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.…
For the second time in a decade, the Fed has hiked its key interest rate target. One year after the first hike, the central bank decided to give continuity to a new tightening trend that is still expected to evolve very slowly over time. Policymakers at the FED now expect three rate rises in 2017,…
It may be the case that after the Horse Hill mania of the past few years, Alba Mineral Resources (LON:ALBA) is finally in sharp focus as a decent small cap prospect. What is interesting from a charting perspective is the last time there was a blip for the bulls, which was associated with the September…
Good morning Vietnam Adventurous investors who want to target countries with the highest growth potential might want to think about opening a position in Vietnam. This South-East Asian frontier market has largely been ignored as a source of investment returns, but it looks as though things are about to change as more people wake up…
