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Identifying opportunity in adversity

It makes sense for investors’ first reaction to a catastrophe such as Hurricane Harvey to be the identification of companies and share prices which may be negatively impacted. The reasons are three-fold. Firstly, am I in these names, do I need to protect profits and/or can I avoid worsening of losses? Secondly, let me keep…

Indivior: Painful comedown from all-time high

It’s been quite the fall from grace for Indivior shares this morning – down up to 40% to levels traded last July – after a US court ruled that competitor drugs for its Suboxone Film for heroin addiction treatment don’t infringe on its patents. Generic competition has already trimmed Indivior’s US market share for the…

Avoid Inertia; Trade Opportunity

During the penultimate week of August, you could be forgiven for believing that the market would be quiet. However, after the past five sessions, that couldn’t be further from the truth. Reaching the conclusion of the summer months, fund managers, traders and investors alike typically end their summer sabbatical with a return to the markets….

UK Index Miners fly under the radar

Whilst it’s perfectly acceptable to get swept up in the storm of headlines that follow profits warnings, it’s much harder to assess the overall impact of these sensational events. So while many traders were focused on the share price declines of Provident Financial, WPP and Dixons Carphone, they may have missed the Mining sector charging to…

Dixons Carphone – Innovation or Capitulation

Dixons Carphone (DC.) has become the latest company to be added to the list of blue-chip stocks this week issuing a profits warning. The UK’s largest electronics provider announced that headline FY pretax profit will be 11-28% lower than last year, despite a 6% YoY increase in LfL sales in the three months to June….

Accendo Press Quotes – Week Ending August 25

25 Aug Morningstar (Link) “Comments made by U.S. policy makers so far from the Wyoming gathering have generally been supportive not just of an unwinding of the Fed’s bloated balance sheet, but also for another rate hike before the end of the year,” said Henry Croft, research analyst at Accendo Markets. 24 Aug Citywire (Link)…

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