fredag den 27. januar 2017

Jim Mellon, May meets Trump, and Uru Metals - all in today's Daily Newsletter from Master Investor

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DAILY BULLETIN
Friday 27 January 2017
Mellon on the Markets
by Jim Mellon | Economics | 7 mins. to read
Jim Mellon
I made a speech a few days ago to a gathering of property entrepreneurs in London. I intended to speak of my excitement about the new science surrounding longevity – and I did – but I think had I not mentioned property I would have been lynched!

So I improvised some thoughts on real estate, and particularly about the UK property market. What is clear to me is that British, and London property in particular, remains generally overvalued relative to the incomes of the average people buying it. Although sterling's fall has made some property more interesting to foreign investors, this is more than offset by the overbuilding that is evident everywhere in the capital and in the major regional cities..


 
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LATEST STORIES FROM OUR BLOG

Uru Metals
Uru Metals: Broadening triangle targets as high as 3p

by Zak Mir | Trading | 1 mins. to read
It may just be me, but it does appear that there are several saucer formation stocks around in the small caps space currently. One of the flavours of the month is Uru Metals (LON:URU)
 
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Theresa Trump
When Theresa met Donald

by Victor Hill | Economics | 12 mins. to read
Suddenly everyone is talking trade deals – while TTP and probably TTIP bite the dust. Why does President Trump prefer bilateral trade deals to multilateral ones?
 
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Oxford Pharmascience: Break of 50 day line points towards 3p

by Zak Mir | Trading | 1 mins. to read
Given that both my parents are doctors, I of course feel fully qualified to discuss the investment proposition at Oxford Pharmascience Group (LON:OXP).
 
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How to Invest Like… Anthony Bolton

by Filipe R Costa | Equities | 5 mins. to read
While writing this column, I'm listening to some beautiful classical music that fits perfectly into the festive season. The angelic coral voices from "A Garland of Carols" help me relax and find inspiration to write about the legendary British investor Anthony Bolton. 
 
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Rolls-Royce's recovery has wings

by Robert Stephens | Equities | 4 mins. to read
While Donald Trump's victory in the US election was unpopular, there will inevitably be some winners from his Presidency. One sector which could record higher profitability as a result of his win is the defence sector
 
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QUOTE OF THE DAY

"I buy expensive suits. They just look cheap on me."
                                                Warren Buffett
MASTER INVESTOR VIDEO EXCLUSIVE
TipTV Fun for investors
LATEST EDITION OUT NOW

Agriculture - Prepare to harvest the next growth market
  • Mellon on the markets - The master investor's top picks for 2017
  • Fund manager favourites - The companies attracting the big bets in 2017
  • National Grid - A dividend investor's dream stock?
  • Bag a bargain - Investment trusts trading on big discounts
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Master Investor Magazine 19
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