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HOW COMFORTABLE IS IT REALLY TO BE A SHEEP?

I just came back from the Isle of Man yesterday with the kids and as any parent will know, the one thing that kids love more than anything (perhaps with the exception of chocolate) are animals. So, there I was sitting next to my girls in Tapnell Farm watching them bottle feed baby lambs (very cute) and it got me thinking. It got me thinking about the differences between us and animals; about how as humans we have evolved over the years to run the planet whilst animals have for the most part stayed largely the same. I’m no biologist but I would imagine with my limited knowledge of science that ...

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WHY IT’S IMPORTANT TO HAVE A HEDGE EVEN IF YOU DON’T HAVE A GARDEN

Hooray! It’s the last day of the financial year 2017/18 and people are totting up their income and capital gains to see how much money they made. Like every year some investors had a good year and some had a not so good year. However, what most people don’t realise is that whilst the financial year runs from April 6th to April 5th, that is not where you should be concentrating your energy on. You see I am pretty sure that for most investors their share portfolios would have done pretty brilliantly from April last year (2017) to December and that’s because the stock market was doing really well...

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THE FINAL NAIL IN THE COFFIN FOR RETAIL COMPANIES?

Sometimes it can take a while for investors to wake up and smell the coffee. Even if the aroma is filling the room, we all know that being snug in bed and living in the blissful world of ignorance is sometimes a happier place – at least for a while. Well unfortunately sleeping time is over and it’s time to get moving. That’s because the retail market is dying a slow painful death. This isn’t new and yet it amazes me how many investors still hold on to their retail shares. Companies like Next and Debenhams have been in long term decline for several years and still I see and hear people buying t...

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DON’T TRADE CRYPTO CURRENCY – JUST MINE IT!

Like anything in life that involves money people will often jump in without thinking. It’s a dangerous game to play but because the pay-off can sometimes be very good, investors usually take the risk. Look at Bitcoin for example. Yes, lots of people made lots of money in it but I also know just as money people who lost a lot of money as well. We shouldn’t forget that Sir Isaac Newton was a very wise man and it was he who taught us that ‘what goes up must come down’. Perhaps he didn’t use those exact words but if he was here today he’d be chomping on his Granny Smith and nodding his head I’m su...

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FANCY GETTING 8% ON YOUR CASH SAVING?

I know that it’s hard to believe but there are some places in the world where investors are getting 8% on their cash savings! I know this because I am one of them. Now I’m the last person that would usually advocate cash savings because interest rates are so poor and with inflation of 2.5% you would normally have nothing left over which is why I always tell my clients to stay clear of them. However, when interest rates are touching 8% and your money is accessible after only one year then it becomes a different ball game. And so, where I am talking about exactly? – well you may be surprised bu...

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Stock ISAs

 Last week I had a client come in to my office with over half a million pounds worth of share certificates that had been accumulated for over 30 years. What a logistical mess. It took my team over 7 hours to work through all of the papers and this is only the first part of the job done. Now the fun bit starts where we have to contact the various Share Registrars and raise indemnities to sort out missing or invalid certificates. I don’t know if you have ever tried calling a Share Registrar but you are typically on hold for around 10-15 minutes and because it’s a premium rate telephone number it...

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IS TRADITIONAL ADVERTISING DEAD?

   It’s official – advertising is dead. Other than the chocolate teapot industry I can’t think of any industry that I would like to invest in less. Think about it for a second. Back in the day the media was controlled by a small number of elite companies, all well-connected and all out to serve themselves. Whether it was television, newspaper or radio there were only a small number of big players that made Russian oil oligarchs look like that they were operating in a free market economy. These big shots controlled all the chips on the table with ferocity. In fact, it was so well controlled tha...

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Has Donald Trump gone mad?

[caption id="attachment_2459" align="aligncenter" width="620"] Republican presidential candidate Donald Trump speaks during a campaign rally, Thursday, Jan. 21, 2016, in Las Vegas. (AP Photo/Isaac Brekken)[/caption]   As most people around the world I have been quietly increasing my stock of food and water supplies whilst digging a bunker at the bottom of my garden, just in case Donald Trump decides to set the world on fire. Not long ago he was teasing Kim Jong-un to press the red nuclear button but thankfully the Winter Olympics held in South Korea a few weeks ago offered us all a much-needed...

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AIM High

It’s not always easy to make money when volatility spooks the hell out of people and nowhere is that more common place than in the AIM market. However, lest we forget that the AIM market also has some massive advantages. I have been trading for 25 years and as a professional for at least 15 of those years, and during that time the vast majority of my success has come from the AIM market. My single biggest trade was ASOS (As Seen On Screen) which I recommended to my clients at 3p and several years later it was up to £70 a share! Penny shares are definitely more risky and so the risk disclaimer...

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Is Italy going bust?

   It’s been a while since I posted my last blog so before I tell you why I think that Italy might go bust (yes, it’s a serious as that) let me explain my absence. During the past year or so I have been writing a book which I’m hoping will be published later this year. It’s not a straight forward piece of literature unfortunately because it’s more of an expose than a book, and so it’s been a challenge to include everything that I wanted to without the risk of getting sued by the firms and people that it will be exposing! I shan’t say any more than this fornow but let’s just say that its all in...

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What will happen on March 29th?

11th March 2019. Officially the UK is still expected to leave the European Union on March 29th. But with talk of a delay, what happens in the coming days and weeks remains unclear. There are still plenty of questions that remain unanswered. Download pdf of our full Brexit, the 29th March report . Brexit a stockbroker view

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Investing in Platinum

25th February 2019.

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The FTSE 250 Income Stock that thrives in volatile markets

11th February 2019.

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Venezuela - the current situation

4th February 2019.

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What's better, funds or shares?

28th January 2019.

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Ilika Technologies

Readers may remember a company we discussed a few years ago in the field of Graphene production: Versarien. Lucky investors managed to get the share at entry for 13p only to sell out at circa 150p. Versarien was a high technology play that engaged university participation at an early stage, very similar to the company Ilika (IKA).

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Brexit-proof shares

Tritax Big Box REIT plc is a real estate investment trust (REIT) focused on investing in logistics facilities in the United Kingdom. It invests in and manages both standing assets and pre-let forward funded developments. The Company focuses on well-located, modern Big Box logistics assets, typically greater than 500,000 square feet, let to institutional-grade tenants on long-term leases (typically at least 12 years in length) with upward-only rent reviews and geographic and tenant diversification throughout the UK. Victrex is engaged in the manufacture and sale of various polymers. The Company...

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Oil Companies in focus

17th December 2018.

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Brexit Outcomes

10th December 2018 Ahead of the crucial Brexit vote we take a look at an outcome analysis and how this will affect the markets. The purpose of this report is to not align with a particular view to which side is either right or wrong but to assess the effects of Brexit and look for opportunities. It can be said the words “deal or no deal” have not been heard these many times since the popular TV gameshow with Noel Edmunds. It is entirely likely that most of the population is completely unaware of what a deal consists of and what a no deal scenario would result in, with inflammatory headlines ou...

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3th December 2018: Interserve

The Financial Times reported that Interserve was looking for a deal to refinance its debt which would mean lenders taking a significant loss while public shareholders would be "virtually wiped out". Its share price dropped to a 30-year low last month. Ahead of the Monday’s open which could with no doubt see investors rushing to the exits we look at Interserve and evaluate the company and some strategies that could benefit investors. Interserve constructs and maintains government buildings, and provides services, from nursing in people’s homes to managing probation for the Ministry of Justice. ...

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Indivior

The company is a specialty pharmaceuticals business and was established as the Buprenorphine division of Reckitt Benckiser in 1994. In December 2014, it was spun off into a separate company named Indivior by Reckitt Benckiser. By February 2015, the company was capitalised at £2.3 billion on the London Stock Exchange. Indivior had a good start when it came to the market, but there were always concerns regarding the generic com- petition that could eat into Indivior’s market share of the addiction market. These concerns became a reality in June 2018 when Reddy’s Laboratories, India’s second larg...

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Weekly Report: Sophos Group

Sophos Group is a provider of cloud-enabled end-user and network security solutions. Its geographic segments include Europe, Middle East and Africa (EMEA), the Americas, and Asia Pacific and Japan (APJ). Its products under end-user security include Sophos Mobile Control 6, which is developed to include Sophos Secure Email, a personal information management container solution for e-mail, calendar and contacts, and Sophos Server Protection Advanced, which integrates server application to deliver single-click server lockdown, using Sophos Central management. Its products under network security in...

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Weekly Report: Gold

The gold price has fallen for the month of November to 4-week lows, thanks to a higher U.S. dollar index and lower crude oil prices which are pressuring the precious metals markets. The US Central Bank kept rates unchanged, but have reaffirmed its monetary tightening stance, setting the stage for a 25-basis point rate hike in December. As a result, the treasury yields spiked, which has pushed up the dollar and this effect has been seen in the declining price of gold. With the outcome of Brexit and concerns of Italian debt levels rising, the gold price now looks like a good level for entry. Dow...

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Weekly Report: HSBC

Over the past six months, shares in HSBC, one of the world’s largest banks, have slipped 11% excluding dividends. This means that the bank is underperforming the broader FTSE 100. Over the same period, the UK’s leading share index has declined just 5% excluding distributions to investors. Year-to-date, the performance gap is even wider. Since the beginning of 2018, shares in HSBC have underperformed the FTSE 100 by 8.8%. There are several different reasons why HSBC has lagged the broader market this year.   Download The Report

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Weekly Report: Optibiotix

With the main market falling sharply with worries about Brexit, it may be worthwhile to look at opportunities on the small-cap market, we will today look at one such company called Optibiotix. Optibiotix is a life sciences company in the field of human microbiota modulation conducting research into prebiotic products that modulate the human microbiome to produce a health benefit. It has a pipeline of microbiome modulators that can impact on lipid and cholesterol management, energy harvest, and appetite suppression. OptiBiotix was established by microbiologist Stephen O’Hara in March 2012, the ...

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Weekly Report: Under-Valued Insurers

In this week’s report we will look at two FTSE 100 blue chip insurers – Prudential and Legal & General. On the one hand, they operate in a sector which is relatively immune to the economic cycle (people don’t typically cancel their life insurance just because there’s a recession). On the other hand, and despite their blue-chip credentials, Prudential cut its dividend following the bear market of 2003 and Legal and General cut its dividend following the bear market of 2008. However, if these insurers have learned the right lessons, and if their shares are trading at reasonable prices today, the...

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Weekly Report: Vodafone CFD

Today we look at a potential short-term trade on Vodafone. The defensive telecom play is normally found in most retail portfolios, being attractive to investors who look for income, as it has been a reliable source of dividends for many years. The company has recently fallen significantly over 30% in the last few months. Shareholder Elliott Advisors have reportedly built a stake in Vodafone since this decline. We now take closer look to examine the benefits of potentially buying Vodafone. Vodafone's dividend yield currently sits at 8.3%. While price to earnings is at 21.5, price to free cash f...

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Weekly Report: The London Stock Exchange

In this report we are looking at the best performing FTSE 100 share since 2008, the London Stock Exchange Group, which has returned a phenomenal 545%. We believe, that despite this astronomical rise, there is still reason for investment. 

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01/10/2018 - Who left their Swimsuit at Home?

Many years before I began trading in equities and funds I was a currency trader. In fact, one of the main reasons that I stopped was because when I first started trading foreign exchange we had the French Franc, the German Deutschemark and the Italian lira amongst many other European currencies. After the Euro came in, the entire currency market dropped on its head and thousands in the City, including me, left the industry. Luckily for me, back then I was still in my early training days at the Royal Bank of Scotland and so it was relatively straight forward to realign my career path and move s...

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Weekly Report: Directa Plus

Directa plus is one of the largest producers and suppliers of graphene-based products in the world. The graphene-based products are natural, chemical-free and sustainably produced. They are found in commercial applications such as smart textiles, tyres, composite materials and environmental solutions, and they’re suitable for many other uses as well. Established in 2005, the company has a unique and patented technology process and a scalable and portable manufacturing model.   Download The Report

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24/09/2018 - Algorithm Trading is no oil painting

If you have been paying close attention to the stock market recently you may have seen a strange phenomenon that you couldn’t quite put your finger on. The reason that maybe you can’t put your finger on it, is because the phenomenon that I talk of has become so common place that it actually no longer feels like a phenomenon; it feels like any other day in the market.   What I’m talking about is unjustified or unusual volatility in the market. In other words, it’s when the pricing of the index quickly increases or decreases in value for no apparent reason. It happened just a couple of weeks ago...

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Weekly Report: Frontier Developments Plc

Frontier Developments is engaged in developing non-game applications and video games for the entertainment sector. The Company's segments include self-published and external publishers. The self-published segment is engaged in sales of the game and digital in-game. The Company has completed work for external publishers, including Screamride and Tales from Deep Space. Its games are developed using its COBRA cross-platform technology, allowing code and resources developed on personal computer (PC) to be compiled and run on XBox360, PS3, iPhone operating system (iOS) and Nintendo WiiU. The Compan...

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17/09/2018 - Why the FSCS should be saying “Not tonight mate, you’re not comin’ in”

Whenever you invest in anything you are assuming two types of risk, and in order to make money effectively you need to understand both of them. The first type of risk is ‘credit risk’ and the second type is ‘market risk’. Credit risk refers to the risk that the company which you are investing through will run off with your money. In other words, you could find a fantastic investment opportunity but if you buy it through Del Boy Trotters & Co. you might find that Rodney is the one who becomes a millionaire this time next year, not you. The second type of risk is investment risk which is pretty ...

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Weekly Report: China’s Belt and Road Initiative

China is strategically important in the world at present and with global economies slowly stalling, everyone is looking at China to maintain their position as the engine driver of global growth. Chinese President Xi Jinping is undertaking a massive infrastructure plan which was announced in 2013. The plan consists of the redeployment of Chinese funds into investments across the globe. The total investment nears to $1trillion dollars, with the aim of boosting trade and stimulate economic growth across Asia and beyond. The Belt and Road Initiative will connect a number of countries around the wo...

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10/09/2018 - THE QE PARTY IS OVER

There is no doubt that in the past decade we have witnessed some of the most incredible growth in equity prices that we have ever seen over any 10-year period. In fact, the UK benchmark stock market, the FTSE100, took just 6 years to double in value from its lows at around 3,500 in March 2009 to just under 7,000 in March 2015 – that’s a whopping 16% annualised return and PLUS you earn your dividends on top! Imagine that. At a time when the Bank of England Base rate was floored at 0.5%, the lowest level in its 320+ years of history, and when most current account holders were lucky to be seeing ...

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Weekly Report: Investment Trusts to Beat the Benchmark

This week we have chosen two ‘under the radar’ investment trusts which have historically beaten their benchmarks, and which are at present trading at discounts to their NAVs.   Download The Report

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04/09/2018 - BULLET-PROOFING BREXIT

There is only one word on the lips of investors right now and that is ‘Brexit’. It is a small word, indeed only six characters in length and yet its impact has been so prolific that it has fuelled the most heated debate in a generation and has divided a nation. It is the ultimate marmite question if ever there was one, either you love it, or you hate it. Whilst I have no more of an answer to the political conundrum than any of our seemingly incompetent representatives in Parliament, I do have a solution to the investment problem. You see Brexit isn’t a big deal when it comes to finance, and in...

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Weekly Report: Intermediate Capital Group

Intermediate Capital Group at the end of July reported a strong first quarter, with success driven by increases in the firm's assets under management (AUM) and four prospective new deals. The company increased its AUM to €32.9bn over the quarter ended 30 June, up 15% on 31 March, and reported that deployment remains strong across strategies. Download The Report

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Weekly Report: Brexit - An Alternative View

Brexit will be a subject talked about for years, whether we as a nation rightly or wrongly moving away from the EU is a matter of debate, the purpose of this report is to summarize the effects and to present an alternative view on the purpose of Brexit. The EU is currently Britain’s biggest trading partner, this is soon to change if we see a Brexit situation materialise. Brexit is a topic that people hold strong views on but only really hold surface level details as to how we came to this point and the overall importance of this matter. Download The Report

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16/08/2018 - The Pump and Dump Scandal

I’m no author but I have just recently finished writing my first (and last) ever book, entitled “The 13 Insider Trading Secrets that will blow your mind” It’s an expose of what goes on in the City from the 20+ years that I have been in the game and specifically it talks about how trading and investing in general is rigged in favour of the professionals against the retail investors. There is some pretty hard-hitting truth of what goes on behind closed doors that I think needs to be out in the public domain. The scandals, money laundering, clients being ripped off, principal dealing, CFDs, brown...

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Weekly Report: Aviva and Legal and General

Today we look at two interesting companies,  Aviva and Legal and General

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Weekly Report: Bagir Group

Today we look at an interesting company listed on the AIM market: Bagir group. In its initial placing in 2014, the company raised GBP 20.0 million at a price of 56 pence, giving it a market capitalisation of GBP 28.1 million. Download The Report

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02/08/2018 - Why Do Investors Still Not Understand Bonds?

When the stock market volatility is not doing you any favours and when the banks are screwing you for every penny saved that you have worked so hard for, it makes you wonder why investors still fail to recognise the obvious sanctuary of fixed income investments. I mean, just think about it for a second. The stock market has been booming for a decade since the collapse in 2008 and the low in equity prices globally around March 2009. Since then we have seen this unprecedented run which many would argue has been nothing short of magical. Even the Brexit vote and subsequent turmoil and mayhem has ...

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Weekly Report: Glencore Plc

At the beginning of July, Glencore's stock fell sharply, wiping a staggering £5bn (€5.6bn) off the company's market value. Accusations of corruption, money laundering and dodgy deals with highly ques-tionable regimes in hot countries are being hurled at the Swiss based group by the US Department of Justice. Accusations of such a nature from such a pow-erful institute are bound to be seen it in the share price. It also forced Glencore to set up a board sub-committee to investigate the ac-cusations. In addition, its chairman quickly pledged a shares buyback this year of $1bn (€860m), no doubt to...

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Weekly Report: Playtech

Today we look at this well-known gambling software development company founded in 1999. The company provides software for online casinos, online poker rooms, online bingo games, online sports betting, scratch games, mobile gaming, live dealer games and fixed-odds arcade games. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.   Download The Report

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Is it time to short the house builders?

Over the last recent months the housebuilding sector has seen a strange consistent sell-off. It is widely believed that we are entering a period where we may see continued falls in property prices across the UK. Some areas will be more susceptible than others, ie London, with banking jobs moving to EU, Brexit having a very tangible effect in general on foreign investment into the UK and the falling value of the pound   Download The Report

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The Rotterdam Port and the effects of Brexit

The port of Rotterdam is the largest and busiest in Europe. It has been expanded every decade since WW2 and now just so far out into sea that it takes less time to drive to The Hague from the centre of town than it does to the tip of the city’s own harbour.   Download The Report

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04/07/2018 - Is this the easiest investment strategy ever?

Everybody is in search of the holy grail of investing, right? We are all out there looking for this one silver bullet that will solve all of our financial woes and of course along the way there are plenty of mistakes that are being made by investors. However, one of the biggest mistakes that are being made in my opinion is that people are over-complicating things in search of making money. It is as if our human defensive mechanism nature kicks in and we automatically assume that in order to make money or to make our investments grow, that it has to be complicated. For example, one of the most ...

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03/07/2018 - Why Europe is falling and why it is a good time to buy.

One of the most common debates that I have with my clients and investors generally is whether it is better to be a long term buy and hold investor or if in fact it makes more financial sense to trade the stock market. Advocates on either side will tell you why theirs is the most compelling argument. For example, a buy and hold investor will tell you that ‘it’s not timing of the market but time IN the market’. A short-term investor on the other hand will tell you that the only way to beat the market is to trade the market; otherwise you may as well buy an index rate tracker. Whilst both stateme...

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Undervalued investment trusts

An investment trust is a form of collective investment. Investment trusts are closed-end funds and are constituted as public limited companies. The name is somewhat misleading, given that an investment "trust" is not in fact a "trust" in the legal sense at all, but a separate legal person or a company. It is basically a pool or a basket of securities.       Download The Report

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Bonds

A bond is a fixed income investment in which an investor loans money to an entity (typically corpo-rate or governmental) which borrows the funds for a defined period of time at a variable or fixed interest rate. Bonds are used by companies, municipalities, states and sovereign governments to raise money and finance   Download The Report

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25/06/2018 - Get ready for the day ahead

Putting yourself under duress is not only important but necessary. That’s because the physical body and the mental state of the mind are inextricably linked. Therefore, and unlike people who like to wake up slowly, have a nice cup of coffee, have a full English breakfast and then ease their way into the day, I am the polar opposite. Yes, I like coffee as much as the next person and I love a full English but before that I want to put myself under intense pressure. This is counter intuitive to the body because it’s not expecting it, especially first thing in the morning, and if you are really lu...

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18/06/2018 - Don’t be fooled by the scammers

It’s so annoying when good, hard working people get scammed out of their money. It’s even worse when those good, hard working people are vulnerable either because of their age, their health, their lack of experience or knowledge or maybe it’s just because they are less able to protect themselves. What I’m talking about of course are the boiler room scammers and con artists selling you the dream that doesn’t exist. Despite the best effort of the FCA, in my opinion I think that this problem is getting worse, much worse. In fact, I don’t think that a day goes by in my job where I don’t speak to a...

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14/06/2018 - Kim Jong-Un and Trump finally get it on

I’m a firm believer in speaking my mind and I think most traders are. I think that’s because when I search for opportunities in the market I have to be sure, I mean really sure. There can be no doubt in my mind, not even a flicker of doubt. The moment that doubt enters your mind, the trade is probably lost because you have just entered a new whole world of uncertainty and pain. You doubt everything, you doubt your entry point, the company you have just bought, your analysis, your exit, is your stop-loss too far? is too near? hell – do I even need a stop loss on this trade? - worst of all you d...

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The Retail Environment

In the last ten years a number of high profile retailers have disappeared from the high street, such as Comet, Woolworths, Toys R Us, BHS and more recently we have seen large store closures from retail giant House of Fraser. Today we look at the reasons behind these closures, also looking for any associated trading opportunities to them. Download the full report

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WEBIS - worth a gamble?

Webis (WEB.L) is a holding company operating in the gaming and technology sectors. The company is listed on the Alternative Investment Market (AIM) in London and operates from offices based in Douglas, Isle of Man, Lexington, Kentucky and San Francisco. The company has two operations - Watch and Wager and Cal Expo horse racing.     Download the full report

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07/06/2018 - Inheritance Tax,why you shouldn't pay

You may not know this about me but I regard myself as a modern-day Robin Hood. That’s because I steal from the rich and give to the poor. Now before you call the police allow me to explain - by ‘stealing’ I don’t mean theft in the traditional sense. What I mean I that I even things up by taking valuable information which is usually available only to the wealthiest elite and I disseminate that information to the masses. Stealing information and knowledge is far more valuable than money, and in any case, it’s not stealing anyway. The rich just happen to have acquired this information/knowledge b...

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June Stock Tips

thumbnail of LSS Newsletter – 4.6.18 – June Top Picks133

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04/06/2018 - PICKING BOTTOMS IS A DIRTY HABIT

There are many rules to investing and trading but one of the simplest and most important ones is simply that you have to mitigate risk and maximise return. In fact, it’s the bedrock of making money and without it, you are totally lost. So, I’m always focussing my time and effort on this equation. Quite recently I actually wrote a 20-page E-book which you can download on this topic if you go to www.londonstonesecurities.co.uk. I also spent months analysing data from scores, no hundreds, of investor portfolios and what I found didn’t surprise me. They all showed the same pattern – the real and ‘

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29/05/2018 - how to make money made simple

When it comes to making money, the formula is surprisingly quite simple. You need to look at cashflow. Yes, you can look at capital appreciation and try and make money on the asset base, or if you were feeling particularly frisky you might like the idea of ‘speculate to accumulate’, or you could just stick your money on the 3-legged horse ‘Pull Your Pants Down’ running out of starting gate 13 at Ascot. However, the sensible money is made through a strong appreciation and respect of those two eternal concepts of risk and return. Once you understand that everything (yes, I mean everything) has a...

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23/05/2018 - bye to beaufort

When it comes to investing in shares there are two main types of risk – market risk and credit risk. The ‘market risk’ is the risk of the stock market and that can be mitigated through sensible investment strategies including using options, futures, inverse ETFs and so on. The market risk is therefore something that everybody knows about, and it is what investors are completely pre-occupied with when they think about risk. However, there is another type of risk which is much worse than market risk and that is ‘credit risk’. The reason that it is worse than market risk is that it won’t just aff...

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Undervalued Stock Picks

The market has reached all-time highs. Main market valuations are through the roof, which leads some investors to believe that there are little or no ‘cheap’ stocks available. Investors are also painfully aware that there is basically no return on cash. Bearing both factors in mind, we have chosen two FTSE 350 stocks which offer both income and growth potential.      

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22/05/2018 - Steady your AIM before Shooting

I have been very fortunate in my career in as much that I have experienced many different types of investment products and markets whilst working for a number of different companies. From massive, international investment banks like Deutsche Bank and RBS to smaller specialist outfits like Hoodless Brennan, which later became Beaufort Securities, and later still became bankrupt (more about that later). And it’s because of this varied experience and knowledge in different markets that I have seen things within the investment world that most people don’t see. I know successful traders and fund ma...

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09/05/2018 - you have to look down from above to see the entire picture

When it comes to investments there are many rules that you need to follow in order to give yourself the best chance of becoming successful and I know this because I have broken most of them at least once during my career. However, there is one rule which stands out above all and that is to always consider the bigger picture and not to get bogged down in detail. That’s because way too much emphasis is placed on trying to pick the next penny share that will go from a penny to a pound or trying to find the best dividend paying company with good cover or just simply trying to find a company in a c...

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09/05/2018 - why bonds are still misunderstood

For those of you who know me, you will know that I am a huge advocate of people taking control of their lives through sensible investing. It’s one of those things that is sorely missed in our education system. Even with my own education with an ‘A’ in Economics A-level, a 2.1 degree in Economics and Accounting, a Masters in Business and Finance and various post-graduate professional qualifications to my name, I can honestly say that none of these courses actually taught me anything about investing. It was all theory with lovely concepts, ideas and historical reasoning. It was all about yesterd...

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09/05/2018 - why bonds are still misunderstood

For those of you who know me, you will know that I am a huge advocate of people taking control of their lives through sensible investing. It’s one of those things that is sorely missed in our education system. Even with my own education with an ‘A’ in Economics A-level, a 2.1 degree in Economics and Accounting, a Masters in Business and Finance and various post-graduate professional qualifications to my name, I can honestly say that none of these courses actually taught me anything about investing. It was all theory with lovely concepts, ideas and historical reasoning. It was all about yesterd...

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03/05/2018 - LOVE YOUR WORK AS MUCH AS YOU LOVE YOUR LIFE

Today as like any other day I woke up and got ready for work. However, and despite the not so great weather, I decided that rather than driving to the train station as I normally do, I would walk. I wasn’t quite sure why I felt this sudden urge to walk but sometimes you just have to do what your heart desires, even if your brain can’t make logical sense of it at the time. So that’s what I did. And then as I began walking it dawned upon me why any rational person would choose the cold and wind over the warmth of a car. It was simply because that I could. I had subconsciously decided that becaus...

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30/04/2018 - Who would have thunk it? Asda-burys!

Over the weekend I was as shocked as everybody else to hear that Sainsburys and Asda were in advanced negotiations to merge and create a new retailing empire worth £10billion. OMG! The schoolground bully that has reigned supreme and unchallenged for so long, must be worrying this morning after hearing the weekend news. In fact, the only thing that will seem to save Tesco now will be the Competition Watchdog and the Takeover for Panels and Mergers. If they think that competition will be reduced then it won’t pass. However, as I write this article at 805am on Monday 30th April, Sainsburys is tra...

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Global Yachting Group

The Global Yachting Group (GYG) was formed from the joint venture of two of the most prestigious global superyacht painting, service and supply companies, Pinmar and Rolling Stock. Today GYG operates six market-leading brands; Pin-mar, Pinmar USA, Pinmar Supply, Rolling Stock, ACA Marine and Techno Craft, offering a comprehensive painting and supply service for the global superyacht sector. With over 70 years collective experience in the superyacht industry and a highly skilled workforce, GYG is now a leading provider of services to the world’s superyacht fleet.   Download The Report

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Stock picks for April

Shire plc is a biotech company focused on serving people with rare diseases and other specialized conditions. The $32bn acquisition of Baxalta has barely been digested, but Shire is itself now the subject of takeover speculation. Japanese rival Takeda has made three proposals - only to have them all rejected - and remains in play, while Botox creator Allergan has now thrown its hat in the ring as a potential suitor as well.   Download The Report

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International Biotechnology Trust

Launched in 1994, International Biotechnology Trust (IBT) offers a highly-differentiated source of equity income and targets a yield of 4% drawn from the capital generated by a diversified portfolio of biotech companies, the majority of which are based in the USA. The main holdings, at the time of writing, are Amgen, Biogen, Gilead Sciences, Alexion Pharma and Celgene. It is approx. 51% invested in healthcare and 56% invested in the US. The Compa-ny invests in companies that are good value with experienced management and strong potential upside through the development and/or commercialisation ...

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01/05/2018 - # We're in the money...# ? Doh!

After the shock announcement over the weekend of Sainsburys and Asda potentially merging to create a £10 billion behemoth retail giant that will surpass even the monster that is Tesco, I had a lot of questions about how this position should be traded i.e. how to make money from the deal. So today I’m going to share with you some simple strategies. Now remember, as I always say with my articles, I am not giving investment advice and I’m not encouraging you to take any sort of action. I’m just sharing what I know and hopefully you will take some value from it. Right, that’s the risk disclaimer o...

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25/04/2018 - why debt is no longer a dirty word

Debt is one of those dirty words that people don’t seem to like to talk about, especially in my household when I was growing up. That’s because being part of that first generation of children that were born in this great country to migrants from Panjab (India) in search of a better life, I have had instilled in me from a very young age that debt equates to the devil. Even when people struggled to feed their families taking out debt was the last thing on their minds. If we had no food, my parents would find another way. Debt was that bad that we could go without clothes, books or food if necess...

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25/04/2018 - it's time to audit the auditors

It’s difficult enough to make money in the stock market without being fed false information. I mean, before you buy a share you probably look at the company’s balance sheet, the profit and loss account, research the directors on board, break down the business model, analyse the chart, look at the dividend flow and cover, research the market place, look at your bank account to see if you have enough money, speak to your wife to make sure she’s not going to leave you if it all goes horribly wrong and then finally, you pull the trigger – you ring up your broker and ask them to buy you £10,000 of ...

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20/04/2018 - 3 TIPS TO BECOME a successful Entrepreneur

I have never really regarded myself as being a particularly talented businessman or entrepreneur. To the contrary, I see myself as average at best. I don’t know whether that is because I am always very hard on myself or because I compare how my skill set as an entrepreneur compares against that of being an investor. If that’s the comparison then hands down, the investor wins. That’s because I have dedicated my entire adult life to becoming good at one thing and that is how to invest money and I have to say it’s a pretty useful skill to have learned. If you think that everybody in the world (wi...

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18/04/2018 - Focus on your losses, not your profits.

Everybody wants to make money in the stock market but it’s all too easy to get distracted from how to do that. In fact, over the years the distraction has become so strong that I feel that most investors have actually lost their way entirely. You see, very much like me, my thinking is also quite simple. For example, and whilst I can’t say for sure I would imagine that if you go back far enough to when people first began investing in the stock market, you would probably find that they focussed mostly on the risk element of their portfolio. I’m also sure that the collapse of the equity markets t...

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17/04/2018 - The Triple S 'Share Spike Strategy'

For today’s article, I thought that it was about time to start to giving my two avid followers some real, tangible value. That’s not to say that I don’t think that you receive great value and no doubt pleasure from my information packed, informative and mildly witty reports but rather you deserve now to see how to make real money from it. So today I’m going to share with you a very simple but incredibly effective strategy that I use to make money for me and my clients. Now I should warn you as I always do, this is not investment advice and I don’t want you to implement it, lose your money and ...

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15/04/2018 - EUROPE LOOKS CHEAP TO ME

Despite the fact that I believe that the market could suffer a crash either this year or next. that is not to say that I am not investing or that you shouldn’t either. After all investing in the markets whilst simultaneously protecting a portfolio using hedging strategies is not the same as sitting in cash and watching your money dwindle away into the abyss through inflation. So, with that mindset, and assuming that you agree with my hypothesis the next question is where do you invest? Well, US technology stocks certainly are not flavour of the month. What with Trump’s tweets on Amazon (which ...

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02/04/2018 - How comfortable is it really to be a sheep?

I just came back from the Isle of Man yesterday with the kids and as any parent will know, the one thing that kids love more than anything (perhaps with the exception of chocolate) are animals. So, there I was sitting next to my girls in Tapnell Farm watching them bottle feed baby lambs (very cute) and it got me thinking. It got me thinking about the differences between us and animals; about how as humans we have evolved over the years to run the planet whilst animals have for the most part stayed largely the same. I’m no biologist but I would imagine with my limited knowledge of science that ...

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29/03/2018 - Why it’s important to have a hedge even if you don’t have a garden

Hooray! It’s the last day of the financial year 2017/18 and people are totting up their income and capital gains to see how much money they made. Like every year some investors had a good year and some had a not so good year. However, what most people don’t realise is that whilst the financial year runs from April 6th to April 5th, that is not where you should be concentrating your energy on. You see I am pretty sure that for most investors their share portfolios would have done pretty brilliantly from April last year (2017) to December and that’s because the stock market was doing really well...

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25/03/2018 - The final nail in the coffin for retail companies?

Sometimes it can take a while for investors to wake up and smell the coffee. Even if the aroma is filling the room, we all know that being snug in bed and living in the blissful world of ignorance is sometimes a happier place – at least for a while. Well unfortunately sleeping time is over and it’s time to get moving. That’s because the retail market is dying a slow painful death. This isn’t new and yet it amazes me how many investors still hold on to their retail shares. Companies like Next and Debenhams have been in long term decline for several years and still I see and hear people buying t...

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19/03/2018 - Don’t trade Crypto Currency – Just Mine it!

Like anything in life that involves money people will often jump in without thinking. It’s a dangerous game to play but because the pay-off can sometimes be very good, investors usually take the risk. Look at Bitcoin for example. Yes, lots of people made lots of money in it but I also know just as money people who lost a lot of money as well. We shouldn’t forget that Sir Isaac Newton was a very wise man and it was he who taught us that ‘what goes up must come down’. Perhaps he didn’t use those exact words but if he was here today he’d be chomping on his Granny Smith and nodding his head I’m su...

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How to protect your portfolio from the next crash

There is a misconception amongst most private investors that the only way in which they can improve the performance of their share portfolio is either through increasing income (dividends) or capital growth. This is not true. Yes, you can improve the return on your investments by doing either one of those but there is something far more effective and that is CAPITAL PRESERVATION.

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Top Missed Investments

Throughout the history of investments, there has always been a tremendous amount of missed opportunities. These opportunities burn in investors minds, prompting them to invest into something in the hope to replicate returns, often resulting in massive losses.

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The Dow

The Dow Jones Industrial Average (DJI)

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The Independent IT plc

5-star rated Absolute Return Trust

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Dividend Darlings for 2018

 A defensive investment strategy for 2018

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Modern Silk Road

Belt and Road Initiative

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ITV

ITV

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BARGAIN SHARES JULY 2017

It is not easy to spot bargain shares. As we enter the unpredictable summer season, we come to recap on what has happened during the first half of the year. It is no surprise that UK equities have done well, mostly due to the weaker pound. But on analysing this further, we find that the FTSE 100’s modest increase of 2.4% so far has been overshadowed by the FTSE 250 and the AIM, both of which are up 7% and 14%, respectively. Bearing this in mind, and certainly fitting for the times, we have chosen three heavy hit FTSE 350 stocks offering both income and growth potential from current trading lev...

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Good defensive stock - PayPoint Plc

The market has reached all-time highs, which leads some investors to believe that there is little or no capital growth available. Investors are also painfully aware that there is basically no return on cash. With uncertainty regarding the upcoming general election and the future of the UK relationship with the EU, now may be a good time to move into defensive income yielding shares, also know as defensive stock. It’s not just utilities that make good defensive stocks. If you feel your portfolio needs some protection against a volatile stock market, you may want to switch some of your grow stoc...

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FTSE 350 Dividend Paying Stocks - June 2017

With Brexit already confirmed to be bad news for the Economy, there is no wonder investors are facing greater challenges when deciding where to place their investments. This, however, brought an unexpected boost for dividend paying stocks, with an estimated £15.4 billion pay-out to shareholders of UK Companies in the first months of 2017. It is of no surprise then, that a lot of emphasis is being put lately on choosing a defensive investment strategy. Dividend yielding stocks are great to keep an income stream, but doing your homework and choosing wisely, could also bank some stocks with great...

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High dividend yield with Epwin Group Plc

With inflation set to rise above 3%, obtaining a high dividend yield could become a necessity for many investors. While the FTSE 100 yields around 3.7%, its real-terms return is coming under pressure. Therefore, investors may need to consider higher-yielding shares in order to generate a sufficiently high return, specially if they require a minimum stream of cash flow from their portfolio.

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April 2017 Top Stock Picks for Income and Growth

TOP STOCK PICKS FOR BOTH INCOME AND GROWTH POTENTIAL

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Santa Claus Rally Retrospective

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Dispelling the myths behind CFDs

To begin talking about CFDs, let me start by saying that as somebody who has been trading in the stock market for more than 20 years, I have seen quite a few changes in my time, some good and some bad. However, the problem is that more often than not, and certainly as a private investor, it’s sometimes difficult to decipher those changes which are largely positive and those which may impact you negatively. For example, let’s look at the change in terms of the scope of investment products available to the retail market compared to say ten years ago. Certainly, in the last decade we have seen an...

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