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…
11 years ago
Equities
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,…
11 years ago
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…
11 years ago
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…
11 years ago
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…
11 years ago
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…
11 years ago
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…
11 years ago