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…
9 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…
9 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…
9 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…
9 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…
9 years ago