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Zak’s Weekend Chart Round-Up

By Zak Mir

FTSE 100 Stocks Barratt Developments (BDEV): Initial Rebound Prospects It is interesting that even though the housebuilders have enjoyed the benefits of zero interest rates and capital flight from the bust EU and elsewhere, the Brexit has really given them a painful initial mark down. This is surprising given the way that there is little…

Chart of the Day: Randgold Resources

By Zak Mir

On a day of shock, surprise, and perhaps for some, horror, on the stock market there was a golden performer. This came in the form of West Africa focused mining play Randgold Resources, one of the most consistent and impressive gold miners on the UK market. The initial mark up here was by over a…

Evil Knievel

Evil Diaries

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The Evil Diaries: Tesla and Churchill Mining

The Evil Diaries: Tesla and Churchill Mining

By Evil Knievil

It took some time to get a proper attack of the wobbles but Tesla (TSLA) finally obliged last night closing down $25 at $192 after hours on the news of Tesla’s scheme to merge with Solar City (SCTY), another Musk promotion. Apparently, Musk’s argument is that the sort of people who buy Tesla motor cars…

The Evil Diaries: Churchill Mining and Circassia Pharma

The Evil Diaries: Churchill Mining and Circassia Pharma

By Evil Knievil

I first encountered Jacob Rees-Mogg about fifteen years ago when he, his father and I were speakers at an investment conference. I reckoned Jacob was a bit of a prig. Then, about eighteen months ago, I saw him on Channel 4 speaking at a Bingo meeting of northern women. I thought his tone was condescending…

Equities

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Tesco – Q1 Results

Tesco – Q1 Results

By Robert Sutherland Smith

Postscript Brexit observations… Tesco’s first-quarter results were good and encouraging. The Brexit vote will of course impact upon UK activities but we are reminded that Tesco still retains a now prospering overseas business which may possibly benefit from a weaker pound.  The shares (last seen) have fallen 4 per cent to 161p. They remain good value on fundamentals, but Brexit…

Best of the Best

Best of the Best

By Richard Gill, CFA

At the end of May this year there were 1,016 companies listed on AIM, representing a range of industries, countries and sectors. With 118 constituents Mining is the largest sector on the junior market, followed by Software & Computer Services at 101, Support Services at 97 and then General Financial stocks at 96. While companies…

Trading

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Zak’s Weekend Chart Round-Up

Zak’s Weekend Chart Round-Up

By Zak Mir

FTSE 100 Stocks Barratt Developments (BDEV): Initial Rebound Prospects It is interesting that even though the housebuilders have enjoyed the benefits of zero interest rates and capital flight from the bust EU and elsewhere, the Brexit has really given them a painful initial mark down. This is surprising given the way that there is little…

Chart of the Day: Randgold Resources

Chart of the Day: Randgold Resources

By Zak Mir

On a day of shock, surprise, and perhaps for some, horror, on the stock market there was a golden performer. This came in the form of West Africa focused mining play Randgold Resources, one of the most consistent and impressive gold miners on the UK market. The initial mark up here was by over a…

Economics & Markets

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Protecting a Portfolio against Inflation

Protecting a Portfolio against Inflation

By Filipe R Costa

“It pounds daily on the nerves: the insanity of numbers, the uncertain future… An epidemic of fear and naked need: lines of shoppers, long since a customary sight, once more form in front of shops, first in front of one, then in front of all… The lines always send the same signal: the city, the…

What Could Brexit Mean for Millennials?

What Could Brexit Mean for Millennials?

By Caroline Drewett

As seen in the lastest issue of Master Investor Magazine This month, you’d have had to have been living under a rock to avoid the Brexit discussions. Whether it’s Boris shouting from the rooftops ‘Knickers to the pessimists and the merchants of gloom’, or Cameron declaring that World War III might be triggered by Brexit,…

Commodities

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Sirius Minerals: an Update

Sirius Minerals: an Update

By John Cornford

AIM: SXX Shares in issue: 2,295m Market cap @19p: £436m Back in March I advised not to chase Sirius Minerals, which had spiked on publication of the DFS for its planned potash mine in Yorkshire. As potentially a large, domestic, very long lived and profitable project it will, one day, loom large in the investment…

Ready to Fire Up: Coal to Power Stocks

Ready to Fire Up: Coal to Power Stocks

By John Cornford

Progress of one sort or another is being made at all four of the coal to power projects (in Tanzania, Mozambique, and Pakistan) owned by AIM companies that I first described back in the November Magazine. I follow them because with extremely large project costs and investment sums at stake, against the present extremely small…

Funds & Investment Trusts

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The Pitfalls of Open-Ended Property Funds

The Pitfalls of Open-Ended Property Funds

By Nick Sudbury

Investors with long memories may have been spooked by the recent activity in the Investment Association’s property sector. A number of fund providers, including Aberdeen, Henderson, M&G and Standard Life Investments, have switched from their normal offer price to the lower bid or mid price. This has reduced the value of these holdings by as…

Head in the Cloud

Head in the Cloud

By Nick Sudbury

As seen in the lastest issue of Master Investor Magazine Investing in companies that develop or utilise new technology can be a rewarding but risky business. If you had money in the markets during the run up to the dot.com bubble that burst so dramatically in March 2000, you will know exactly what I mean.…

Brexit

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In the Cold Light of Dawn

In the Cold Light of Dawn

By Victor Hill

Gosh. Have I missed something? I hate it when Swen prods me like that when I’m fast asleep in my favourite comfy chair. Did you say we’ve voted out? Told you so. It was when I was having lunch with Evil about a month ago that I started getting vibes. We discussed the bookies odds…

This Referendum Is about Governance

This Referendum Is about Governance

By Master Investor

By Alex Story of Leave.EU The key question in this referendum is: Does the UK wish to be free or not? Amidst the noise that has been generated by the referendum to either remain or leave the European Union, much of the discussion seems to have revolved around derivatives issues, in particular growth and border…