17th October 18
Homebuilder Crest Nicholson have been struggling in recent times and the Co. have developed a new strategy to address the poor performance. Here are some of the highlight from the current...
Read More17th October 18
Last week's sell-off in the stock markets was not one we could brush off as we seem to routinely do these days. After a megacycle which has seen a parabolic bull run since 2009 send the...
Read More16th October 18
This morning one of UK's largest homebuilders Bellway send out their prelim results for the period ending 31st July. Main Highlights: A robust trading performance and...
Read More15th October 18
This morning Shoe Zone sent out its latest full year trading update and it makes for good reading as the discount shoe retailer bucks the market trend (for retailers) and beats guidance.; ...
Read More15th October 18
I don’t get any pleasure by uttering those immortal words ‘I told you so’, but that’s exactly how I’m going to begin this week’s article. That’s because...
Read More12th October 18
Much as one wants to resist saying 'I told you so', it was hard to ignore the passive nature of the market in assuming trends across the various asset classes can continue ad infinitum. The...
Read More12th October 18
A messy week for US stocks after the sharp drop on Wall Street. All the major indices fell sharply to the tune of 3-4% and are showing little sign of any meaningful recovery into the. &...
Read More12th October 18
1. Not surprised - to see theUnited States equity market’s weakness as, after one of the longest bull runs and a 50%+ rise in the Standard & Poors 500 index (the best indication of that...
Read More10th October 18
Telford Homes have provided us with their latest interim results for the six months ended 30 September 2018. Here are some of the highlights from the report: We continue to believe...
Read More9th October 18
The headline may seem an obvious statement in the current climate, where price growth has been so slow in developing in what is now the ninth year of the 'economic recovery' since the financial...
Read More9th October 18
Reports in the media over the weekend suggests that the UK-focused banking group Lloyds are talking to asset manager Schroders about forming a joint venture to manage private client monies. The...
Read More9th October 18
This morning received the latest Q3 update from Greggs, here are the highlights: · Total sales up 7.3% for the 13 weeks to 29 September 2018 · ...
Read More8th October 18
I was away last week and the oil price went onwards and upwards, WTI rose $1.09 and Brent $1.43 albeit with a fall on Thursday. The week saw a rally on speculation about a lack of production led by...
Read More8th October 18
There is a saying in the City that the ‘market is always right’. Even when it’s wrong, it’s right, if you know what I mean? That’s because it’s the value that...
Read More5th October 18
Macro Bond markets were running the show this week, with Treasuries hit further still as a mix of data prompted a more hawkish view from the Fed. Indeed, we heard from the Fed...
Read More3rd October 18
Amerisur has announced this morning that the Pintadillo-1 discovery well is ahead of expectations and will pay back in ‘under a year ‘. The T sand interval has flow tested under natural...
Read More3rd October 18
Among some of the respected fund and money managers in the spot light is a growing fear that with equity markets and valuations at extended levels, exposure in the latest derivatives craze - ETFs -...
Read More2nd October 18
I am away for a few days but can’t avoid seeing the oil price continuing to strengthen, as I write WTI is$75.50 and Brent just shy of $85. The same reasons apply as before but in an...
Read More2nd October 18
Today we received the latest prelim report from Revolution Bars I have mixed feelings about the forward guidance and like for like performance statistics. The Co. state ''Pre-booked Christmas sales...
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