It’s all now down to who turns up to vote and…

Market Tactics Ahead of the Brexit Vote

Market Tactics Ahead of the Brexit Vote

By Robert Sutherland Smith

The market now resembles one of those challenging Harold Pinter plays where the dialogue of the characters is mysteriously compelling but outwardly meaningless, because Pinter avoids putting it into a plotted or themed context. ‘What’s he on about?’ whispers one member of the audience, nudging the one next to him. ‘No idea!’ responds the ‘nudgee’!…