Thursday, 5 February 2015

Financial Orbit wrap 05/02/15

Five sentences or graphics which sum up the Financial Orbit output over the last 24 hours across the website, twitter account and anything else thought about...

1. Asia – could be the first of many cuts (20?!) in Chinese reserve ratios?  A great link here on this potential.  Not a real world...anywhere.

2. I muse about a couple of deals by large cap UK corporates (Glaxo and BT Group) in my latest ShareProphets piece...

3. ...meanwhile on Yahoo Finance Contributors I write about why the latest (and more muted) AAII sentiment bull-bear spread is actually good news: 

4. Philip Morris International saw its numbers whacked by FX issues...but I think it will be ok given the still mega free cash flow yield (helping to fund a near 5% dividend yield). 

5. So many other things...Greek/German 'discussions', multiple interesting corporate numbers and slower Twitter growth levels...but a romping after hours share price (+10% as I write):

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