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 […]
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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 […]
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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….. […]
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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 […]
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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 […]
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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 […]
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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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Management by chaos . Did anyone seriously believe that Trump would be able to get his ambitious stimulus plan through Congress if the economy was chugging along nicely as Yellen was continuing to portray? It was almost as implausible as expecting the EU to offer a painless Brexit for the UK while they remain convinced we […]
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