Taylor Wimpey, the death of narrative and Mkango Resources - all in today's Daily Newsletter from Master Investor

Follow this link if this email is not displaying correctly DAILY BULLETIN Thursday 02 February 2017 Housing crisis makes this house builder a strong buy by Robert Stephens | Equities | 4 mins. to read In recent decades, house prices have become a national obsession. Other countries across Europe seem to lack this constant focus on how much house prices have changed in the last month, quarter or year. However, in the UK the love of rising house prices looks set to stay in the long run. The reason for this is a continued imbalance between demand and supply. Put simply, there are not enough houses built each year to satisfy demand, so prices continue to rise. Therefore, buying a house or investing in companies which build them has proven to be a sound investment strategy in the past and is likely to continue to be so in the long run. This year, though, looks set to be the exception. The Brexit effect on business confidence, inflation, and consumer confidence is yet to come in my view. As such, house prices could fail to march upwards this year, which I think makes now a good time to buy house builder Taylor Wimpey (LON:TW).   Click here to read the full story LATEST STORIES FROM OUR BLOG Mkango Resources: Above 4p should lead to 7p by Zak Mir | Trading | 1 mins. to read It is perhaps just as difficult to grapple with a company which divides investor opinion, as one which is held in low regard.    Click here to read the full story The death of narrative by Tim Price | Economics | 6 mins. to read 2016 incorporated many themes, but the one I would suggest is most pertinent to private investors could be called 'the death of narrative'. To put it another way, whenever Groupthink encountered the prospect of a geopolitical sea change, it would turn out to be irretrievably wrong.   Click here to read the full story EVR Holdings: Trend channel target still towards 14p by Zak Mir | Trading | 1 mins. to read EVR Holdings (LON:EVR) was supposed to be one of my stocks for 2017. It would appear that even as the first month is over the virtual reality group has lived up to the bullish promise.   Click here to read the full story The fund manager telling investors not to buy his trust by Nick Sudbury | Funds | 5 mins. to read The investment industry is often criticised for its sharp practices and lack of transparency, so it makes a nice change to be able to report on a welcome bout of honesty.   Click here to read the full story The UK Government's debt pit deepens by Victor Hill | Economics | 6 mins. to read Amidst the furore over the prospects of a hard Brexit and President Trump's immigration policies, the dry subject of our national finances has been overlooked.   Click here to read the full story QUOTE OF THE DAY "The hardest thing to explain is the glaringly evident which everybody had decided not to see."                                                 Ayn Rand 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