Pump up your portfolio with The Gym Group
Currently two weeks into a self-imposed January booze ban my newly refreshed brain got thinking about the economic impact caused…
9 years ago
Equities
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
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
An interview with GB Group
As seen in this month’s Master Investor Magazine. James Faulkner: Thank you for taking the time to speak with Master…
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
A Post Script on Banks
Chancellor Osborne’s proclamation about the ‘cocktail’ of economic threats to his National Accounting Jerusalem has left the market shaken but…
9 years ago
A buying opportunity in NEXT?
Next (NXT) shares, at 6,860p after the Christmas trading period report, look good value on a one-year view. Should it…
9 years ago
Why investors should shun the FTSE 100
2015 was a particularly tough year for British equities. At the beginning of the second quarter everything was gaining traction…
9 years ago
Twitter is the stock to own for 2016 for me
Summary - Twitter still provides unique offerings over other social networks. - While the MAU and revenue growth have been…
9 years ago