The election result has plunged the UK into a period of significant political uncertainty. There have been calls for Theresa May to resign, and there is the potential for a relatively weak minority government formed by the Conservatives and DUP. This could be just the beginning of an intense period for UK politics. In just…
Banco Santader buys Banco Popular It’s always intriguing to read in the news that one big European bank just purchased another, in particular at a time the clouds hanging over European banks are dark and wide. But perhaps those clouds are not as large as many perceive, or maybe they don’t cover the whole European…
The general election result was supposed to be a foregone conclusion. The Conservative party was meant to increase the size of its majority, with opinion polls showing a lead of as much as 18 points over the Labour party in the last month. However, a surge in support for Jeremy Corbyn has meant that the…
A higher rate of inflation could be a game changer for UK income investors. In recent years, it has been at relatively low levels, and this has made it fairly straightforward to generate a positive real dividend yield (i.e. after inflation has been deducted). Now, though, inflation is at 2.7% and is forecast to move…
Master Investor: Hi Jason and thanks for taking the time to speak with Master Investor. Rooplay has been dubbed “the Netflix of Games”. As CEO at Rooplay Media, can you give our readers a little background on the product and the opportunities that Rooplay is looking to take advantage of? Jason Williams: Rooplay is a…
It’s been a long road but, finally, the FTSE 100 has reached 7,500 points. This may prompt worry among some investors, since it could mean the index is overvalued and there is a lack of investment opportunities on offer. Risks such as Brexit, the general election, Trump’s Presidency and numerous others could weigh on the…
I started out on this series thinking I would ask where investors – private and institutional – will go for good research, given that regulation – particularly Mifid II due to come into force next year – is said to be causing brokers to lay off their analysts. This raises the question: What is good…
Investor expectations can be a gift or a curse. Sometimes they allow investors to buy shares at discounted prices because the market expects a difficult period. Other times, however, they can lead to a disappointing share price performance even if a company records high earnings growth. In such a scenario, if profit growth falls below…
Over the last two of month’s I’ve outlined a series of ten questions which I use to help me avoid yield traps. This month I’m going to interrogate a company using those questions so that you can see them being used in a practical setting. The company in question is KCOM Group (LON:KCOM), a FTSE…
Valuing shares is a tricky business. That’s why over the decades equity analysts have developed a range of different ways to estimate how much a company could be worth. Well established approaches such as discounted cash flow and earnings multiples have been popular for almost a century and remain commonly used methods for valuing businesses.…
