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Expert Finance Blogs


David Harbage Blog

David recently retired, after more than 37 years working in the asset management... More


Latest Entries:

29
JUN

Greece-induced trauma: opportunity or not?

The current travails of Greece, and in particular the parlous state of its public finances, dominated market sentiment today. The FTSE100 fell by 2% to 6,620, while European bourses (both equity and bond markets) fell further and, on the foreign exchange market, the Euro currency lost ground. The question both traders and investors will be asking themselves is, "Does this setback provide a buying opportunity, or not?"


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25
JUN

Redevelopment of Meridian TV Studios site - Inland Regulatory News (RNS)

"Today's announcement of procuring planning permission for 351 homes on the former Meridian TV studios in Southampton represents another positive 'brick in the wall' (please excuse the pun) for Inland Homes. Project value of £70m, this underpins the asset value highlighted in 17 June blog. By contrast with other listed house builders, the book value of INL stock appears very attractive with true worth (based on current value of its land in the south of England, much of it consented) in the region of 85p per share. The share price to book valuation (P/B) of the peer group is typically in excess of 2x (based on net tangible assets advised on last reported balance sheet). While a historic earnings based valuation would show the larger premium listed builders in a better light, profits from INL appear set to surprise on the upside and projecting forward to estimate profits in 2016 would suggest that both INL and the builders at large are on 11.8 times consensus forecasts.


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25
JUN

'Head over Heart' - (or exclude emotional baggage)

Sensible private investors in equity will no doubt have a diversified portfolio of collective investment vehicles and company shares, but within the latter they may well be inclined towards a few favourites. All individual stocks, however apparently successful, must have a price at which the prudent intelligent owner would consider them as being overvalued and would decide to sell.  


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17
JUN

Retaining belief in the FTSE100 and House-builders

The mega cap end of the UK equity market, as measured by the FTSE100 index, has given up much of the gains made in the year to date as concerns surrounding Greece and the prospect of higher interest rates in the US have dampened our local post-election euphoria. By contrast, the mid cap FTSE250 index has retained most of its 2015 advance, reflecting in part superior earnings growth and, more pertinently perhaps, an inherent higher exposure to the domestic economy.


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Resident IFA Blog

lse.co.uk's resident Independent Financial Adviser (IFA) has 13 years experience... More


Latest Entries:

31
MAR

Budget 2014

Our latest 'Quick Poll' posed the question "How do you feel about the Budget?"


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11
OCT

Risk & Reward: Shares

Most of us have come across Shares at one time or another.


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17
NOV

Disclosure (Cheap as chips Pt.2)

The case I mentioned in 'Cheap as chips!' two days ago has already been accepted.
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15
NOV

Cheap as chips!

Life Insurance…money for old rope? Good value?
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Naked Trader Blog

Robbie Burns - aka The Naked Trader - has become a cult figure in the wor... More


Latest Entries:

15
NOV

The demise of MF Global

The collapse of MF Global raises one or two interesting issues.
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13
OCT

Lessons learned over 4 years

First, apologies for being so lazy and not updating this column enough. I could blame a dodgy knee, but that's probably not enough is it?!
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11
FEB

A (very) cautionary tale

When I hold seminars, I often hear some terrible stories about trades gone wrong.
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26
JAN

Spread Betting ‘Stop-Losses’

First of all, thanks a lot for the feedback on my new Spread Betting book. It seems to have helped a lot of you and I’m glad about that.
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