Robert Sutherland Smith

Where next for Next Plc?

Looking at the workings of Next (NXT) financial reports reminds me of those moments in the Antiques Road Show when…

Is there a renaissance in store for M&S?

I last visited Marks and Spencer (MKS), or ‘Marks and Sparks’ as our family used to know, it early in…

The Limpopo Dispatches – “The northern lights of auld Aberdeen”

Detachment is everything in investing. And there is bucket loads of detachment here on the Limpopo. They once ascribed the…

Iag At 610p – Will The Ascent Continue?

Surveying the market shore line for value, my searching eye was caught by International Consolidated Airlines (IAG), the rather long,…

Thomas Cook’s Latest Trading Statement Supports My Optimistic Point Of View

(Ref. my earlier note dated 22nd March 2015.) I ran the rule over Thomas Cook (TCG) at 142p as a…

Sainsbury’s: An Enigma or Two?

Sainsbury’s trading statement for the fourth quarter of last year is fairly brief. In consequence, it does not provide much…

WM Morrison: A Contrarian view

Like a great sail-driven trading ship in mounting seas without a chief officer (The new CEO David Potts is rowed aboard…