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Something for the Weekend – Le Crunch for Apple

Something for the Weekend – Le Crunch for Apple

3 mins. to read

I know what you must be wondering. What sort of things do I ponder when I’m not thinking about the markets? Well, I’m glad you asked. Three things are playing on my mind. Why do magpies sound like someone shaking a box of matches? Why do pigeons’ wings sound like they need oiling, and how…

Chart of the Day: Cloudtag

Chart of the Day: Cloudtag

1 mins. to read

One of the notable issues with bear bloggers, and indeed those who make negative calls on shares, is that unlike those who are on the buy side one rarely hears anything in terms of a mea culpa if the call turns out to be wrong. Cloudtag, where the bears have just been blown away, is…

The Evil Diaries: Pantheon

The Evil Diaries: Pantheon

0 mins. to read

Apparently, Pantheon (PANR) has experienced sustained equipment misuse and thus failure. Anyway, Haliburton has taken over and therefore we ought to get really good news soon. As previously mentioned, there is nothing wrong with the geological prospect here. I paid 138p this morning.

Chart of the Day: Berkeley Group

Chart of the Day: Berkeley Group

1 mins. to read

The occasion for looking at the charting position of Berkeley Group is the demotion of the housebuilder from the FTSE 100. Normally, this is portrayed in the financial media as being a negative for a stock, but this may not be the case here. Berkeley Group (BKG): June Price Channel towards 3,000p The housing market…

Can factor investing deliver alpha?

Can factor investing deliver alpha?

7 mins. to read

One recent addiction to the already huge portfolio of investment possibilities is factor investing, which aims at revolutionising the way we invest. Until today, investors have been allocating the money in their portfolios into several asset classes: bonds, equities, foreign equities, real assets, commodities, currencies, and so on. But what if instead they could allocate…

The Evil Diaries: “Credit where it is due”

The Evil Diaries: “Credit where it is due”

1 mins. to read

Credit where it is due: as readers know I have this last two years been enraged by the idiocy provided by Charles Stanley. But yesterday the chap who attends to the affairs of Family Cawkwell (a generally thankless task) telephoned to remark that my late mother-in-law’s account had been credited with c. £24,000 through a…

Baffled in Jackson Hole

Baffled in Jackson Hole

7 mins. to read

Every year in late summer the secretive priestly caste that is the world’s central bankers meets in conclave at the Wyoming mountain resort of Jackson Hole. It’s an inconsequential place really – just an upscale mountain cum fishing resort set in a verdant valley between the jagged peaks of the Teton Mountains and the Ventre…

IAG hits some Brexit turbulence

IAG hits some Brexit turbulence

4 mins. to read

IAG at 392p, after the first-half figures, looks very cheap in cash and operating cash flow terms, which also makes the prospective estimated dividend yield of 5 per cent look credible and safe. The price remains below the price on Brexit referendum day. IAG is of course still flying but no longer flying as high as it was back…

Is it time to get off the Sirius Minerals bandwagon?

Is it time to get off the Sirius Minerals bandwagon?

6 mins. to read

When I discussed Sirius Minerals in March, I thought it expensive at around 16p, being too far ahead of any meaningful return even though exceptional once it starts (slowly) in ten years time. I thought the same in June at around 19p. However there has been good news recently, and Sirius became doubly more expensive.…

Chart of the Day: Hague & London Oil

Chart of the Day: Hague & London Oil

1 mins. to read

Rather interestingly, even for those late to the recent share price rise at Hague & London Oil, there would appear to be an opportunity to get on board in the wake of the recent consolidation and news. Hague & London Oil (HNL): Above 200 Day Line Targets 20p It was as long ago as 4…