Swen Lorenz

James Faulkner on Molins: a smoking opportunity?

James Faulkner on Molins: a smoking opportunity?

4 mins. to read

There are certainly more interesting companies out there than Molins, which makes machinery for the tobacco industry. But this is certainly not a business that is about to go up in smoke. In fact, Molins might just be about to light up. The US Government is tightening regulations for tobacco smoke – and Molins just…

The Morning news update with Next, BP, Domino’s Pizza and Sound Oil

The Morning news update with Next, BP, Domino’s Pizza and Sound Oil

1 mins. to read

FTSE 100 Next (NXT) – NEXT Brand sales for the first half of the financial year were up 10.7%, of which 2.4% came from the opening of new space.  BP (BP.) – second-quarter replacement cost profit was $3,182 million, compared with $2,400 million a year ago. Mondi (MNDI) – underlying operating profit for the half year ended…

The Badger of Broad Street on the economics of lobsters

The Badger of Broad Street on the economics of lobsters

3 mins. to read

I was fortunate enough to spend some delicious time on the Isle of Wight last week. It’s only a short hop over the sea from Southampton, but it’s unlike anything on the mainland. I think the last two decades passed it by. I believe they refer to us tourist “grockles” as “big islanders”. It’s got…

The Morning new update with National Grid, Pace and Petra Diamonds

The Morning new update with National Grid, Pace and Petra Diamonds

1 mins. to read

FTSE 100 National Grid (NG.) – has started the year well and expects to grow its regulated assets by approximately 5% during 2014/15, in line with previous guidance. Aberdeen Asset Management (ADN) – assets under management as at 30th June 2014 totalled £322.5 billion, a 0.6% decrease from 31st March 2014. Reckitt Benckiser (RB.) –…

Titan Inv Partners -The REAL truth about how to win when investing… And it won’t be found in a seminar!

Titan Inv Partners -The REAL truth about how to win when investing… And it won’t be found in a seminar!

5 mins. to read

Market professionals are often asked one primary question by private investors, City outsiders and journalists which is – “What is the magic formula for investing?” The reality is that there is no philosopher’s stone for the stock market and that “trader coaches, soothsayers” etc will categorically NOT give you this secret. There are no magic…

James Faulkner on Microgen: The cheaper way into the Big Data story…

James Faulkner on Microgen: The cheaper way into the Big Data story…

6 mins. to read

“Big Data” has taken the investment world by storm. Stocks like WANDisco (WAND) and Fusionex International (FXI) initially soared and were then brought back down to earth as valuation became stretched. However, the long-term opportunity is still there, albeit perhaps one more of evolution rather than revolution, as so often turns out to be the…

Binary bets of the week: Another False Dawn For The Euro and Golden sell-off could have further to go

Binary bets of the week: Another False Dawn For The Euro and Golden sell-off could have further to go

3 mins. to read

by Dave Evans of binary.com Another False Dawn For The Euro? The European economy appeared to briefly flicker back to life on Thursday as Eurozone PMI data came in stronger than expected. More importantly, data from Europe’s powerhouse Germany impressed, especially in the manufacturing sector. The news came as welcome relief after days of pressure…