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Equities

Searching for growth amongst AIM’s New Issues

Searching for growth amongst AIM’s New Issues

1 mins. to read

As I discussed in last month’s edition of Master Investor Magazine, AIM shares had a good year in 2016, with the FTSE AIM All Share Index rising by an impressive 14.2%. However, investors who got involved in AIM’s new issues did even better – although the two sets of performance statistics aren’t comparable directly due…

Margin of safety makes Lloyds attractive

Margin of safety makes Lloyds attractive

5 mins. to read

Lloyds (LON:LLOY) has a valuation which I think is exceptionally cheap. I feel this will be important during 2017, since there are clear risks facing investors. For example, Brexit talks are about to commence and according to the President of the EU Commission, Jean-Claude Juncker, the two-year period will see the EU adopt a tough…

Dollar strength makes Unilever a no-brainer for US rivals

Dollar strength makes Unilever a no-brainer for US rivals

5 mins. to read

Kraft Heinz’s bid for Unilever (LON:ULVR) will not be the last takeover approach for the Anglo-Dutch business, in my opinion. The strength of the US dollar makes it an obvious move not only for Kraft Heinz, but for other US-based consumer goods companies who wish to tap into the stunning growth potential of emerging markets.…

Make a premier league return from football finance

Make a premier league return from football finance

5 mins. to read

My first blog on Football & Economics, published just over two years ago, discussed how billions of pounds, euros and dollars have been poured into the beautiful game over the past few years. A number of recent reports and statistics have demonstrated that there are few signs of this trend reversing: ⚽ Driven by the…

The twilight of the bankers

The twilight of the bankers

1 mins. to read

They nearly blew up the world with crazy exotic instruments called derivatives, conceived in an orgy of greed. They were bailed out by panicked governments who thought they were “too big to fail”. They were subjected to new rules because everyone knew that their much vaunted “risk models” didn’t work. And then they were challenged…

Aviva is a stock for all seasons

Aviva is a stock for all seasons

5 mins. to read

Predicting the future is fraught with difficulty. Even during the most genteel of trading conditions, risks can come along which even the most pessimistic, doom-mongering of investors didn’t see coming. Given the uncertainties facing investors at the moment, I think it’s even more challenging than ever to guess which way the market is going to…

Why Imperial Brands could be a takeover target

Why Imperial Brands could be a takeover target

5 mins. to read

The tobacco sector looks ripe for consolidation. Already in recent months, sector heavyweight British American Tobacco has sought to merge with Reynolds. There are also continued rumours about a potential re-merger between Altria and Philip Morris. This scope for M&A activity is coming along for two main reasons, in my opinion. First, cigarette volumes are…

This company wants to make investing great again

This company wants to make investing great again

1 mins. to read

If there is one aspect of our work we at Master Investor are particularly proud of, it’s spotting trends early. Being an independent publication and having a broad network of high calibre contributors and associates, we can focus our efforts on helping private investors get ahead of the curve. As part of our investigative work,…

This factor could hold the key to Tullow Oil’s future

This factor could hold the key to Tullow Oil’s future

5 mins. to read

Low interest rates have incentivised borrowing in recent years. There has been little reason for companies to reduce their debt levels. Therefore, businesses in a range of sectors have leveraged up their balance sheets in order to improve shareholder returns. This has helped to boost profits and generated higher returns for investors. However, a more…

Randgold’s income attractions are shining through

Randgold’s income attractions are shining through

5 mins. to read

In my view, dividend investing is about more than simply buying a handful of high-yielding shares. I focus less on yield than most dividend investors and more on dividend growth. A long-term investment horizon dictates that a stock which can grow dividends quickly may be worth more than a company with a high yield. Fast-rising…