This week the FTSE-100 hit record territory, cruising towards 8,000. But some sectors in the UK market are faring better than others… Early summer sunshine – at last In the January edition of Master Investor Magazine, I predicted that the Dow Jones Index would continue rising over the course of this year and that it…
Life as a retailer operating in the UK has been challenging in recent years. Consumer confidence has been negative since the start of 2016, with higher inflation causing household disposable incomes to decline in real terms. Shoppers have become increasingly price conscious, and this has created a growth opportunity for budget retailers. Alongside this, consumers…
Far-sighted investors are assessing how they can position themselves to capitalise on any opening-up of the North Korean economy. I’ve stumbled across this Main Market listed company that appears to be the closest thing to a UK-listed play on this opportunity… Donald Trump is scheduled to meet Kim Jong Un in a historic summit in…
In a few short months, Facebook has gone from being the tech giant everybody likes to global bogeyman. Are all the little angry faces really justified? Big data is watching you The internet – the worldwide web – was supposed to create a libertarian paradise where netizens could freely exchange ideas outside the prying eyes of…
Most of the time, when you’re looking for very high yield stocks you end up finding companies which are either small, young or highly cyclical. Sometimes though, you’ll find the exact opposite, and that’s what we have today with Centrica. It’s a large, mature business operating in what should be a very defensive sector, and…
Recent data from the Halifax House Price Index showed that house prices in the UK declined by 3.1% in April. This is the largest monthly fall since 2010 and shows that uncertainty remains high for the property sector. However, this could present an opportunity for long-term investors to buy while property-focused stocks such as housebuilders…
While the FTSE 100 may have gained 7% in the last month to trade within 250 points of its all-time high, not all stocks have enjoyed such a strong performance. In fact, in the last year a number of large-caps have experienced falling valuations for a variety of reasons. Therefore, there could be an opportunity…
Interest rates in the UK have already started to rise. The Bank of England is now expected to increase them further over the coming months, with the UK now seemingly on a road to interest rate ‘normalisation’ over the medium term. However, the chances of a rapid rise in interest rates seem slim. Inflation has…
Over the last few months I’ve mostly written about high yield stocks and the occasional high-profile disaster. That sort of thing isn’t to everyone’s taste, so this month I’ll be looking at something completely different. More specifically, I’ll be looking at four high growth “dividend champions”, companies that have grown quickly whilst raising their dividend…
In recent months, the rate of inflation has been on a downward trend. This is highly significant because it means that wage growth is now ahead of inflation for the first time in over a year. As a result, consumer disposable incomes are now growing in real terms, and this could help to lift consumer…
