I will build a great wall – and nobody builds walls better than me, believe me – and I’ll build them very inexpensively. I will build a great, great wall on our southern border, and I will make Mexico pay for that wall. Mark my words. – Donald Trump (during U.S. presidential campaign, 2016) The…
In the January edition of the MI magazine I’m going to be talking about food. Specifically: why global agribusiness is likely to step centre-stage in the next decade. Basically there are two main reasons. Firstly, the world’s population is growing faster than crop yields are rising. Secondly, we are running out of new agricultural land…
I like the idea of looking at companies where there is a big disconnect between the technicals and fundamentals, or of course, they are simply disliked. In the case of Avanti Communications (LON:AVN) we have been warned for some time “Houston, we have a problem.” Even though the recent history of Avanti Comms has not…
We do not focus on short-term performance issues; we focus on the valuation of fundamentals. Our disciplined approach guides us, we believe, to the best opportunities in the stock market and we are very patient investors. We expect our performance to improve when the market begins again to focus, as it inevitably will, on valuation.…
I got an unusual telephone call from a longstanding contact in the market yesterday evening. He drew my attention to the piece that now follows. It was written by Robert Lea in yesterday’s Times: “These odd outsourcing companies present an interesting post-Brexit conundrum. But there is nothing so strange about these businesses as their accounting.…
Investment bank Northland Capital Partners (“Northland”) is delighted to sponsor the Master Investor Show 2017. Hosted at the Business Design Centre, London on March 25th, Northland will bring its investment services to the UK’s number one platform for connecting private investors with the CEOs and founders of companies. As exclusive sponsors of the event’s Gallery…
It would appear that as we finish 2016 there is a battle raging between Sound Energy (LON:SOU) and Hurricane Energy (LON:HUR) for the oil & gas minnow of the year. Interestingly enough, it may be that Hurricane wins the “punters” prize after the latest announcement. Is it not ironic that the small-cap companies who tend…
Perhaps the main effect of Brexit thus far has been a weakening of sterling. This is set to cause a rise in inflation as imports become increasingly expensive. Although the Bank of England remains dovish, a tighter monetary policy stance may become necessary as the price level rises at a faster pace and weaker sterling…
You might have thought that 2016 was going to be the year for cyber security group Falanx (LON:FLX). However, it may be the case that 2017 will be the year that the company comes up Trumps. I have interviewed cyber security company Falanx on several occasions, with the impression each time being that this is…
The last twenty years have seen significant growth in the use of technical analysis and charting. The growth of the internet and much more trading by normal retail investors has played a big part in this. As its use has increased, the software we use to try to analyse markets has got ever more sophisticated.…
