Value opportunity in Prudential
The Prudential Corporation (PRU), 1,277p last seen, has a growing long-term global life assurance business with its largest contribution to…
9 years ago
Robert Sutherland Smith
Capitalism versus Democracy: Robocop is on his way
One of the things that I find most irritating about the beliefs of some of those on the further outreaches…
9 years ago
Will Rio Tinto cut its dividend?
Rio Tinto (RIO) at 1724p, after the annual production figures. Could the market be considerably under-valuing Rio Tinto because it…
9 years ago
Income and NAV attractions at British Land
British Land shares at 727p (last seen) after the third-quarter results. The latest balance sheet asset position along with a meaningful…
9 years ago
Art Deco Economics
The Chancellor talked of a new, unwelcome economic cocktail the other week. His message was to warn us that the…
9 years ago
Tesco: what a difference a year makes!
The Ghost of Christmas Past I see that a year ago my note on Tesco contained the following observation: “Cutting…
9 years ago
Inscrutability behind the Great Wall of China
One should always listen to stock markets; they can tell you things. But in the case of Chinese stock markets…
9 years ago
Better times ahead for Morrisons?
William Morrison (MRW) at 165p after the Christmas trading statement. The management’s performance is attractively successful and confident. Trading over…
9 years ago
Is M&S entering value territory?
Marks & Spencer at 439p (last seen) after Q3 results. Food, glorious food, but inglorious general merchandising. Operationally, an improved…
9 years ago
Is Royal Mail delivering?
I offer an updated view of Royal Mail (RMG) equity after the share price bounces 10% from its recent low.…
9 years ago