Equities

CLASH OF THE TITANS – SKY VS BT

CLASH OF THE TITANS – SKY VS BT

8 mins. to read

By James Faulkner and Richard Gill “We’re going to be led by what we see the customer wants,” said Sky CEO Jeremy Darroch in 2014. So far, his appraisal of the situation has been that the UK consumer is not clamouring for quad-play. However, clearly Sky only has one piece of the puzzle missing –…

Tesco – After the Kitchen Sink

Tesco – After the Kitchen Sink

5 mins. to read

Everyone has heard the bad news but what does it mean and how much of it has been discounted by the recent share price from the low of 155p? The biggest item to be seen in the last set of preliminary figures reported by the company for the year to February 2015 is the exceptional…

Tesco’s “Drastic” £6.4bn Loss

Tesco’s “Drastic” £6.4bn Loss

2 mins. to read

I have to state that even at the start of the era of the present brand of corporate structure with the cult of CEO, the human resources departments, core and non core business, and all the other phoney transatlantic phrases and concepts which are bandied about, it can be seen from the recent history of…

GlaxoSmithKline: a share supported by a good yield, a potential special shareholder return and potentially supportive news flow.

GlaxoSmithKline: a share supported by a good yield, a potential special shareholder return and potentially supportive news flow.

3 mins. to read

GlaxoSmithKline: a share supported by a good yield, a potential special shareholder return and potentially supportive news flow.   When I first started to put pen to paper on this pre-trading statement appreciation of GlaxoSmithKline, the share price was 1626. In terms of years, Shakespeare was dead and buried by 1626. The share price now, as…

Where next for Next Plc?

Where next for Next Plc?

3 mins. to read

Looking at the workings of Next (NXT) financial reports reminds me of those moments in the Antiques Road Show when the affable clocks expert opens the back of an 18th-century clock to reveal a still perfect working mechanism. Next is a similarly perfect mechanism for producing sales, earnings, dividend and cash growth. It will not remain eternally…

STM re-rating could have some way to go

STM re-rating could have some way to go

8 mins. to read

Following recent full year results shares in multi-jurisdictional financial services business STM Group surged by 17% and have since touched levels last seen in summer 2012. With significant investment having been put into the business in the past few years, and the firm benefiting from strong operational gearing, profits are set to continue rising. With…

Is there a renaissance in store for M&S?

Is there a renaissance in store for M&S?

4 mins. to read

I last visited Marks and Spencer (MKS), or ‘Marks and Sparks’ as our family used to know, it early in January. The drama was whether M&S was finished as a general merchandiser – most particularly in the ladies wear department, where it seemed totally incapable of revising its one time reputation as a big supplier…

Robbie Burns’ Trading Diary

Robbie Burns’ Trading Diary

4 mins. to read

One of the best things about spread betting is the ability to cheaply trade shares you might only want to be in for a few days or even just a month or two. There isn’t much cost and you can quickly bank (hopefully) a nice profit. My favourite was to spread bet is to find…