Are Litigation Finance Investments the Ultimate Diversification Tool?
As featured in this month’s Master Investor Magazine. “To reduce risk it is necessary to avoid a portfolio whose securities…
9 years ago
Equities
GKN driving ahead
GKN at 327p after last week’s good news on UK motor production figures... The GKN (Guest Keen & Nettlefold, as…
9 years ago
When Eurolander Meets Eurolander Bearing Gifts
My brief analysis of the Greek war of Interdependence and what it means for equity markets. Even without the urging…
9 years ago
The only rival Google fears
Microsoft changed our lives. I couldn’t have written this article without their technology, and you couldn’t read it. Some say…
9 years ago
The utility company that thought it was an oil and gas production company: a cautionary tale of too much ambition and enterprise
Centrica (CNA): at 270p last seen. The technical chart position looks inviting. Clearly something has to be done to put…
9 years ago
Is Rio Tinto a screaming buy?
The company is now generating a lot of cash and has attractive dividend paying prospects. Given that and the fact…
10 years ago
How sweet is the Ferrero deal for Thorntons?
Chocolate – indulgence, gift, comfort food the world over. The sweet treat is many things to many people, and a…
10 years ago
Cutting positions or taking a loss
Since launching the JIC Portfolio in January 2012 the portfolio is up 114.5% as of Friday 19th June 2015. I have…
10 years ago
Are You Feeling Lucky?
As a precursor to my Final Word article in the main magazine next month, I've been examining the firearms market…
10 years ago
Is the GlaxoSmithKline dividend sustainable?
GlaxoSmithKline at 1370p. This company is undergoing considerable change in its strategic objectives. It looks attractive on both market consensus…
10 years ago