Equities

Barclays (BARC) – Discounting the risks?

Barclays Bank (BARC) saw a 60% fall in underlying earnings in the year to 31st December 2013, which was modestly…

GlaxoSmithKline (GSK) – Q1 results have Biblical flavour

The first quarter results and statement from GSK has a biblical flavour. We are exalted to raise our gaze unto…

Associated British Foods – a business camouflaged in sugar and Ovaltine

Technically interesting perhaps but still very highly price on near term earnings estimates. My last words on this magnificently highly…

Ladbrokes – the eyes of the cobra

It was a mere fifty days or so ago - yes, as little time as that – when I last…

BP: holed just above the waterline

BP’s first quarter results come from a rather battered company that looks (in my imagination) a bit like one of…

IAG at 574p – the influence of profits, the pound and oil prices

The International Consolidated Airlines (IAG) share price has turned south in recent weeks but is still showing on the radar…

CLASH OF THE TITANS – SKY VS BT

By James Faulkner and Richard Gill “We’re going to be led by what we see the customer wants,” said Sky…

Tesco – After the Kitchen Sink

Everyone has heard the bad news but what does it mean and how much of it has been discounted by…

Tesco’s “Drastic” £6.4bn Loss

I have to state that even at the start of the era of the present brand of corporate structure with…

GlaxoSmithKline: a share supported by a good yield, a potential special shareholder return and potentially supportive news flow.

GlaxoSmithKline: a share supported by a good yield, a potential special shareholder return and potentially supportive news flow.   When I…