MAGAZINE ALERT
Saturday 06 May 2017 | | | | THE E-MAGAZINE ESPECIALLY CREATED FOR INVESTORS AND TRADERS | | | | Dear Reader,
Welcome to the May edition of Master Investor Magazine. Once again we have an exciting line-up of content from our stable of high calibre contributors, all of whom are seasoned investors/traders in their own right.
All eyes are on France right now ahead of the final round of the election on 7 May. Recent weeks have seen a gargantuan battle between globalisation and economic nationalism – between the Anywheres and the Somewheres. Whoever wins (it seems overwhelmingly probable that it will be M Macron) will have a mountain to climb. What should investors make of it all?
| | | IN THIS MONTH'S MASTER INVESTOR MAGAZINE | | | | Inside the mind of a Master Investor: This month Jim updates on his latest book and relays his thoughts on a breakfast seminar with none other than Bill Gates. | | | KCOM has been trying hard to move away from its fixed-line business towards the world of internet services, but the results have been mixed. So are investors right to be wary? John Kingham of UK Value Investor investigates. | | | Victor Hill looks at why the French economy is lagging behind its peers and reveals why he believes the French stock market is still worth a look in spite of all the economic uncertainty. | | | Brexit has created a huge amount of economic uncertainty with one of the sectors most at risk being the UK commercial property market. Nick Sudbury takes a look at some of the funds impacted. | | | President Trump has directly criticised Germany, suggesting the country is a "currency manipulator" and blaming it, among others, for the US's unfavourable current account position. But does it really matter how much of a bilateral deficit/surplus a country carries in relation to another? | | | Valuing shares is a tricky business, but one of the least complicated ways of valuing a company is to use the price to book value ratio. Richard Gill, CFA, picks out three small-cap situations trading at below book value. | | | Trader and author Samuel Rae analyses the French Presidential Election and its implications for the euro. Suffice to say, things aren't looking good for the single currency, regardless of who walks into the Élysée Palace on 8th May. | | | It's a well-known fact that more than 70% of retail traders lose money - and a big part of this can be the "head in the sand" approach to not facing up to losing trades quick enough. A simple charting approach to risk can help with this, writes veteran trader David Jones. | | | Alan Steel of Alan Steel Asset Management looks at why investors should act now to make sure they prepare adequately for what happens to their wealth when they exit this mortal coil. | | | Filipe R. Costa distils the investment strategy and insights of Walter Schloss, disciple of Ben Graham, friend of Warren Buffett and one of the greatest, but least well known, value investors of all time. | | | We look back at some of the most popular pieces from the Master Investor Magazine website during the month of April. | | | Richard Gill, CFA, reviews The Financial Spread Betting Handbook, the book that teaches investors how not be one of the estimated 82% of people who lose money from financial spreadbetting. | | | Fund manager Tim Price wonders whether some investors are missing a trick with momentum investing, one of the 'best-kept secrets' in finance. | | | Market data for the month of April. | | Read any of these articles in our latest issue:
| | | COMPANIES AND FUNDS COVERED IN THIS ISSUE INCLUDE: | | | | GSK, Novartis, Gilead, Abbvie, Amgen, Carrefour, Casino, Total, EDF, Areva, Engie, Danone, Peugot, Renault, Sanofi, Accor, JP Morgan France Equity, KCOM, AEW UK REIT, Custodian REIT, Schroder Real Estate Investment Trust, F&C Commercial Property, TR Property, Empiric Student Property, GCP Student Living, MedicX Fund, Target Healthcare REIT, Impact Healthcare REIT, Sutton Harbour, Stanley Gibbons, Gresham House Strategic, Tesco. | | | |
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