There are so many funds that invest in the UK stock market that it can be difficult to find one that offers a different type of exposure with the potential to significantly outperform. Few are contrarian enough to really deliver, but that is certainly not the case with CF Miton UK Value Opportunities. This relatively…
The chairman told me about Apple (AAPL on Nasdaq) before the results and that he was short. The chairman has scored. This morning’s DTel’s John Ficenec considers the proposition that Apple may have become too successful for its own good. He is an elegant writer and I suspect, having been a a couple of years…
– The FTSE 100 closed the day at 6,669.10, down 99.97 points. – The FTSE 250 fell by 114.01 points to 17,641.88. – The FTSE All Share sank 47.87 points to 3,640.07. – The FTSE AIM All Share finished 4.61 points higher at 753.60. Johnson Matthey (JMAT) recorded a 1% drop in pre-tax profits for…
Sprue Aegis is a great British company which I have covered for many years, ever since it was listed on the old PLUS markets. The shares have been somewhat of a private investor favourite in recent times, having risen by more than 800% over the past five years. Over that time revenues have more than…
It really is this simple. Even if you, dear reader, are national chairman of Attila The Hun is Tops party you can contact the Labour party and, for just £3, join the Labour party and therefore vote in the Labour leader competition. You then vote for Jeremy Corbyn and, BINGO, the Labour party is out…
– The FTSE 100 closed the day at 6,766.52, a decrease of 22.17 points. – The FTSE 250 fell by 29.11 points to finish at 17,752.31. – The FTSE All Share slipped 10.77 points to 3,686.70. – The FTSE AIM All Share finished 0.39 points higher at 757.62. UK Government borrowing dropped once again in…
I wish our economy could be illustrated in a simple mathematical model where the increase in GDP would be a linear and precise function of the increase in something else under our control. I wish the central bank could print money for us to keep our spending habits without having to work. I wish Paul…
Limited growth options for the diamond industry mean it is entering a sweet-spot of free cash flow and dividends, says Stornoway Diamond’s chief executive Matt Manson. A wave of companies are currently building their first diamond mines, including Stornoway, Firestone and Mountain Province, with each due for production in the next 2 years, but with…
You may not know that profit warnings have hit a 6-year high in the UK. Of course, some companies blame exchange rates, others low oil prices, but I think it’s something else. The list of companies is diverse and tends to imply a more structural problem. Balfour Beatty I mentioned the other week in a…
Like Oedipus before it, PayPal has (sort of) slayed its father eBay and taken the e-commerce seller’s place on the S&P 100 after the online payment system provider spun-off from the company that bought it for $1.5 billion back in 2002. So how will the nascent stock fare untethered from its (former) parent? Well, early…
