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NCC Group – the only game in celebrityville

cyber security firm NCC Group is onto a real winner. Or is it? The company is charged with protecting the online privacy of people who make a living from living very public lives – online. There are thousands of these people in various states of manufacture. They’re like new cars – they roll off the reality…

Housebuilders, REITS: Fund managers lay new floor

UK Housebuilders and Real Estate Investment Trusts (REITs) are delivering a surprise bounce this morning despite a seventh fund saying it had bolted its gates to investors wanting to cash out. This takes the value of frozen real estate funds to more than half of the sector’s £25bn total; both a good and bad thing….

Where Should I Invest Right Now?

It’s a great question and one that, despite a great deal of uncertainty in the markets, has a longer answer than simply ‘buy Gold.’ There are plenty of options that aren’t simply safe ports in a storm and that could deliver decent capital gains as the UK re-adjusts to a new life ex-EU. While we’re…

UK 100 drivers: The un-usual suspects

The UK 100 is doing its best to keep the post-Brexit recovery alive in spite of the understandable uncertainty that has arisen following the referendum. But clients keep throwing the same question my way – how can the index be up if my beloved banks, financials, miners and housebuilders are all on their arse? This…

Diageo – A clearer head off the booze!

UK booze behemoth Diageo has garnered the attention of the public recently, following its foray into the non-alcoholic soft drinks business with an investment in UK startup Seedlip. Most entrepreneurs will be kicking themselves for not thinking of making a truly sophisticated non-alcoholic drink (well, all those except the one that did) – as was I when someone…

Persimmon: Safe as houses? Not quite

Persimmon shares are delivering a textbook lesson to investors this morning, highlighting the dangers in relying on headlines alone. Today’s H1 trading update may show revenues up a handsome 12% coupled with volumes and average selling prices climbing by 6%. But a 4% share price decline is all down to Brexit uncertainty easily outweighing the positive financials…

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