Sunday, 15 July 2018

Four new published articles

I published four new articles on the Share Prophets website in the last week:

The first was focused on the UK retail space here...

"It's not easy out there retail special: Dunelm, DFS & ASOS"

...whilst the second (access here) touched on an update from a leading UK recruitment company:

"PageGroup - still bonkers"


Also I wrote... 

"Time to take some profits after a chavtastic run in Burberry shares"


...which you can read here. And also this piece: 

"Sunday shocker: I agree with the Wail on Sunday re a 'dark horse' "



ShareProphets

Stories we should be thinking about

Stories we should be thinking about


Let’s start off with some equity valuation levels...a derating so far YTD and a
rogues gallery only at lower valuation than the UK!
Thoughts?  Plenty of stockpicking scope if not classic value.


By contrast I do not see much value in almost all fixed income areas but I do
agree the voting machine investor has spoken loudly


And talking about fixed income insight...hmm, spot what happens after the
inversion shift stops...

Useful UK economy insight...

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

Thursday, 5 July 2018

Couple of recent financial media articles

First, an article about some earnings out today on the Share Prophets website which you can access here: 

"RNS potpourri - Bovis Homes, Premier Foods & ABF/Tate & Lyle"


ShareProphets

I also appeared on the VOX Markets podcast talking about Bovis, Purplebricks, Premier Foods and Superdry.  You can access this here.  

Vox Markets