In the days following the EU referendum, UK commercial property was the last thing investors wanted to hold. Various funds were suspended, commercial property stocks recorded vast share price falls and it seemed as though the sector was in for a rough ride. However, since then a looser monetary policy, weaker sterling and improved confidence…
Perhaps the most surprising price movement since the US election has been that of gold. Following a spike to $1,321 per ounce on election night, the precious metal has fallen back to around $1,220 per ounce. That’s surprising because Donald Trump’s election win brings a high degree of uncertainty. He plans to implement major economic,…
Donald Trump’s Presidency could be great news for defence companies such as BAE Systems (LON:BA.). He is apparently seeking to provide peace through strength. In other words, Trump may desire a larger, more powerful and better-equipped US military in order to deter threats from abroad. Further, he is seeking to rebalance military spending within NATO.…
“Tenbaggers”, a term coined by investment legend Peter Lynch, are often thought of as the Holy Grail of equity investment. Referring to a stock with the potential to increase in value by a factor of ten, these elusive investments, just like winning the lottery or finding buried treasure, can change your life forever. But if…
I normally focus on mid and small cap companies, but on this occasion I have identified a FTSE 100 stock which I think looks attractive at current levels. Occasionally the market throws up real bargains, and when you look back you wonder how the share price ever dropped to that level. I think this is…
The reaction to Donald Trump’s election victory has been surprising. First, stock markets sank. Then they rose. Now at the time of writing they are falling once more. Clearly, the only thing that investors can be certain of is that uncertainty will be high over the short to medium term. Part of the reason for…
In recent years, we have become used to a low level of inflation. However, since the EU referendum the economic landscape has changed and a higher level of inflation is likely in future years. In fact, since the referendum, inflation has risen from 0.3% to 1% and the Bank of England now forecasts that it…
The US Presidential election will finally be over on Tuesday 8 November. It’s been a long and interesting campaign, but we are still no nearer at this point to knowing whether Trump or Clinton will win. In fact, the latest polls show that Clinton’s lead over Trump has been slashed following the FBI’s announcement that…
Shares in Sirius Minerals have rightly suffered a major pullback over the past few days, and many private-investor enthusiasts for the stock have been badly burned. The trouble with Sirius is that there is a lot of questionable analysis out there in the public domain right now. Here’s my attempt at setting the record straight……
Since BHP Billiton (LON:BLT) relies on its oil division for 29.6% of its EBITDA, the uncertain outlook for oil leaves me negative on its medium-term future. Hopes were raised regarding the oil price last month when OPEC declared that it had struck a deal to freeze output. Brent rallied in the aftermath and many investors…
