Equities

Small Cap Oil Services Plays

Sell-offs are often a great opportunity for patient investors to acquire prime assets on the cheap, and the recent sell-off…

The Limpopo Dispatches – “The northern lights of auld Aberdeen”

Detachment is everything in investing. And there is bucket loads of detachment here on the Limpopo. They once ascribed the…

Iag At 610p – Will The Ascent Continue?

Surveying the market shore line for value, my searching eye was caught by International Consolidated Airlines (IAG), the rather long,…

Thomas Cook’s Latest Trading Statement Supports My Optimistic Point Of View

(Ref. my earlier note dated 22nd March 2015.) I ran the rule over Thomas Cook (TCG) at 142p as a…

Sainsbury’s: An Enigma or Two?

Sainsbury’s trading statement for the fourth quarter of last year is fairly brief. In consequence, it does not provide much…

WM Morrison: A Contrarian view

Like a great sail-driven trading ship in mounting seas without a chief officer (The new CEO David Potts is rowed aboard…

Grab a pizza the action

It’s funny how much money there is to be made in something as mundane as pizza! Since its IPO on…

S&U : Quality in credit

The resurgence in consumer confidence seen in recent months and years offers significant growth prospects for a companies like consumer…