Why Whitbread is set to prosper from Brexit

Follow this link if this email is not displaying correctly DAILY BULLETIN Friday 2 December 2016 Why Whitbread is set to prosper from Brexit by Robert Stephens | Equities | 5 mins. to read It's easy to look at Brexit and come to the conclusion that it will be bad for all UK-focused companies. After all, it brings uncertainty, change and a potentially negative impact on the UK's overall economic performance. However, as with any situation, there will be winners and losers. Some companies will see their sales and profitability fall if reduced spending and investment become a reality. However, other companies could record little change in their performance, while some will inevitably benefit from Brexit. Among those companies which are well-placed to prosper from Brexit is Whitbread (LON:WTB). The Costa and Premier Inn owner has a loyal customer base, which means that its sales performance may be more akin to a consumer staple than a consumer discretionary. Further, Premier Inn in particular could benefit from consumers trading down to budget hotel options, while the company's international growth potential remains high. Therefore, in my opinion Whitbread will prosper from Brexit.   Click here to read the full story LATEST STORIES FROM OUR BLOG Amur Minerals: 'Golden cross' buy signal approaching by Zak Mir | Trading | 1 mins. to read Amur Minerals (LON:AMC) was a hero stock for private investors in the first half of last year, moving from below 10p to over 40p in ultra quick time.   Click here to read the full story Spifflicated at Richmond by Evil Knievil | Evil Diaries | 1 mins. to read For most investors, it's been a case of 'so far, so good' since the EU referendum. The only real impact of the result to leave the EU has been a weaker pound, which has benefited exporters and put pressure on importers.   Click here to read the full story Red Rock Resources: Triangle target well north of 1p by Zak Mir | Trading | 1 mins. to read Following on from yesterday's look at Metal Tiger (LON:MTR), we have a company which has been helped by its association with it, Red Rock Resources (LON:RRR).   Click here to read the full story Is ABF the answer to Brexit woes? by Robert Stephens | Equities | 4 mins. to read For most investors, it's been a case of 'so far, so good' since the EU referendum. The only real impact of the result to leave the EU has been a weaker pound, which has benefited exporters and put pressure on importers.   Click here to read the full story Escape from the Brexit Labyrinth by Victor Hill | Economics | 11 mins. to read Every school kid now knows that if the British government wants to fulfil the will of the British people expressed last June they have "to trigger" or, "to invoke" Article 50 of the Treaty of Lisbon (2007).   Click here to read the full story QUOTE OF THE DAY "I don't think anyone should write their autobiography until after they're dead."                                                  Samuel Goldwyn MASTER INVESTOR VIDEO EXCLUSIVE LATEST EDITION OUT NOW Is your portfolio ready for a 2008-style financial crisis? Bank valuations already at lowest point since 2008 - a precursor to another blow-up. A real risk of Italy leaving the Euro, French insolvency, and Germany writing off huge loans to Southern Europe.  Disruptive political events, like Brexit or the US election, threaten to throw markets off course. Will China's debt bubble finally burst, just when no-one expected it? Click here to download as PDF   Click here to read in ISSUU format Master Investor Ltd. Suite 88, 22 Notting Hill Gate London, W11 3JE T: +44 7515 542707 E: swen@masterinvestor.co.uk Share the newsletter: Follow us: Copyright © 2016 Master Investor Ltd, All rights reserved. Master Investor is a trading name of Master Investor Ltd. Material contained within Master Investor Magazine and its website is for general information purposes only and is not intended to be relied upon by individual readers in making (or refraining from making) any specific investment decisions. Master Investor Ltd. does not accept any liability for any losses suffered by any user as a result or any such descision. If a Daily Bulletin is too frequent, why not opt in to our once weekly mailing list for a round up of the week's news. Want to change how you receive these emails? Why did I get this | Unsubscribe from this list | Update subscription preferences