One of the biggest and most challenging questions Philip Fisher ever dared to ask a corporate manager was “What are you doing that your competitors aren’t doing yet?” Whilst relatively crude, such a question is often disregarded by those involved in business, who often can barely give a convincing answer when confronted with it. In…
It would appear that everyone is looking for the next Fevertree (LON:FEVR) or Patisserie Valerie (LON:CAKE). It may be that premium chocolate is actually the way forward in this respect. I have covered shares of Hotel Chocolat here before, and noted the way that the founders decided to cash in soon after the IPO –…
Ignacio Salazar called by at Drayton Gardens on Monday afternoon and, as promised, I bearded him on Orosur (LON:OMI) getting round to paying a dividend. I am not alone amongst shareholders in seeking tangible evidence that OMI is run for the shareholders. He made two points. The first is that he wants to be very…
One might have thought that the irritation of listening to noisy snacks being consumed, sitting behind people with big heads, or just being coughed/sneezed on would all diminish the attractions of Cineworld. But apparently this is not the case. By rights one might have thought that a company like Cineworld was heading for the same…
In a decision that promises huge ramifications for investors, on 8 November the US electorate will cast ballot votes to decide who will become the next President of the United States. On one side is Hillary Clinton, who aims to extend the Democrats’ term in office to twelve years, while at the same time becoming…
Miton Global Opportunities (MIGO) could make a useful diversifying holding. The policies followed by the world’s most influential central banks have distorted large parts of the market and left many areas looking vulnerable. This has made it difficult to find pockets of value and uncorrelated sources of return, which is where Miton Global Opportunities could…
It may be the case that the “Posties” rejecting the chance to sell their shares in Royal Mail (LON:RMG) is a decent buy signal for the stock on top of the technical plus points. Although it should be said that sentiment towards Royal Mail, either on the stock market or beyond, has never exactly been…
Despite the Brexit vote, house builders remain an attractive investment proposition. With its high, well-covered yield and low valuation, Berkeley is a star buy for the long term in my opinion. Brexit may cause underperformance in the short run as well as a volatile share price, but Berkeley’s overall risk/reward ratio has significant appeal. According…
One of the things I like most about dividend investing is that there’s a good chance the income will grow faster than inflation. Take the FTSE 100’s dividend as an example. CPI inflation since 1986 has run at an annualised rate of 2.6% per year, whereas the FTSE 100’s dividend has grown by an annualised…
Fashion retailer Supergroup (LON:SGP) could very well become one of the trendy proxies for those looking to short stocks harmed by the weakness of the Pound. Although shares of Superdry fashion brand owner Supergroup managed to double from below 800p in 2014, for this year we have seen headwinds on both the fundamentals and the…
