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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…

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Accendo Press Quotes – Week Ending 6 Nov

CRH gets a boost as UBS upgrades European construction News.markets – 6 Nov http://news.markets/shares/crh-gets-a-boost-as-ubs-upgrades-european-construction-18379/ US job hopes boost markets in London and Asia Proactive Investors – 6 Nov http://www.proactiveinvestors.co.uk/companies/market_reports/117175/us-job-hopes-boost-markets-in-london-and-asia-117175.html Sterling falls off a cliff as Bank of England keeps interest rate hike at bay City-AM – 6 Nov http://www.cityam.com/228142/sterling-falls-off-a-cliff-as-bank-of-england-keeps-interest-rate-hike-at-bay Deutsche Bank upgrades Glencore as it…

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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…

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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…

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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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Pets at Home (PETS): Fenton!

30 Oct 2015 Investors in Pets at Home (PETS) are having an allergic reaction to today’s H1 trading statement, toppling the shares by 7% from all-time highs just 18-months post IPO. While H1 sales grew 1.8% organically, strength in several business lines was countered by ‘continuing seasonal challenges’ (a.k.a. persistent weakness) in Health & Hygiene…

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