Market Comment and Small-Cap Catch-Up
7 mins. to read
Mark Watson-Mitchell comments on the broad market as well as Devro, K3 Capital, Safestyle and some of next Tuesday’s AGMs.
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December Mining Update
9 mins. to read
John Cornford kicks off the month with a look at Ncodezi and Xtract Resources.
Are we past the market bottom and inflation top?
3 mins. to read
Historical data points toward increasing odds of recession amid growing inflation numbers, and the current profit projections for 2023 are still very optimistic and sitting on not-so-low valuations.
Evil Diaries: Handbaggery
0 mins. to read
Simon Cawkwell, AKA Evil Knievil, with his latest trading and gambling exploits – writing exclusively for Master Investor.
Cohort – Defense Outfit Set to Change Gears
3 mins. to read
Mark Watson-Mitchell says that he expects this firm’s interims to show recovery and record order books.
Edinburgh Investment Trust: Good Progress under New Manager
2 mins. to read
A lot has happened to the £1.2bn Edinburgh Investment Trust in the last few years, but it looks like those changes are starting to pay off.
Eckoh – Cloud Security has Sunny Outlook
3 mins. to read
Mark Watson-Mitchell reckons that this firm’s seamless experiences create more business while its shares look undervalued.
COP Out – How Climate Science was Captured by the Politics of “Reparations”
13 mins. to read
The COP-27 climate conference in Egypt ended this week, with a deal − not to cap emissions but for old countries to pay “reparations” to new countries. This is unjustified and will do nothing to halt global warming, says Victor Hill.
Evil Diaries: Wanton waste
1 mins. to read
Simon Cawkwell, AKA Evil Knievil, with his latest trading and gambling exploits – writing exclusively for Master Investor.
Looking at both Loungers and the Portmeirion Group
3 mins. to read
Mark Watson-Mitchell considers two of his favourites plus a couple of other stock notes.