As I discussed in last month’s edition of Master Investor Magazine, AIM shares had a good year in 2016, with the FTSE AIM All Share Index rising by an impressive 14.2%. However, investors who got involved in AIM’s new issues did even better – although the two sets of performance statistics aren’t comparable directly due…
The future of politics This week I want to talk politics without getting (party) political. Like many others, as an analyst and investor, post-Brexit and Trump, and with Marine Le Pen likely to win the first round in the French presidential election on 23 April, I have been trying to figure out what it all…
While it may be over egging it to suggest that Eqtec (LON:EQT) is my new favourite minnow, there is plenty on the technical and fundamental side here to appreciate. One of the happy realities for the start of 2017, and for those like myself who love small caps, is that we are very much back…
Lloyds (LON:LLOY) has a valuation which I think is exceptionally cheap. I feel this will be important during 2017, since there are clear risks facing investors. For example, Brexit talks are about to commence and according to the President of the EU Commission, Jean-Claude Juncker, the two-year period will see the EU adopt a tough…
Well, I’m on the road again. This time, I’m travelling around the US, in part researching for the new book, which I hope will be out in early May, but will definitely be featured in my talk at Master Investor 2017 on March 25th. The other part of the trip is to observe the US…
Bacanora Minerals (LON:BCN) was one of my stocks for 2016, and at least as far as the first half of the year the call was decent. The question for the start of 2017 is whether the shares can deliver in a significant way. What can be seen on the daily chart of Bacanora Minerals is…
Stamp duty conniptions: readers will remember Osborne upping stamp duty on £1.5m+ properties from 5% to 12% and wondering just who would be muggins enough to pay that. And therefore why the raise had come into being. However, the background was that quite a lot of Conservative voters felt that somehow they were missing out…
One of the areas worst affected by Brexit was UK small and mid-cap companies, which sold off heavily in the immediate aftermath of the referendum. These sorts of businesses tend to be more reliant on the health of the country’s economy than the multi-nationals in the FTSE 100 and their share prices have recovered strongly…
I have to admit that after conducting rigorous research for today’s coverage of Hurricane Energy (LON:HUR), my impression that this was a company worth around £50m turned out to be rather on the low side. It is interesting that the latest stellar share price run has left the company with a market capitalisation of over…
Kraft Heinz’s bid for Unilever (LON:ULVR) will not be the last takeover approach for the Anglo-Dutch business, in my opinion. The strength of the US dollar makes it an obvious move not only for Kraft Heinz, but for other US-based consumer goods companies who wish to tap into the stunning growth potential of emerging markets.…
