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UK Shuns Black Friday 2015 while Alibaba Sings on Singles Day

11 November Would you walk over a dying man for a Smart TV? Or would you punch a fellow shopper in the face for a pair of Levis jeans? Neither would the British public it would seem. Black Friday 2015, the biggest shopping event of the year in the US, and generator of Youtube videos…

ICAP and Tullett, the new Avengers of the inter-dealer market?

10 November Hawkeyes have been on Tullett Prebon and ICAP of late, with talks of the two Hulks of the inter-dealer money brokerage business undergoing a merger. The move would see Tullett Prebon acquiring its rival’s global broking business in exchange for new shares worth in excess of £800 million, larger than its current market…

What to Buy, what to Sell

What to buy? What to sell? This is a question on fund managers’ minds as the seasonal rotation out of winners/losers and into stocks that hold good prospects for the new year commences. This week it’s all about levels. My Clients have be notified of the following and others: International Consolidated Airlines (IAG) started the week at 570p, a…

Glencore (GLEN): Digging deep to impress

              4 Novembver 2015 Shares in Glencore (GLEN) remain in recovery mode, with a Q3 update and production report clearly putting investors at ease as one of the first official business reports since the September share price plunge on debt level concerns. This comes via pleasing progress on much-needed…

Hikma Pharmaceuticals (HIK): Investors get itchy feet

              2 Nov 2015                                             Shares in Hikma Pharmaceuticals (HIK) are footing the UK 100 this morning after the pharma company delivered an unpalatable profits warning within its…

Did the Santa Rally start early in 2015?

If you want to improve your forecasting ability, you’d do well to start here: For 19 out of the past 23 years the UK 100 has delivered gains into year-end. These ‘traditional Santa Rallies’ have often seen the index itself top gains of 3% between early November and late December while some of its stocks…

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