Panic? (part 2)

Panic? (part 2)

‘In my mind, it’s always easier to do a sequel than an original’ – Steven Van Zandt We are not even at the end of the first quarter of the year and global financial markets have racked up two bouts of significant volatility. Back in late January / early...
Should the UK stock market be so disliked?

Should the UK stock market be so disliked?

‘In investing, what is comfortable is rarely profitable’ – Robert Arnott A regular survey of the views of global investors managing collectively many hundreds of billions of Pound’s worth of assets has regularly shown over recent months that the most disliked...
When do you sell?

When do you sell?

‘Don’t gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don’t go up, don’t buy it’ – Will Rogers If only it was possible with shares to adhere to the doctrine of ‘if it don’t go up, don’t...
ITV PLC: Content is still King

ITV PLC: Content is still King

The bid for Sky (SKY) by the American media behemoth Comcast certainly put the cat amongst the pigeons for the sale of various 21st Century Fox assets to the Walt Disney group. My instinct would be that the Murdochs still love Disney and that the latter will end up...
Brand awareness

Brand awareness

I must admit that hanging around an edge of town retail shopping estate is not my natural idea of fun but – as informed a few weeks ago by someone who knows much more about it than me – if you want to have a look at soft furnishings, duvets and such stuff...
What we look to do during results season

What we look to do during results season

‘If you know the enemy and know yourself you need not fear the results of a hundred battles’ – Sun Tzu No matter how much I like researching current investments, looking for new ideas, pondering portfolio strategy and making Fund decisions, there comes a point...