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SDX Energy: Price channel target towards 70p

SDX Energy: Price channel target towards 70p

By Zak Mir

1 mins. to read

Over the years I have shifted somewhat from the technical analysis only approach – if only on the basis that there are hardly any companies I do not interview – and on Twitter one is bombarded by the fundamental argument for many a minnow. SDX Energy (LON:SDX) ticks all the boxes that one would be…

Searching for growth amongst AIM’s New Issues

Searching for growth amongst AIM’s New Issues

By Richard Gill, CFA

1 mins. to read

As I discussed in last month’s edition of Master Investor Magazine, AIM shares had a good year in 2016, with the FTSE AIM All Share Index rising by an impressive 14.2%. However, investors who got involved in AIM’s new issues did even better – although the two sets of performance statistics aren’t comparable directly due…

Evil Knievel

Evil Diaries

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Stamp duty conniptions

Stamp duty conniptions

By Evil Knievil

1 mins. to read

Stamp duty conniptions: readers will remember Osborne upping stamp duty on £1.5m+ properties from 5% to 12% and wondering just who would be muggins enough to pay that. And therefore why the raise had come into being. However, the background was that quite a lot of Conservative voters felt that somehow they were missing out…

Warren will not agree

Warren will not agree

By Evil Knievil

1 mins. to read

The Kraft Heinz bid for Unilever (LON:ULVR) is quite interesting. When preparing for a bid like this it is wise to canvass major shareholders well in advance of parking one’s tanks on the oppo’s lawns. This might have shown that there was/is no discontent with ULVR’s management. On this basis the deal would purely have…

Equities

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Searching for growth amongst AIM’s New Issues

Searching for growth amongst AIM’s New Issues

By Richard Gill, CFA

1 mins. to read

As I discussed in last month’s edition of Master Investor Magazine, AIM shares had a good year in 2016, with the FTSE AIM All Share Index rising by an impressive 14.2%. However, investors who got involved in AIM’s new issues did even better – although the two sets of performance statistics aren’t comparable directly due…

Margin of safety makes Lloyds attractive

Margin of safety makes Lloyds attractive

By Robert Stephens, CFA

5 mins. to read

Lloyds (LON:LLOY) has a valuation which I think is exceptionally cheap. I feel this will be important during 2017, since there are clear risks facing investors. For example, Brexit talks are about to commence and according to the President of the EU Commission, Jean-Claude Juncker, the two-year period will see the EU adopt a tough…

Trading

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SDX Energy: Price channel target towards 70p

SDX Energy: Price channel target towards 70p

By Zak Mir

1 mins. to read

Over the years I have shifted somewhat from the technical analysis only approach – if only on the basis that there are hardly any companies I do not interview – and on Twitter one is bombarded by the fundamental argument for many a minnow. SDX Energy (LON:SDX) ticks all the boxes that one would be…

Eqtec: Golden cross aftermath points to 20p plus

Eqtec: Golden cross aftermath points to 20p plus

By Zak Mir

1 mins. to read

While it may be over egging it to suggest that Eqtec (LON:EQT) is my new favourite minnow, there is plenty on the technical and fundamental side here to appreciate. One of the happy realities for the start of 2017, and for those like myself who love small caps, is that we are very much back…

Economics & Markets

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“Populism” and the Age of Disruption

“Populism” and the Age of Disruption

By Victor Hill

13 mins. to read

The future of politics This week I want to talk politics without getting (party) political. Like many others, as an analyst and investor, post-Brexit and Trump, and with Marine Le Pen likely to win the first round in the French presidential election on 23 April, I have been trying to figure out what it all…

Mellon on the Markets: On the road again

Mellon on the Markets: On the road again

By Jim Mellon

7 mins. to read

Well, I’m on the road again. This time, I’m travelling around the US, in part researching for the new book, which I hope will be out in early May, but will definitely be featured in my talk at Master Investor 2017 on March 25th. The other part of the trip is to observe the US…

Commodities

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Oil majors consider their future

Oil majors consider their future

By Victor Hill

8 mins. to read

A vertebra in the spinal column of the world economy is causing pain. As I write the price of Brent Crude is at US$59.99. According to the Knoema[i] website, the break-even oil price ranges from US$149.90 in Venezuela to US$60.50 in Qatar. So, on that basis, almost no one is making money in oil right…

This factor could hold the key to Tullow Oil’s future

This factor could hold the key to Tullow Oil’s future

By Robert Stephens, CFA

5 mins. to read

Low interest rates have incentivised borrowing in recent years. There has been little reason for companies to reduce their debt levels. Therefore, businesses in a range of sectors have leveraged up their balance sheets in order to improve shareholder returns. This has helped to boost profits and generated higher returns for investors. However, a more…

Funds & Investment Trusts

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Buying opportunity for this market leading small-cap trust

Buying opportunity for this market leading small-cap trust

By Nick Sudbury

4 mins. to read

One of the areas worst affected by Brexit was UK small and mid-cap companies, which sold off heavily in the immediate aftermath of the referendum. These sorts of businesses tend to be more reliant on the health of the country’s economy than the multi-nationals in the FTSE 100 and their share prices have recovered strongly…

The biggest investment trust winners and losers of 2017

The biggest investment trust winners and losers of 2017

By Nick Sudbury

4 mins. to read

It has been a decent start to the year on the markets with the FTSE 100 index up about 100 points (1.4%) year-to-date and the Dow climbing above 20,000 for the first time with a gain of over 600 points, or 3.1%. The indices provide a good idea of the direction and speed of travel,…

Brexit

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Escape from the Brexit Labyrinth

Escape from the Brexit Labyrinth

By Victor Hill

11 mins. to read

Every school kid now knows that if the British government wants to fulfil the will of the British people expressed last June they have “to trigger” or, “to invoke” Article 50 of the Treaty of Lisbon (2007). Prime Minister May has stated that she intends to do this before the end of March 2017. Sadly,…

The Pound will recover in time

The Pound will recover in time

By Victor Hill

10 mins. to read

Regular readers will know my stance on Brexit. And I voted as I did – after much reflection – well aware of the risk of turbulence ahead. Just as I anticipated that the Pound would descend, not in a linear fashion, but in steps. Until, that is, the end-game becomes clear. In a rational world…