Rolls-Royce’s recovery has wings

Follow this link if this email is not displaying correctly DAILY BULLETIN Thursday 26 January 2017 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. His promise of greater military spending and the possibility of rising defence spending among NATO members means the sector could reverse years of cutbacks. Similarly, Brexit may not be popular among vast swathes of the UK electorate. However, its effect on sterling has been significant and highly beneficial to a number of UK-listed shares. It could even mean acquisitions undertaken by overseas firms are more likely. One company which is therefore worth buying in my opinion is Rolls-Royce (LON:RR). Alongside the two catalysts of Trump and Brexit, it also has a sound strategy and fair valuation which could send its shares higher over the long run.   Click here to read the full story LATEST STORIES FROM OUR BLOG 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).    Click here to read the full story How to Invest Like… Anthony Bolton by Filipe R Costa | Equities | 5 mins. to read As we say goodbye to 2016 it's time for my annual review of how the UK small cap markets have performed, and for a few investment ideas for 2017.   Click here to read the full story ECR Minerals: Triangle target towards 3.5p by Zak Mir | Trading | 1 mins. to read One of the challenges of charting minnows on the stock market is to identify the differences between flash-in-the-pan spikes for a stock and a lasting turnaround.   Click here to read the full story Revamped Alliance Trust has global appeal by Nick Sudbury | Funds | 5 mins. to read In December the Board of Alliance Trust (LON:ATST) announced plans to change its investment approach by appointing eight specialist equity managers with proven stock-picking skills.    Click here to read the full story Shire has defensive appeal by Robert Stephens | Equities | 5 mins. to read Since the inauguration of Donald Trump on Friday, market conditions have become increasingly volatile.   Click here to read the full story QUOTE OF THE DAY "The best luck of all is the luck you make for yourself."                                                 Douglas MacArthur MASTER INVESTOR VIDEO EXCLUSIVE 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 Click here to download as PDF   Click here to read online 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 © 2017 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