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…
There is a growing feeling that UK inflation could pick up dramatically over the next few years. You can see this from the increase in the five-year break even rate, which is based on the yield difference between conventional gilts and those linked to the RPI. In August this hit a 13-month high of 2.6%.…
J-C Juncker thinks the EU should be “intransigent” towards Britain. Be it noted that the EU does not however feel minded to be intransigent towards itself. It jolly well ought. I illustrate this with a piece from Guido: “The EU’s auditors have failed to sign off Brussels accounts for the 22nd year in a row, claiming that…
Twitter may be worth a lot more than many believe. While Facebook, Instagram, Pinterest and SnapChat delight investors with their lunar reach, Twitter remains a forgotten power that no one is willing to buy. But that could be about to change. “If it happens in the world, it happens on Twitter.” That’s probably the most…
Having been a great fan of Pantheon Resources (PANR) the worst thing is to see the price action struggle over recent sessions. But below 100p is a concern. I have to admit the big breakdown was something which took me by surprise, especially as it did not seem that the September 5th operational update from VOBM#2 was…
Owning Centamin (LON:CEY) as part of a diversified portfolio of shares looks like a sound move given the uncertain outlook for the global economy. One of the big success stories of 2016 has been the rising price of gold. It started the year at $1,061 per ounce and now trades 18.3% higher at $1,255 per…
Domino’s Pizza (DOM) has clearly been a massive success on both a fundamental and technical basis for many years. It still continues in this vein, and therefore anyone attempting to call time on the bull run, or even begin to suggest that the group may be running out of steam, is likely to come a…
My wife and I know Alan and Gina Miller (pictured). Gina is better known in some circles as Mrs Wham Glam and has instructed Lord Pannick QC to appear for her in the RCJ Strand to force HMG to put an irrevocable Brexit decision to the House of Commons first. Mrs Wham Glam is a…
