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Kraft Heinz Unilever: A marmite deal?

We are blessed with a whirlwind of exciting M&A news at the moment. At the risk of being a party pooper, however, I have reservations about the latest between Kraft-Heinz and Unilever. Yes the latter has rejected a merger offer, but that’s par for the course in takeover negotiations. Rarely is a first approach accepted….

Don’t just hope for M&A, hunt for it!

A merger or takeover bid from out of the blue is the dream for every retail investor. One of your holdings, that you have backed for a long time, is the subject of a bid from a larger rival or a foreign entity, maybe even a young upstart looking to become a big-league name. The shares of…

All quiet along the Westminster Front, for now

UK Parliament’s February recess this week has provided something of a rarity since June of last year – a week with very little mention of Brexit arising in both research releases and the media. The lack of chatter may come as welcome relief for those that are already sick of the subject, even before we reach the triggering…

Cobham: You’re kidding me, right?

Shareholders in Cobham (COB) must have thought it couldn’t possibly get any worse when a January profits warning claimed the dividend. Five weeks on, however, the ever-struggling defence and aerospace engineer has managed to add insult to injury with yet another one at a time when patience is no better than wafer thin. In fact,…

How long can the latest Wall Street rally last?

Having only broken the 20,000 point barrier three weeks ago after almost two months of trying , the Dow Jones is already over halfway towards 21k in the latest in a string of stock market rallies since Donald Trump was elected as US President. Not only is the Dow soaring, but the S&P 500, Nasdaq and…

UK Index Banks breezing into results season?

The UK Index ’s financial contingent is driving the index higher this morning, banks in particular. This after hawkish testimony from Fed chair Yellen which is supportive in terms of higher interest rates to boost net interest margins – the difference between what banks can charge for loans and what they pay for deposits. This…

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