Greggs (GRG): Food For Thought
There is an old saying that ridiculously overvalued shares can get even more ridiculously overvalued. Competitive markets may be perfect…
10 years ago
Robert Sutherland Smith
Barclays (BARC) – Discounting the risks?
Barclays Bank (BARC) saw a 60% fall in underlying earnings in the year to 31st December 2013, which was modestly…
10 years ago
GlaxoSmithKline (GSK) – Q1 results have Biblical flavour
The first quarter results and statement from GSK has a biblical flavour. We are exalted to raise our gaze unto…
10 years ago
Associated British Foods – a business camouflaged in sugar and Ovaltine
Technically interesting perhaps but still very highly price on near term earnings estimates. My last words on this magnificently highly…
10 years ago
Ladbrokes – the eyes of the cobra
It was a mere fifty days or so ago - yes, as little time as that – when I last…
10 years ago
BP: holed just above the waterline
BP’s first quarter results come from a rather battered company that looks (in my imagination) a bit like one of…
10 years ago
IAG at 574p – the influence of profits, the pound and oil prices
The International Consolidated Airlines (IAG) share price has turned south in recent weeks but is still showing on the radar…
10 years ago
Tesco – After the Kitchen Sink
Everyone has heard the bad news but what does it mean and how much of it has been discounted by…
10 years ago
GlaxoSmithKline: a share supported by a good yield, a potential special shareholder return and potentially supportive news flow.
GlaxoSmithKline: a share supported by a good yield, a potential special shareholder return and potentially supportive news flow. When I…
10 years ago
Robert Sutherland-Smith Sticks with Shell after BG Bid
In my recent musings about the relative charms of BP (BP.) and Shell (RDSB) equity, I concluded that I preferred…
10 years ago