Thursday, 23 July 2015

Financial Orbit wrap 23/07/15

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. A massive corporate results day...and with more to come (Starbucks, Amazon, Visa etc after hours...)  Overall tone?  Differentiation and in my view selected opportunities (but keep your hedges up).

2. I write about Syngenta following their numbers and conclude that if Monsanto want to successfully bid for them...they are going to have to bid up...(link here).


3. I also write about the UK-listed Johnson Matthey and conclude that you do a lot worse with regard to a precious metals related proxy due to their general technology/innovation excellence (link here). 

4. And then onto the US...in a first cut GM, 3M and CAT...with the latter capturing my attention the most...


5. ...and then in a second cut Dr Pepper and Kimberly-Clark.  Impressive shareholder remuneration from both...but the latter has a very strong performing division slightly hidden by the overall numbers (although the shares are not cheap at the moment). 

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