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Equities

NVIDIA’s GPUs in the AI and VR revolutions

NVIDIA’s GPUs in the AI and VR revolutions

9 mins. to read

– NVIDIA’s stock has rallied 3x in the last year and now trades at a market capitalisation of $63bn. – NVIDIA is leading its way in the GPU market and benefiting from significant progress in the fields of Virtual Reality, Artificial Intelligence, Internet of Things and Big Data. – For an amusing demonstration of how…

Housing crisis makes this house builder a strong buy

Housing crisis makes this house builder a strong buy

4 mins. to read

In recent decades, house prices have become a national obsession. Other countries across Europe seem to lack this constant focus on how much house prices have changed in the last month, quarter or year. However, in the UK the love of rising house prices looks set to stay in the long run. The reason for…

Why easyJet has become an ‘easy buy’

Why easyJet has become an ‘easy buy’

5 mins. to read

The FTSE 100 has surged 17% in the last year, but easyJet (LON:EZJ) has slumped 38%. For some investors, a large share price fall could dissuade them from buying. However, I’ve always been more interested in buying shares which have fallen in price. I think they often offer less risk, not more risk, and such…

How to Invest Like… Anthony Bolton

How to Invest Like… Anthony Bolton

1 mins. to read

“For some reason I have always felt happier going against the crowd and generally feel uncomfortable doing what everyone else is doing. So many pressures in the investment business encourage one to do the opposite and go with the crowd.” – Anthony Bolton, “Investing With Anthony Bolton: The Anatomy of a Stock Market Winner”, 2006…

Rolls-Royce’s recovery has wings

Rolls-Royce’s recovery has wings

4 mins. to read

While Donald Trump’s victory in the US election was unpopular, there will inevitably be some winners from his Presidency. One sector which could record higher profitability as a result of his win is the defence sector. His promise of greater military spending and the possibility of rising defence spending among NATO members means the sector…

Shire has defensive appeal

Shire has defensive appeal

5 mins. to read

Since the inauguration of Donald Trump on Friday, market conditions have become increasingly volatile. The FTSE 100 has fallen by as much as 70 points since then, bringing its total decline for the last six trading sessions to 170 points (2.3%). This decline may or may not continue, but in any case it seems likely…

Three small cap stocks the experts are buying in 2017

Three small cap stocks the experts are buying in 2017

0 mins. to read

As we say goodbye to 2016 it’s time for my annual review of how the UK small cap markets have performed, and for a few investment ideas for 2017. In general, small caps had a good year in 2016, with the FTSE AIM All Share gaining an impressive 14.2%. The FTSE Small Cap Index was…

Where next for multi-bagger Solomon Gold?

Where next for multi-bagger Solomon Gold?

5 mins. to read

My initial recommendation for Solomon Gold (LON:SOLG) last March was based on a value of gold and copper ‘in the ground’ that its drilling was then targeting on just one part of its Ecuadorian Cascabel project, which looked – even at a conservative 1% – to be at least six times Solomon’s then market cap.…

Hard Brexit could lead investors to ditch Debenhams

Hard Brexit could lead investors to ditch Debenhams

4 mins. to read

This week’s speech by Theresa May indicated a ‘hard’ Brexit is becoming increasingly likely. This may be a cleaner result than the potential for years of negotiation to keep bits and pieces of EU membership. However, it could also lead to greater uncertainty in the short run as the UK goes it alone. The end…

Who will be the winner in cloud computing and AI?

Who will be the winner in cloud computing and AI?

11 mins. to read

Cloud computing and AI are becoming staples of everyday life – even if you don’t know it. The cloud is ubiquitous (by design and by adoption), and artificial intelligence – a completely different area in tech – is reaching into our lives in ways previously unimaginable. Even at our FinTech start-up CityFALCON, we are looking…