Sunday, 17 June 2018

Stories we should be thinking about

Stories we should be thinking about


Well...who would have thought Germany would be having a political crisis?


As today’s Sunday Times put it: 'The powerful centre-right alliance of Merkel’s CDU
and the CSU... has survived since the 1940...but for the far-right AfD party has put
at risk the CSU’s prized absolute majority in Bavaria’s parliament'


Crazy times...as nicely captured by the Der Spiegel cover below.  


But is all of this just short-term positioning and could there be a solution?
As one of the key protagonists noted...(link here).


“The cohesion of Europe is at stake as well as the cohesion of Germany.
The situation is serious but it can be overcome,” Seehofer wrote in a guest
column for the Frankfurter Allgemeine paper which was published on Sunday.
He reiterated that he wanted the right to turn people away from Germany but
also stressed he wanted a European solution


And look at Macron...he is certainly not without ambition:

And merge this with enthusiasm towards the euro still and fears about
the imminent death of the current Eurozone set-up are hugely overstated
n my view.  However that is not to say that change and reform should not
be happening...and that’s where the end of June EU Summit comes into play:
more hope, cohesion, regional distribution spend etc.  ‘European solutions’
as noted above...
Meanwhile a pessimistic looking Brexit cartoon...


To read the rest of Stories we should be thinking about click HERE.

Thursday, 14 June 2018

My latest appearance on the VOX Markets Podcast

I appeared again on the VOX Markets podcast.  You can listen here to my latest appearance (free log-in) where I talk about Royal Dutch Shell, BT Group, Rolls Royce, PZ Cussons and Majestic Wines.

Chris Bailey on #RDSB #BT.A #RR. #PDZ #WINE



ShareProphets article fest...

With my recent travelling i have been a bit slow in linking my recent Share Prophets articles.  So here they are! 

Some thoughts on PZ Cussons here... 

"PZ Cussons - UK mixed, Nigeria troubled but fake tan still great!"

...whilst the second (access here) gave some thoughts on the rubbish/recycling company Biffa: 

"Biffa - still brass in muck"


Some thoughts on the housebuilding sector...where I am still cautious: 

"Crest Nicholson shows housebuilders are still rollin', rollin', rollin' DOWN"

Meanwhile telecoms company BT Group is making changes here...

"BT – seeking a new CEO"


I am still negative on funerals company Dignity...

"Dignity - 'continues to believe that trading during 2018 will be volatile' - shares heading only one way"


...meanwhile I am not convinced that temporary office company Workspace is that interesting

"Workspace - tapping markets whilst the window is still open!"



ShareProphets