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Wazzup today in the markets – 15th May 2017
GfK (gfk_de) – Q1 FY17 results: Softening up the minority hold-outs . . Ransomware: chutzpah or Cui Bono? . GfK (gfk_de) – Q1 FY17 results: Softening up the minority holdouts Just in case the minority hold-outs needed more encouragement to accept KKR’s €43.50 per share […]
Continue readingClosing long position on Apple Inc (aapl) for a +29% gain (+105% annualised)
I am closing my long position on Apple (aapl) I established back in February at $121.4 ps. With the shares closing at $156.1 on Friday, that’s a gain of approx +29% over the 100 days held; an annualised return of 105%. GrowthRater porfolio – recent closed positions GrowthRater model portfolio additions – Apple […]
Continue readingDonny two scoops
Forget Trump sacking FBI chief Comey or the occasional missile strike on another’s sovereign territory, the mainstream media has now got their teeth into something really big. Don’t tell the kids, but he gets two scoops of ice cream, while the journalists only got one! The Don seems to have attracted a new and more […]
Continue readingWazzup today in the markets – 11th May 2017
BT Group (bt_a_l) – Q4 & FY17 results: Markets seem finally to get the message . Vivendi (viv_pa) – Q1 FY17 results: + Offer for Havas – a compliance red flag! . NIBE Industrier AB (nibe-b_st) – Q1 FY17 results: A rebound in organic sales, but….. […]
Continue readingWazzup today in the markets – 10th May 2017
ITV (itv_l) – Q FY17 IMS: Mid-year 2017 inflection point or just wishful thinking ahead of Brexit negotiations? . Wolters Kluwer (wkl_as) – Q1 FY17 IMS: No fireworks, but a >5% OpFCF yield = a NIRP bolt-hole Compass Group (cpg_l) – H1 FY17 results: Solid value & improving momentum . Muted start to […]
Continue readingApril Non-farm payrolls: how to turn +76k jobs into +194k
This is feeling like Groundhog day. Another monthly jobs report by the Dept of Labor showing strong employment growth and triggering a wall of narrative from the markets proclaiming the next rate rise like the second coming, but another conclusion based on what Trump might describe as ‘fake news’. Were those who predicted April MoM […]
Continue readingPearson correlation? Cost cuts deflect attention from CEO remuneration
I am kicking myself over my stupidity. I should have anticipated Pearson’s CEO would find a bone to offer to shareholders over a contentious AGM which was voting, amongst other things, on the decision to award the CEO a +20% pay rise to a cool £1.5m for last year despite having to abandon profit guidance […]
Continue readingWazzup today in the markets – 3rd May 2017
Apple (aapl) – Q2 FY17 results: iPhone unit sales edge lower on China fall . Verisk (vrsk – Q1 FY17 results: Muted start to the year Rational AG (raa_de) – Q1 FY17 results: A storming start following last year’s ‘SelfCookingCenter’ launch . Muted start to the year from US & […]
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