The high valuations of many equities and bonds mean that the financial markets could easily experience a major correction. There are lots of potential catalysts that could trigger a large scale sell-off with one of the biggest concerns being the level of global debt that is significantly higher now than it was before the financial…
It has been a busy buying day or two. Having sold EROS (NYSE:EROS) I rushed back in at $12.20. I just love it. But I also bought Interquest (LON:ITQ) at 29p just before the suspension – in the belief that we will get the management buyout at 42p. And I bought Tribal (LON:TRB) at 76p…
Last week I argued that the main issue with Tesla (NADAQ:TSLA) is that its product – the electric car – is inherently flawed. A number of readers got in contact. What about hybrids and hydrogen fuel cell powered vehicles? It turns out that these technologies are also to be found wanting. “Green” technology is not…
Total military expenditure as a percentage of global GDP has been in steady decline over the last 60 years or so. It fell from just over 6 percent in 1960 to 2.225 percent in 2016. That could be about to change. The absolute amount of money spent on soldiers, sailors, airmen and their increasingly technologically…
Defensive stocks such as utility companies could become more popular over the medium term. Instability in North Korea may escalate in the coming months, and this may create an increasingly risk-off attitude among investors. Higher inflation may also cause utility stocks to become more popular, with their high yields and bright dividend growth prospects having…
Huddle Capital was a new kid on the block which launched at the 2017 Master Investor Show back in March. You probably visited us at our stand and felt the excitement around this launch event, which was a significant milestone for us. Huddle Capital chose the Master Investor Show as its launch platform, in light…
Investing in turnaround plays can be a great way to generate market beating returns, as long as you can successfully identify which companies will be able to get themselves out of trouble. If you prefer a more hands off approach you could take advantage of the skills of the turnaround specialist, Alex Wright, by buying…
Last Friday LSL (LON:LSL) took up c. 20% of Yopa for £20 million cash. Yopa is described as a hybrid online estate agent and, at first glance, looks identical to Purplebricks (LON:PURP) in that customers pay Yopa a fixed sum, win lose or draw. This suggests that PURP has a real business. However, there is…
Fidelity International, one of the world’s leading investment solutions providers, will return as headline sponsor of Master Investor Show 2018. Hosted at London’s Business Design Centre on Saturday 17th March 2018, next year’s Master Investor Show will build on the event’s long-standing track record of providing private investors with access to new investment ideas. Offering…
The electrification of vehicular transport is coming. France, the UK and now India have set target dates for the demise of petrol engines. (Diesels will be banished even sooner). But are electric cars really all they are cracked up to be? Are they really that environmentally friendly? And will the economics of electrification really be…
