Meeting criteria – Why a company’s choice of AGM location could be a possible ‘sell’ signal

By Ian Kelly Academics can grow very excited about findings that are ‘statistically significant’. Without wishing to become too bogged down in the maths, however, we would respectfully suggest that, just because something is significant in a statistical context, it does not necessarily follow it is impactful or indeed useful in the real world. It […]

22 October 2014 by The Harried House Hunter

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Price war déjà vu? – look beyond market panic to see a little bit of history repeating

By Kevin Murphy Consider the following excerpts taken from the national broadsheets: “The discounters are moving in at one end of the market … and some blue-chip suppliers are discounting their premium brands. The supermarkets’ middle-ranking, own-label products are looking vulnerable.” “Tesco, Asda, Sainsbury’s and Morrisons are all lowering the price of key grocery items […]

17 September 2014 by The Harried House Hunter

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The Alibaba roadshow runs into town but is it worth 20 times the $8bn it is aiming to raise?

This week in Hong Kong is one of the busiest of the year for the equity community. The giant CLSA conference is in town with hundreds of companies and literally thousands of investors attending from all over the world. This all creates a powerful ‘network effect’ with all the other brokers competing for space in […]

17 September 2014 by The Harried House Hunter

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Does Neil Woodford's view on HSBC hold lessons for the wider investing public?

Neil Woodford’s blog can’t have made happy reading for the bosses at HSBC despite what was genuine praise for their management strategy. Mr Woodford’s investors may also have been reassured that a manager, famous for sticking to his guns, is also prepared to change his mind when circumstances vary. But does his analysis have wider implications […]

4 September 2014 by The Harried House Hunter

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Does Neil Woodford’s view on HSBC hold lessons for the wider investing public?

Neil Woodford’s blog can’t have made happy reading for the bosses at HSBC despite what was genuine praise for their management strategy. Mr Woodford’s investors may also have been reassured that a manager, famous for sticking to his guns, is also prepared to change his mind when circumstances vary. But does his analysis have wider implications […]

4 September 2014 by John Lappin

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A reach for Sky – The valuations are stacked against BSkyB's push into the rest of Europe

By Andrew Lyddon It is a fact of corporate life that company management will occasionally decide to significantly change the strategic direction of the business they run and, whenever this happens, it is a fact of investment life that sometimes you will agree the decision is in the best interests of the business and its […]

2 September 2014 by The Harried House Hunter

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A reach for Sky – The valuations are stacked against BSkyB’s push into the rest of Europe

By Andrew Lyddon It is a fact of corporate life that company management will occasionally decide to significantly change the strategic direction of the business they run and, whenever this happens, it is a fact of investment life that sometimes you will agree the decision is in the best interests of the business and its […]

2 September 2014 by The Value Perspective

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Tullett like it is – structural issues are a concern but not necessarily terminal for a business

By Nick Kirrage Inter-dealer broker Tullett Prebon issued its half-year results at the end of July and it would be fair to say these lived down to the market’s very low expectations. While equities tend to be bought and sold electronically, other assets are less easily traded and inter-dealer brokers help this happen by providing […]

8 August 2014 by The Harried House Hunter

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Buy and hold Royal Mail? Amid competitive and regulatory uncertainty, maybe the profit takers were right

So has the reality of a private company with a huge public service obligation finally become clear to investors in Royal Mail (LON:RMG)? The government, quite rightly, wants Royal Mail to face competitive pressure. All things being equal, competition delivers for consumers of such services. However competition has to be qualified when one firm, especially […]

22 May 2014 by The Harried House Hunter

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Whatever happened to 4G? Or is this Moore’s law in reverse?

Whatever happened to 4G – the super high speed mobile internet that was supposed to revolutionise both our lives and the phone firm profits? Taking a look behind the hype can be instructive for tech stock investors. It suggests that our appetite for constant improvement has its limits. What worked 10 years ago for customer […]

16 May 2014 by Tony Levene

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