Category Archives: Uncategorized

Explore oil services for attractive value and momentum

Oil services coming back into vogue As a contrarian value investor by nature, I like to look at sectors that have under-performed and which look to offer long-term value. If we look at the performance of the various S&P 500 … Read More

Posted in Commodities, Earnings, Energy, Equities, ETFs, Oil, Uncategorized, US equities, Value Investing, Yield | Leave a comment

Limited budget for wage increases? Could better benefits hold the key to retaining staff as we finally emerge from the downturn?

A surprisingly sunny and warm day recently encouraged me to take a stroll along the seafront not far from where I live, and I soon realised that I was not alone in such a venture. After so many bad weather … Read More

Posted in Employee benefits, Uncategorized | Tagged , , | 1 Comment

More to come from AstraZeneca, Marwyn Value and Rio Tinto

Since late December last year, I have been writing articles for the Mindful Money website. Three of these articles were focused on single UK stocks: 1. AstraZeneca: Why it should defy the bears and perform; 2. Marwyn Value Investors: Unlocking … Read More

Posted in Equities, Investing, Miners, Shares, small cap shares, Uncategorized | Leave a comment

Focus on gold miners as gold glitters once again

Gold bugs have had a good start to 2o14, unlike those invested in stock markets. While the FTSE 100 index has lost 1% over the year to date, in contrast gold futures have gained over 7% in US dollar terms. … Read More

Posted in Asset Allocation, Commodities, ETFs, Gold, Investment trusts, Miners, Trends, Uncategorized, Value Investing | 1 Comment

Buy Europe! The ECB will have to give the Euro economy a boost

Why you should buy Europe now, before the ECB acts Yes, I know that you may be hesitant to buy Continental European stock market exposure, given the travails of the Euro zone since 2008. And you would be right to … Read More

Posted in Banks, Bonds, Debt, Developed markets, Earnings, Economy, Equities, ETFs, Euro zone Crisis, European Central Bank, Eurozone, Investing, Investment trusts, small cap shares, Uncategorized | Leave a comment

Global growth peaking on schedule

The sharp fall in the US Institute for Supply Management (ISM) manufacturing new orders index in January is consistent with the long-standing view here that global industrial growth would peak at end-2013 and moderate in the first half of 2014. … Read More

Posted in Global growth, Uncategorized | Leave a comment

Recovery position – Companies that have fallen heavily in value can go on to make big returns

By Nick Kirrage Imagine a company has seen its share price drop to the extent it is now 90% from its all-time high – how might it then perform over the next five years? Clearly, because otherwise there would be … Read More

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UK monetary trends still expansionary

The acceleration phase is over but monetary trends suggest that UK economic growth will remain solid through summer 2014. The forecasting approach here focuses on the six-month rate of change of real narrow money, as measured by non-financial M1 deflated … Read More

Posted in UK monetary trends, Uncategorized | 1 Comment

The rising cost of university education and how to pay for it.

Parents inevitably want to provide their children with the best education, right the way from nursery and primary school through to University. We all know that education can prove to be costly but how many parents out there can safely … Read More

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The economy of the Ukraine could not be much more unbalanced

Over the weekend the news both in print and on television was filled with images of unrest in the Ukraine as protesting spread. This continues a troubled period for this nation and it is time to peer under the bonnet of … Read More

Posted in Commodities, Current Accounts, General Economics, IMF, Interest rates, Uncategorized, Yield | Tagged , , , , , | 13 Comments
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