Robert Sutherland Smith

GlaxoSmithKline: Turning a Corner in Q1

The evidence of the optimistic recovery plan at GSK is borne out in the first-quarter results and management have gone…

Market Tactics Ahead of the Brexit Vote

The market now resembles one of those challenging Harold Pinter plays where the dialogue of the characters is mysteriously compelling…

Land Securities: 21% Discount Could Narrow on a ‘Remain’ Vote

Here, I outline the success of the company in riding the London commercial boom and largely arranging things suitably, in…

Brexit: Caveat Emptor!

Market Latin: ‘caveat emptor’ says the Governor; ‘Et tu Brute’ rejoin shocked British Brexiteers; ‘Quo Vadis?’ shout investors. Will a…

Plenty More Puff in Imperial Brands

At 3,783p a share, Imperial Brands offers an estimated strongly increasing dividend payout, giving an equally attractive estimated dividend yield…

President Trump

In the words of Bob Dylan, ‘the times, they are a changing’ Sitting through Donald Trump’s speech after the results…

Recovery in Play at Barclays?

Since this is the month for quoting Shakespeare, I point out that although a rose may smell just as sweet…

Better Times Ahead for BP?

The first quarter results from BP are essentially good news, although complex in analysis. Here is my “hot towel around…

Still Flying High at IAG

I have taken another look at International Consolidated Airlines Group, which has come down 15% from 619p last December to…

GKN Driving Ahead

GKN (GKN) bounced cheerfully at the Trading Statement. But on first inspection it is difficult to discern what it was…