Equities

Youth is Wasted… on the Expensive Beer and Shots

Youth is Wasted… on the Expensive Beer and Shots

4 mins. to read

One demographic we all know about is the Baby Boomers. Many of them are well-heeled, own their houses outright, have pension pots to piss in, and children who have had quite easy lives thus far. That may change for the kids, but for the moment large parts of London and the South East are awash…

Sorting the Wheat from the Chaff

Sorting the Wheat from the Chaff

8 mins. to read

As seen in this month’s Master Investor Magazine Clinigen (CLIN) Clinigen supplies drugs for clinical trials, many of which compare an experimental treatment with one already on the market. It also supplies unlicensed medicines into markets where a drug is being withdrawn or where there is no alternative. In addition to this, it also buys…

Things are looking up for insurers

Things are looking up for insurers

8 mins. to read

I recently received an email from a genealogy website called Ancestry.co.uk offering me a DNA test for just £79 (reduced from £99). “Our DNA matching combines ground-breaking science with traditional research to give you the most accurate family history results available. The technology pinpoints relatives you never knew existed; you can then work with your…

Is it time to hang up Dixons Carphone?

Is it time to hang up Dixons Carphone?

3 mins. to read

After figures for year to 31st March 2015. With the share price up 12% in only four months (an implied annual growth rate of about 36% or so) what now? In a note I wrote on Dixon Carphone (DC.) late last March in another place (the very last of them as it happens) I wrote the…

Why I have bought shares in Tribal (TRB)

Why I have bought shares in Tribal (TRB)

7 mins. to read

Tribal Group: (TRB.L, FTSE Small Cap Index, Mkt. Capitalisation £147m, 155p and 2.5% of the JIC Portfolio) During the last month I have introduced a new stock to my portfolio, Tribal, the educational software business. I have held this stock in the past, between 25th January and 14th August 2012 before selling too early but…

Synergy Health: a lesson in the perils of M&A fever

Synergy Health: a lesson in the perils of M&A fever

3 mins. to read

2015 has been a stellar year for M&A fans; seemingly every day a serious merger or acquisition is being considered, composed or completed. Shell and BG, Playtech and Plus500, Intel and Altera, Bwin and GVC or 888, Zoopla and uSwitch: this is a small selection of the deals that have been floated or confirmed in…

You Snooze, You Lose

You Snooze, You Lose

2 mins. to read

Re-cap on last Thursday’s calls: Short Tesco (TSCO) at £ 2.17 made it as low as £2.05 within three trading days, followed by the inevitable bounce to about £2.11. I am staying with my call of £1.75ish price target for the patient. The £2.00 level is a major psychological level and when breached will most…

British American Tobacco – The Future Is Lit Up

British American Tobacco – The Future Is Lit Up

3 mins. to read

There is a smoking ban in public places in Beijing now. Not for the first time apparently. But this time they mean it. So now it’s no smoking at all, at all. Many are sceptical that this ban will work any better than the last attempts, which failed completely. And second-guessing the motivation of politicians…