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Welcome to Momentum Monday. I am very glad to announce the imminent arrival of our “Investing Mastermind” series where we hear from different Money Managers on how they invest. This series further enhances our reputation as a leading tool in the hands of conscientious DIY share investors and how we welcome all views from the wide diaspora we call investing. Keep a look out for more detail as it comes to hand. Otherwise, the market continues keeping on despite the volatility and investors would do... Читать дальше...

Market Musings 050524: The EMpire Strikes Back I want to talk today about emerging markets, which have been out of favour for quite some time now. They've underperformed developed markets by a wide margin for a long time, but may finally be becoming more interesting. We can first of all divide the investable public stock universe for the most part into four segments, three segments being developed markets:US at 63%, Europe at over 17%, including the Eurozone UK, Switzerland and Sweden, Japan at over 5% and then a fourth segment... Читать дальше...

Good morning from Paul, near the end of another super-busy week!  We've now covered 440 unique companies in the SCVRs in the 4-months to date. Not long hopefully until we exceed last year's 609, now we're also covering some interesting-looking mid caps too. Someone queried why I'm also mentioning nano caps lately? It's because my new mid-morning movers section picks up some of the interesting news from nano caps. Also, it helps avoid banana skins when they're junk companies that need to raise fresh equity... Читать дальше...

Good morning from Paul, near the end of another super-busy week!  We've now covered 440 unique companies in the SCVRs in the 4-months to date. Not long hopefully until we exceed last year's 609, now we're also covering some interesting-looking mid caps too. Someone queried why I'm also mentioning nano caps lately? It's because my new mid-morning movers section picks up some of the interesting news from nano caps. Also, it helps avoid banana skins when they're junk companies that need to raise fresh equity... Читать дальше...

Good morning, it's Paul amp; Graham here as usual! Today's report is now finished. Explanatory notes - A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. Читать дальше...

Good morning, it's Paul amp; Graham here as usual! Explanatory notes - A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals... Читать дальше...

GUD Holdings (ASX:GUD) listed on the ASX in 1962. The business has never fit neatly into a classification as it has undergone multiple transformations throughout its life. In 2010, 44% of EBIT came from the consumer products division. This included the electrical appliances brand Sunbeam and Oates cleaning products. 28% of EBIT was from the automotive division and 25% from Davey Water Products. The remainder was from the security division. Prior to that they even owned Victa Mowers. Today, GUD is... Читать дальше...

Good morning from Paul amp; Graham! Today's report is now finished. Explanatory notes - A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals... Читать дальше...

There is an undeniable trend in UK markets for takeovers of listed companies, and it is easy to see why. Of the roughly 800 UK stocks with a positive EBITDA, the median EV/EBITDA is 10 versus 15 for the 3000 such companies in the US market. There are some fundamental reasons for this mismatch in valuation. Pension Fund Flows One of the biggest reasons for this disparity is a dramatic shift away from UK Equities being owned by UK Pension funds. The Capital Markets Industry Taskforce (CMIT) reports that this is due to two trends. Читать дальше...

Good morning from Paul amp; Graham! Explanatory notes - A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals, not trying to predict market sentiment. Читать дальше...