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Dividend arbitrage and the early bird

A few weeks back I wrote about UK 100 bluechip companies paying high dividends (yields of up to 12%) and those dividends most healthily covered by company profits (up to 17x). A combination of the two metrics can help investors filter for companies least likely to cut dividends in times of trouble, and thus the…

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Light at the end of the Mining tunnel

The Resource sector is one of a few big winners this week, with base metals Miners posting several days of excellent returns. But we’ve seen small jumps for Glencore, Anglo American and Rio Tinto already this year. Could Miners finally turn the page on a miserable year? Traders who invested part of their portfolio in…

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Jumping back in the saddle

Sell in May, go away, and come back on St Leger’s Day. Everyone’s heard that old corny adage. Well, guess what, St Leger Stakes horse-race is just around the corner. Next Saturday, 15 September, to be precise. So, is this the best time to come back and trade? As the excitement of the St Leger…

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Mixing it up, UK Index style

It’s an odd mix of companies at the top and bottom of the UK Index this week. Losses for Tobacco giants and Telecoms might suggest investors shunning defensives in favour of risk appetite. However, Banks are also languishing, while Miners and Utilities trade higher. What does this say about market sentiment? So it’s a rather…

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UK 100 : Higher or lower, either will do

The UK 100 index of London listed Blue-chip shares looks set to close higher this week, up by 0.7% at 7670 to be precise. This may might not sound much, but in the context of remaining within 50pts of July highs, following a strong rebound, it suggests that risk appetite remains strong. Which means the…

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Olé, Olé, Olé, OIL, yay!

If ever there was proof that Crude oil has a major influence on the UK 100 today was it. OPEC looks set to roll back by less than expected on the production cuts which helped oil prices almost triple from early 2016 $30 lows to recent highs of $80. Today’s news has helped the UK…

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