Chemicals day at Wazzup. – Yesterday’s $14bn merger announcement between Huntsman and Clariant show that it can be done, notwithstanding Akzo Nobel still playing ‘hard to get’ in face of PPG’s multiple advances. With the sector also at the cusp of pushing through price rises to recoup earlier increases in raw material and […]
Continue reading
Johnston Press (jpr_l) – AGM IMS (wk 1-17): Still tough out there for regionals . . . . Johnston Press (jpr_l) – AGM IMS (wk 1-17): Still tough […]
Continue reading
Experian (expn_l) – FY17 results: Sacrificing marketing expenditure to make the margin target . Euromoney (erm_l) – H1 FY17: Signs of stabilisation, but perhaps a little early to celebrate the recovery UBM (ubm_l) – added to GrowthRater portfolio: As price closes below 700p […]
Continue reading
UBM (ubm_l) – AGM trading update: Spartan disclosure, but solid value proposition .Tarsus (trs_l) – IMS: Forward bookings for FY17 +9% (lfl) – too good to be true? […]
Continue reading
ITE (ite_l) – H1 FY17 results & strategy review: Underwhelming on both . Vodafone (vod_l) – FY17 results: Value trap as investors […]
Continue reading
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 reading
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 reading
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 reading