In this month’s Opportunities in Focus column I want to discuss why the global automotive industry is at a critical juncture in its evolution. After more than a century of reliance on fossil fuels, the electrification of vehicular transport is going to be huge. Only one car in a hundred today is powered by electricity,…
One of the most difficult parts of being an investor is living with paper losses. Inevitably, there is a degree of frustration when an investment doesn’t go quite as planned. I’ve experienced this lately with a shareholding in precious metals miner, Fresnillo (LON:FRES). It’s down around 7% since I bought it. Although a disappointing performance…
Although many investors wouldn’t agree with me, I believe that one of the main aberrations in the U.S. stock market is the fact that Tesla Inc (NASDAQ:TSLA) is worth the same as General Motors Company (NYSE:GM), despite the huge differences between them in terms of revenues, profits, margins, market share, operational aspects and financial strength.…
A change in strategy can reignite a company’s profit growth. Or, it can lead to large opportunity costs. In my opinion, Centrica’s decision to refocus on its customer-facing supply business at the expense of its Oil & Gas operations falls into the latter category. I understand why the company felt it needed to rebalance its…
Space exploration and biotech team up in zero gravity I recently argued that SpaceX is much more than a billionaire’s ego trip – even if its revenue model is sometimes obscured by grandiose schemes like taking rich tourists to the moon. Some news has recently emerged on the NASA website which confirms my view that…
As a dividend-focused investor I’m always on the lookout for high yield shares, whether that yield is high relative to the market average or high relative to the company’s peers. However, as most yield-seeking investors soon discover, high yield stocks do not always deliver the yield you were hoping for. That’s because dividends can be…
As the UK finally invokes Article 50 to leave the EU, the outlook for housebuilders such as Barratt Developments (LON:BDEV) is incredibly uncertain. The company’s shares may have risen 16% already this year, but they continue to trade on a P/E of 9.7 and a prospective dividend yield of 6.9%. For many investors this could…
Inflation is arguably one of the biggest dangers facing investors at the moment. Although it is currently only 2.3% in the UK, forecasts from various entities such as the Bank of England say it will hit 3% or even 4% by the end of 2018. Added to this is the potential for a relaxed fiscal…
Master Investor: Andrea, it is a pleasure to have you exhibiting and presenting at the Master investor Show this year. First of all, I would like you to please introduce your company, Zenith Energy Ltd., which you have recently listed on the London Stock Exchange, and which is also listed on the Toronto Stock Exchange…
Investing in a retailer with exposure to the UK economy may seem foolhardy given the prospects for UK plc. Consumer confidence is weak, Brexit talks are about to begin and inflation is now at its highest level in four years. These are hardly the conditions which are conducive for positive like-for-like sales growth or rising…
