Equities

Bargains still to be had in the small cap markets

Bargains still to be had in the small cap markets

8 mins. to read

As discussed in my article for January’s edition of Master Investor Magazine, 2016 was a great year for small cap shares. The AIM All-Share rose by an impressive 14.3%, the FTSE Small Cap Index surged by 11% and dozens of individual stocks grew in value by more than 100%. Three stocks even finished the year…

Morrisons could be the winner in the battle of the supermarkets

Morrisons could be the winner in the battle of the supermarkets

4 mins. to read

Morrisons (LON: MRW) has enjoyed a superb Christmas trading period. The food retailer posted its best performance for seven years as it recorded LFL sales growth of 2.9% for the nine weeks to 1 January. A key reason for this is the company’s strategy, with its focus on improving the customer experience, becoming more efficient…

Bag Burberry for Chinese growth

Bag Burberry for Chinese growth

5 mins. to read

Between now and 2020, the Chinese economy is forecast to grow at 2.5x the rate of the UK economy. This means that while China’s economy is 3.85 times bigger than the UK’s economy today, in three years’ time it is expected to be 4.55 times larger. Beyond that, it seems highly likely that China’s economy…

Agribusiness will be the ultra-cool of the 2020s

Agribusiness will be the ultra-cool of the 2020s

1 mins. to read

Farming and food production, long-since a Cinderella business, has just become a cool investment space. This month we look at how to make decent returns from feeding the world. How a world of 9.6 billion people in 2050 is going to feed itself in an environmentally sustainable and humane way is one of the greatest…

Don’t expect big gains from the FTSE in 2017

Don’t expect big gains from the FTSE in 2017

7 mins. to read

If you had decided to double up your exposure to the London stock market at the beginning of last year then you would have done well in 2016. The FTSE-100 was up by 14.4 percent on the year, confounding the economic realists (like me) and the Brexit doomsayers (not like me). Though, if you were…

Next plc is a top turnaround opportunity

Next plc is a top turnaround opportunity

5 mins. to read

This week has been a cruel one for Next plc (LON:NXT). It has seen its share price fall by around 17% following the release of a profit warning. In my view, the downgrade in profit expectations for the 2017 financial year was hardly surprising. After all, the company had warned that 2016 ‘may be the…

There’s more to come from the miners in 2017

There’s more to come from the miners in 2017

8 mins. to read

The recovery in mining stocks took many by surprise in 2016. However, despite the renaissance, there is still a heavy weight of opinion against the mining sector. With this in mind, the contrarian in me is optimistic for continued outperformance in 2017. I know my writing here is too intermittent to update readers on investment…

Why 2017 could be BP’s year

Why 2017 could be BP’s year

5 mins. to read

BP is entering a new phase in its history, with it having drawn a line under the costly oil spill of 2010. Its valuation and yield have appeal in my view within a sector that remains generally undervalued. Therefore, I feel that now is the right time to buy BP and that 2017 could be…

Our Picks for 2017

Our Picks for 2017

14 mins. to read

Happy New Year! As if 2016 wasn’t tumultuous enough, 2017 promises to hold many more surprises. Here’s a selection of our best ideas from some of our favourite commentators…  Alphabet Inc. (Google) – Victor Hill During 2016 I wrote more about Alphabet/Google (NASDAQ:GOOGL) than any other company. Reading around, I came to understand that Google…