Stock Tipsters

I have bought Dixons and AstraZenica. The latter is a simple decision. It’s paying a fat dividend and has a low P/E. More than that; it is way cheaper than GSK. This is an argument most people don’t like. They think GSK is nothing like AZN, or Daily Mail is nothing like Trinity Mirror. For […]

The key issue for me going forwards is inflation. I believe inflation is going to halve the value of cash in the next 5 years and if the governments of the West don’t play their cards right then inflation will shoot to about 10% and we will have a replay of the 70’s with 15-30% […]

The market feels too high for me but it will quite likely go higher. I couldn’t resist buying some Aviva; dividends in the 7% area and a P/E around 7 is just too tempting to resist. If the market is off on a long term rally, as I feel is a strong possibility, then Aviva […]

Its all well and good writing investment books and being a pundit on global economics, but can you make money investing? So how is this euro crisis working out for me then? Having bailed a little bit late in the summer slump yet still missing a large chunk of the actual fall and all of […]

From a markets perspective, rarely is the eternal pessimist – i.e the investor currently thinking the world is going to hell in a hand basket – correct. Permanent “bullish” or “bearish” positions are simply not useful. In investment, you must be able to swing from happy to sad. Doing so is essential if you are […]

You have to love Facebook and their IPO. They may not have yet monetised their massive usage on their site, but at $100 a user they surely will have monetised their traffic on Wall Street. Some details: • Facebook plans to raise $5bn in IPO, but this could rise • Company made $1bn of profit […]

There are conflicting signals in the market. 2011’s summer slump was meant to have been caused by European economic uncertainty and the possibility of the Eurozone’s violent implosion. Yet the crisis seems far from being resolved, whilst the markets, at least outside of the euro core, have recovered much of the lost ground. Does this […]

Anyone brave enough to have bought equities in the pit of euro crisis anxiety is looking pretty clever. The markets of Europe and the U.S. have been rallying hard since the euro summit.It was agreed that most of EU countries would tie themselves tighter together for the sake of their common currency. Pundits don’t seem […]

What should an investor be doing right now? The answer is to examine the basics. What are the key elements that make up the investing environment? Firstly, this is not a free market situation anymore. We are operating in a rigged market. That sounds bad, but it’s not as bad as you think. The market […]

The funny thing about the markets and crashes in particular, is that most people get the timing of everything wrong. The latest symptom of this is the completely bogus statement that a bear market is one that has already fallen 20%; this is like saying an accident happens when the participants are admitted to A&E. […]