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Zak’s Weekend Chart Round-Up

By Zak Mir

FTSE 350 Stocks Domino’s Pizza (LON:DOM): Breakout towards 500p Expected It will be interesting to see how the takeaway food market – and Domino’s Pizza’s position within it – maps out with respect to the Just Eat (LON:JE.) and Deliveroo offerings. In the meantime, it would appear that the stock market is keen on the…

Something for the Weekend – Cracks in the DAX?

By Adrian Kempton-Cumber

Whether or not you have kids yourself, you almost certainly were one once. Birthday parties were something I looked forward to. You’d have your besties over on yours and hopefully they’d invite you to theirs. I hear that nowadays the PC brigade bullies parents into having their kids invite the whole class to avoid making…

Evil Knievel

Evil Diaries

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The Evil Diaries: “all in all, it’s a fair bet”

The Evil Diaries: “all in all, it’s a fair bet”

By Evil Knievil

Clearly, the market’s view is that William Hill (WMH) is not going out at 360p. This has enabled me to buy 35,000 at 314p this morning. There must be monopoly enquiry fears if a bidder steps up to the plate and where it is already deeply involved in the British betting business. But there are…

The Evil Diaries: BHS, William Hill and Watchstone

The Evil Diaries: BHS, William Hill and Watchstone

By Evil Knievil

Frank Field is potty. How could he possibly claim that Green is worse than Maxwell? Maxwell engaged in fraudulent accounting and stole from Maxwell Communications and Mirror Group pension funds. There is no suggestion whatsoever that Green has so behaved. About two years ago Green realised that BHS was a hopeless case. He could have…

Equities

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GKN Is Geared for Growth

GKN Is Geared for Growth

By Robert Sutherland Smith

GKN at 290p have pulled back a little on the half-year results. If they were to move down towards 260p again they would be attractive on an estimated dividend yield of 3.6 per cent. In the three years to 31st December 2015 (the financial year end) GKN (LON:GKN), the aviation and automotive engineering company, had two structural…

Is It Time to Jump on the Mining Bandwagon?

Is It Time to Jump on the Mining Bandwagon?

By John Cornford

The ‘efficient market’ theory held sway for quite a time in the ’90s, and for some time afterwards. It held that share prices at all times reflect all that can be possibly known about all the factors that determine their value. When you think about it, that is a pretty sweeping assumption. If there were…

Trading

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Zak’s Weekend Chart Round-Up

Zak’s Weekend Chart Round-Up

By Zak Mir

FTSE 350 Stocks Domino’s Pizza (LON:DOM): Breakout towards 500p Expected It will be interesting to see how the takeaway food market – and Domino’s Pizza’s position within it – maps out with respect to the Just Eat (LON:JE.) and Deliveroo offerings. In the meantime, it would appear that the stock market is keen on the…

Something for the Weekend – Cracks in the DAX?

Something for the Weekend – Cracks in the DAX?

By Adrian Kempton-Cumber

Whether or not you have kids yourself, you almost certainly were one once. Birthday parties were something I looked forward to. You’d have your besties over on yours and hopefully they’d invite you to theirs. I hear that nowadays the PC brigade bullies parents into having their kids invite the whole class to avoid making…

Economics & Markets

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Oil May Derail Russian Stocks (Again)

Oil May Derail Russian Stocks (Again)

By Filipe R Costa

Back in 2014, and mostly due to the slump in oil prices, Russia fell into a downward spiral that saw the value of its currency slashed and its economy enter a recession. Almost two years later, the currency and the stock market market have recovered, but the economy is still underwater, with GDP declining for…

An Inconvenient Truth for Liberals: Vote Donald, Get Peace

An Inconvenient Truth for Liberals: Vote Donald, Get Peace

By Victor Hill

Letter to my American friends. The Donald will reach an accommodation with Russia. The alternative could be too awful to contemplate. This thought has momentous importance for investors – and indeed anyone who cares about the future. Now I know many readers may not like Donald Trump, and that he has offended people – women,…

Commodities

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Is It Time to Jump on the Mining Bandwagon?

Is It Time to Jump on the Mining Bandwagon?

By John Cornford

The ‘efficient market’ theory held sway for quite a time in the ’90s, and for some time afterwards. It held that share prices at all times reflect all that can be possibly known about all the factors that determine their value. When you think about it, that is a pretty sweeping assumption. If there were…

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…

Funds & Investment Trusts

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A Possible Brexit Bargain: Fidelity Special Values

A Possible Brexit Bargain: Fidelity Special Values

By Nick Sudbury

The surprise result of the EU referendum created a lot of panic selling and although most of the Brexit bargains have now recovered there are still one or two opportunities to pick up a good long-term core portfolio holding at an attractive entry level. A prime example is Fidelity Special Values (LON:FSV), a £500m investment…

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…

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…