Wolseley’s dollar earnings make it an attractive Brexit play
I dubbed Wolseley shares an appealing post-Brexit play last June when the share price was 3,781p. I see no reason to…
8 years ago
Robert Sutherland Smith
ONS data could be masking the full implications of Brexit
Investors should not assume we have seen the full implications of the UK decision to go it alone. Like history,…
8 years ago
Morrisons: Leaner and meaner after turnaround
Wm. Morrison was a buy! You heard that message here last month ahead of these first-half results, and in the face…
8 years ago
Weir Group recovery to pump-up returns
I had started this rummage in the hope of finding an underpriced investment. What I have discovered is a fairly…
8 years ago
The UK equity market early autumn 2016?
Does one chase this market into the mist and mellow fruitfulness of September or are most of the blackberries gone…
8 years ago
Barratt at 498p is a great total return of capital gain and dividend buy
Barratt at 498p is still running strong on fundamentals and a great total return of capital gain and dividend buy.…
8 years ago
IAG hits some Brexit turbulence
IAG at 392p, after the first-half figures, looks very cheap in cash and operating cash flow terms, which also makes…
8 years ago
Can Persimmon Build on This Recovery?
I last wrote on Persimmon (PSN) shares last month when they were languishing at 1,239p and it struck me that…
8 years ago
Is It Time to Take Profits at Rio Tinto?
Rio at 2,458p (last seen) has a lot of room for a share price pull back. Finding cash for investment…
8 years ago
Is British American Tobacco’s Brexit Bounce Over?
BAT's sales and earnings are on the rise again. However, the shares are full of profit given that the share price has risen…
8 years ago