On Monday the M&A rumour mill, which has been in overdrive since the year began, spat out reports, based on a 40 word Brazilian blog, that three of the Brazilian backers of Anheuser-Busch InBev were considering a bid for Diageo. Of course, such reports sent Diageo’s stock jumping by just shy of 7%, with continued…
As seen in this month’s Master Investor Magazine One of the inherent contradictions within capitalism is its tendency to gravitate towards monopolies. From a capitalist’s perspective, a monopoly is the favoured situation, as it removes the competition and enables supernormal profits to be extracted indefinitely. However, in practice, monopolies tend to be bad for the…
My short on TESCO (TSCO) at £2.17 paid off handsomely as it dropped as low as £2.01, but then we had a bounce back to £2.17. But it’s now time to short again and back down to the £2.00 level. As I have said in my previous posts, at £2.00 the price is going to…
“Innovation distinguishes between a leader and a follower.” ― Steve Jobs “Welcome to the most exciting and important frontier since the digital music revolution began 16 years ago”, said Rdio’s CEO in mockery of Apple after the company unveiled a series of new products that were mere copies and redesigns of existing products and services…
HSBC Holdings shares at 614p. After the tablets are brought down from the mountain, look good value on fundamentals even if the share price does seem to have run out of momentum at the moment. Yesterday first thing, the CEO of HSBC Holdings came down from the mountain carrying in the style of Moses, new commandments…
I wrote a blog piece recently about Royal Mail Group plc. It got me to thinking about how privatisations had fared in the past. For my own part, it was a government privatisation that first got me into trading and investing. Several members of my family, like many families, applied for privatisations, and of course…
Vodafone at 254p. Pull this one – its got bells on it and many other things as well including a good and sustainable dividend yield. Do you have bells wringing in your ear? Buzzing noises in your head? Or perhaps your day is punctuated by the sound of Beethoven’s ‘Ode to Joy’ or Mozart’s ‘Jupiter…
One demographic we all know about is the Baby Boomers. Many of them are well-heeled, own their houses outright, have pension pots to piss in, and children who have had quite easy lives thus far. That may change for the kids, but for the moment large parts of London and the South East are awash…
As seen in this month’s Master Investor Magazine Clinigen (CLIN) Clinigen supplies drugs for clinical trials, many of which compare an experimental treatment with one already on the market. It also supplies unlicensed medicines into markets where a drug is being withdrawn or where there is no alternative. In addition to this, it also buys…
I recently received an email from a genealogy website called Ancestry.co.uk offering me a DNA test for just £79 (reduced from £99). “Our DNA matching combines ground-breaking science with traditional research to give you the most accurate family history results available. The technology pinpoints relatives you never knew existed; you can then work with your…
