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International Consolidated Airlines: Outlook is everything

International Consolidated Airlines shares are testing 2-month lows despite what would appear to be a decent set of Q1 results. Eh? What’s not to like about a welcome return to profitability in the seasonally weak first quarter (it’s been 5 years!) and operating performance helped by the Aer Lingus acquisition? Well, what’s disappointing those prepared…

Royal Bank of Scotland – Get Out While You Can?

The UK banks have once again handed investors a big dollop of volatility around Q1 results, showing that the devil is indeed in the details of sometimes complex and confusing earnings reports. Lloyds Banking Group shares kicked off today’s session in particularly vicious fashion as fuel for both bulls and bears was mined from its…

Apple: Innovation stagnation?

As the adage goes, an Apple a day keeps the doctor at bay. But this doesn’t apply to £650 iPhones. And with good reason – they cost £650. If apples cost £650, you wouldn’t buy them all that often either. Heck, if Apple shares cost £650…. It’s an oft made observation that share prices will…

Anglo American: Tidier after a Brazilian

Anglo American shares have resumed their envious 3-month uptrend (+230% from Jan lows) with investors clearly subscribing to the view that smaller and less-diversified is now better in this new world of lower commodity prices. The $1.5bn sale of one of its largest Brazilian businesses (niobium and phosphates, to China Molybdenum) kicks off and takes it…

Barclays: Can’t comment on Q2 but shares have plenty to say

Barclays shares have broken above March and April highs with potential to challenge the downtrend from last August as markets react favourably to Q1 results. This comes on the back of yesterday’s very bullish response to an update from emerging-markets focused peer Standard Chartered (STAN) which saw its stock put on over 10%. It  also follows…

BP: Better profits

Markets like the look of BP (BP/) results today with the shares gapping up to move even further away from the key 200-day moving average and maintain their recovery uptrend from Feb lows. The jump comes after news that Q1 underlying performance (excluding a host of one-offs and extraordinary charges) was much better than city expectations….

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