1. This graphic showing prime agricultural land outperforming prime real estate in the UK was on the front page of today's Financial Times...

2. I muse about Centrica in my latest ShareProphets column...not a happy share today after a 30% dividend cut:
3. Nestle results were solid (but not compelling enough for me to buy here)...
4. ...whilst I continue to be excited about Philip Morris International opportunities after listening to their CFO present at the CAGNY conference. Wal-Mart by contrast I would need to see a lower share price to buy the stock.
5. Finally, the ECB minutes were not wholly illuminating but did show that effectively Germany helped induce the non region-wide risk sharing seen in last month's QE announcement. Funnily enough it looks as if such non general risk sharing continues with the Germans apparently blocking the latest Greek bail-out/restructuring suggestions...I think this story will keep on running as they search for a compromise (or a breakdown of the eurozone as we know it).




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