The first quarter results from BP are essentially good news, although complex in analysis. Here is my “hot towel around the head” best assessment of them. They offer rational grounds for expectation of strong recovery next year and a super normal dividend yield that the company wants to maintain. These shares continue to look very attractive…
As seen in the latest issue of Master Investor Magazine. There are board meetings at regular intervals for all companies. Of course there are. They’ll no doubt discuss business opportunities and also the cost of new regulation. Perhaps how the sugar tax will impact revenue and profit. Across town the same meeting is happening in…
I have taken another look at International Consolidated Airlines Group, which has come down 15% from 619p last December to 529p last seen. The fundamentals look highly encouraging for seekers of dividends and I believe the shares look extremely good value. They are denominated in Euros, and if the Euro was to weaken on a Brexit…
Having done a scan of all the stocks in London for this three part feature one stood out as being the cheapest, by far, in valuation terms. Chinese seafood seller Aquatic Foods Group (AFG) is trading on a PE of 0.7 times, yields 15% and has net cash of c.£40 million against a market cap…
GKN (GKN) bounced cheerfully at the Trading Statement. But on first inspection it is difficult to discern what it was that got the market so positively enthusiastic: as the great Trump of Oz might say, “What the hell is going on here?” However, the reasonable price to earnings ratio, the prospective estimated dividend yield of…
An Interview with Ian Walters, MD, CEO of SalvaRx plc James Faulkner: Hi Ian. SalvaRx describes itself as a drug discovery and development company focused on immune-oncology. To the layman such as myself, that’s stimulating the immune system to fight cancer, right? Ian Walters: Yes, some describe immunotherapy as fighting cancer from within. If your…
As ubiquitous as its namesake fruit, Apple has turned its macintosh species into a range of highly desirable brand name products that are now part of our everyday lives. Steve Jobs led Apple into revolutionising mobile computing, which helped to build an untouchable corporate image. Apple is the Ferrari of technology. Everyone wants to own…
As I hope readers realise, I’m not in the business of managing their investments. The ideas I put up are only for there and then. I don’t wield my pen often enough to track them and recommend taking profits (as, luckily, has been mostly the case so far – although cynics will say I’ve been…
As seen in the latest issue of Master Investor Magazine. Political elites are crumbling before our eyes across the West because we are now living in a real-time Reality TV show. The West is becoming post-political. Let’s invest accordingly. The medium is the message Marshall McLuhan, the Canadian intellectual, told us back in 1963…
Potentially looking even cheaper than my first selection on Monday but with many more risks, is Tandem Group (TND), a designer, developer and distributor of a range of leisure goods. Core products include the bicycle brands Claud Butler, Dawes and Falcon, as well as table sport business Pot Black, and golf equipment company Ben Sayers.…
