I am half thinking of starting a series with the title, “You know we are really in a mega bull market for stocks when… is rallying”. There are green flags and red flags when it comes to whether a small cap company is one worth investing in or not. A frugal management, visibility of earnings…
SpaceX hopes to take paying passengers into deep space next year. Is this a real business or an ego trip? An awfully big adventure Elon Musk announced on Monday (27 February) that his space company SpaceX has been contracted by two private citizens to circumnavigate the moon and return to Earth late in 2018. The…
Brexit negotiations will soon begin and I believe companies with large economic moats and defensive characteristics will perform well. An economic moat will enable improved financial performance versus sector peers during what may prove to be a challenging period for consumers and the wider economy. Defensive characteristics should help to further protect companies from the…
It would appear that in Sovereign Mines of Africa (LON:SMA) we have a company with a little more personality than many of its sector peers. Although there has been little by the way of newsflow from this cash shell, the recent past has been noteworthy. This is because the farm-out of its key 75% owned…
After three years of subdued performance, there are once again signs of life for Emerging Market equities, including Brazil. By the end of 2015, the main Brazilian stock market, the Bovespa, had seen five years of annual negative performance – the longest in dollar terms since 1983 – as the index became a lightning rod…
According to a range of headlines this week, car insurance premiums are set to soar. Normally, this would be great news for car insurers such as Direct Line (LON:DLG), but its shares slumped 7% on the news. The reason for this is a profit warning, brought about by a change to the discount rate which…
Mobile live streaming group Servision (LON:SEV) ticks many of the boxes in terms of an exciting small cap situation. Having been involved in the stock market one way or another for just over 30 years, I have witnessed the boom days of Sid and the privatisations, as well as the crashes of 1987 and 2007-8.…
Calling all business investors to be a part of the Huddle 100. Huddle, the new business-to-business lending platform, is to launch at the Master Investor Show. Are you a business owner or a freelancer working through your own limited company? If so, you might be interested in the launch of the Huddle Capital platform. A…
Last night I bumped into an experienced observer of the City and described how the FCA deliberately ignores massive fraud since the test is whether the public notices. This depresses me (I still yearn for the c. £500,000+ that the FSA/FCA vanished from my grasp – but, being a romantic, I slightly hope – however…
Today we have launched our brand-new mobile app for Master Investor Show 2017! We have developed this free app to be a simple to use, engaging and truly useful addition to your Master Investor Show experience. Download the app to: – Read-up about the companies you can invest into. – Plan your day in advance by bookmarking…
