Richard Gill, CFA

Pump up your portfolio with The Gym Group

Pump up your portfolio with The Gym Group

6 mins. to read

Currently two weeks into a self-imposed January booze ban my newly refreshed brain got thinking about the economic impact caused by the many drinkers who abstain from alcohol at this time of year. “Dry January”, as it is commonly known, is in fact a relatively recent phenomenon, with the trademark being registered by the charity…

The UK Stock Market Almanac 2016

The UK Stock Market Almanac 2016

5 mins. to read

As featured in the December issue of Master Investor Magazine. A book review by Richard Gill, CFA With another year soon to be upon us investors are welcoming the return of an annual classic, The UK Stock Market Almanac. Author Stephen Eckett has once again updated his seminal handbook in order to guide investors and…

Get back into gold with Caledonia Mining

Get back into gold with Caledonia Mining

7 mins. to read

Investors hoping that the 4.9% losses seen from the FTSE 100 in 2015 will be reversed quickly have been disappointed so far this year. The blue-chip index has fallen by over 300 points already as contagion from a stock market plunge in China has spread, caused by the ever present growth slowdown fears. In reaction,…

Starcom back on track?

Starcom back on track?

6 mins. to read

Just after Christmas last year investors got excited with tracking products business Starcom (STAR) as the firm announced a tie up with a Porsche dealership in Germany to supply one of its products. On the back of the deal the shares surged by 258%. But since then they have come back down to near all-time…

Value to be found in the latest IPOs? Hostelworld and Ibstock

Value to be found in the latest IPOs? Hostelworld and Ibstock

8 mins. to read

Following a quiet summer period for initial public offerings (IPOs) the London new issue market has now come back to life. October saw seven new companies join the main market of the London Stock Exchange, raising a total of just under £1.65 billion. So far this year £6.1 billion of new money has been raised.…

McColl’s Retail – a super market investment?

McColl’s Retail – a super market investment?

6 mins. to read

Figures released last week by Kantar Worldpanel on the Great Britain grocery sector did not make good reading for the London listed supermarkets. While Tesco remains the market leader by some way, its market share fell by 0.7 percentage points to 28.8% in the 12 weeks to 11th October. Morrisons also lost market share while…

I don’t know when, but SyQic shares could sharply re-rate

I don’t know when, but SyQic shares could sharply re-rate

6 mins. to read

Driven by increased penetration of broadband, along with higher adoption of smartphones and tablets, it is no secret that the market for online video streaming is growing strongly. Market leader Netflix for example grew its global subscriber numbers from 20 million in 2010 to 65.55 million by July 2015. For the third quarter of this…

Premier League investments in the football financial frenzy

Premier League investments in the football financial frenzy

6 mins. to read

I kicked off writing about football and economics back in February, hot on the heels of the English Premier League clubs spending a record £950 million on player transfer fees. I also suggested that if current trends continue, we could well see the first £1 billion player within the next 20 years. While Gareth Bale’s…

Can DX Group deliver for investors?

Can DX Group deliver for investors?

6 mins. to read

At first glance shares in delivery services business DX Group (DX.) appear to be attractive. Trading on a multiple of just under eight times forecasts for the current financial year the valuation looks cheap. With net debt almost wiped out following a £200 million IPO placing in February 2014 the balance sheet has been significantly…