My local pub has a movie night on a Monday. I saw a zombie movie there and I don’t want to ruin it but everyone dies at the beginning. I wrote last June about the phenomenon that was making the pub business very lucrative for those that were getting it right in terms of marketing…
While it may be argued that we are spoiled for choice in terms of bullish contenders for stock selection now that equity markets are back at highs and looking comfortable, it still pays to pick out the best looking technical situations if only to try to stack the odds of success in our favour. Tullow…
The recent cut in interest rates and additional Quantitative Easing (QE) announced by the Bank of England has helped stock and bond prices to rally sharply after the initial post-referendum sell-off. It is too early to assess the impact of Brexit on the UK economy, although survey data suggest that the decision to leave the…
The success of Fever Tree Drinks (LON:FEVR) over the past year reminds us, if it were necessary, that so called “sin stocks” of all shapes and sizes can be a great asset class to invest in. On this basis British American Tobacco has to be regarded as a core holding. British American Tobacco (LON:BATS): 5,500p…
Writing in the Magazine this month, Richard Gill has re-iterated his bullish view for Caledonia Mining (AIM:CNCL) after its substantial bull run. I have to disagree. While the company was an obvious beneficiary back in January of any improvement in gold – it is in the middle of a well-flagged expansion project at its Zimbabwe…
As some readers know, the Person from Porlock came to Coleridge’s door as he was writing Kubla Khan. The interruption caused Coleridge to lose his train of thought with disastrous circumstances. I am a little sceptical of this since some years ago I dreamt an absolutely rollicking farce along the lines of the best Noel…
I’m not really a bank investor but when everybody is pessimistic about European banks, the alarm bells ring in my head and I’m tempted to oppose the herd. If there’s profits to be made, it is often via the ugly improving to just bad and not so much via the good improving to even better.…
Looking at the daily chart of G4S, we have a disturbingly accurate picture of the perceived fundamentals of the company, at least in term of sentiment amongst investors. The question now in the wake of today’s chart gap is whether this is the lasting turnaround the bulls have been waiting on? G4S (GFS): Broadening Triangle…
Bad news at Phase III: a potential buy on share price weakness. Following Post Brexit sterling weakness, foreign takeover prospects prevent it from being the obvious sell it might otherwise be. The sterling value of the abortive Pfizer bid at 5,500p is now, after devaluation of the pound, worth a notional 6,000p. Astra Zeneca looks,…
A dialogue between the Master and his trusty sidekick, Dr Watson, at 221B Baker Street, unpacks the most intriguing paradox in contemporary economics. Rising government debt levels should drive interest rates higher. Instead, interest rates are plunging to zero and below. As Holmes explains, our ultimate fate might be in the hands of an evil…
