As seen in this month’s issue of Master Investor Magazine. Life here goes on in its usual magical way; a bit like Prospero’s magical Isle – as Mr. W. Shakespeare of Stratford on Avon would have put it. Things happen and you do not quite know how or sometimes why; a bit like the internet or…
As seen in this month’s issue of Master Investor Magazine. An Interview with Richard Wolanski, Finance Director of Avation. Master Investor: Good morning, Richard, and thanks for taking the time to give our readers an opportunity to get to know Avation (AVAP) better. Could you begin by giving our readers a brief overview of Avation…
As seen in this month’s issue of Master Investor Magazine. Emerging markets once lured investors with the promise of rich pickings. The BRICs (Brazil, Russia, India and China) were once sure to make us wealthy, or so Jim O’Neil, formerly chairman of Goldman Sachs Asset Management, assured us. When they went off the boil he…
This is the third in a series of seven articles drawn from my new book, 7 Successful Stock Market Strategies. The focus of these strategies is successful long-term UK equity investment. The FTSE 250 consists of the 250 largest UK companies after the FTSE 100. While the FTSE 100 gets all the attention, the performance…
As seen in this month’s issue of Master Investor Magazine. By Rowan Chaplin Investment case for Japan Following the December 2012 re-election of Prime Minister Shinzo Abe, the prospects for investors in Japan look far more attractive than at any time since the bursting of the Japan bubble. With the clear support of industry and…
On 23 July, those of us who love the Financial Times were shocked to learn that its owner, Pearson PLC (LON:PSON), had sold the pink pages to the Japanese media group Nikkei for £844 million. Pearson had owned the 127-year old newspaper since 1957. A Greek economist friend emailed me immediately: Another bastion of the…
When markets are not at rock bottom it can be difficult to find value shares. Value shares with growth prospects are even harder to find in any market. Add in a decent dividend yield and you have the holy trinity of attractive investment characteristics. Despite a few caveats, AIM listed Fairpoint Group (FRP) looks to…
Unlike what Eugene Fama and other efficient markets supporters seem to believe, investors are human, endowed with limited rationality and scarce resources. The human brain just can’t process all financial information that is available in the market at all times, because its capacity is limited. Investors must make investment decisions with incomplete information and there…
The best laid plans of mice and men go astray in the middle of a Greek Tragedy and a journey to Valhalla from a Tunisian beach. At 117p a share, some of the cheapest sales revenue in the business; not so much a question of whether to buy but when to buy. “Troubles, when they…
Zegona Communications (AIM listing, ZEG.L, Market capitalisation £47m but after deal about £290m, 165p and 1.0% of JIC Portfolio): Whilst sifting through the holdings in Neil Woodford’s Equity Income Portfolio last week, there was one holding which particularly caught my attention. Zegona Communications came to market in March through the placing of 25m shares at 120p…
