Why Things Are Better Down Under

Why Things Are Better Down Under By Filipe R Costa The last two weeks have been tough mostly because of the Brexit outcome, as it created volatility where peace was previously found. But, speculators, spread bettors and investors all find the best opportunities during panic situations like this. The world has been turned upside down: the 43-year British EU membership is at risk, the pound is at a 31-year low against the dollar, 20-year JGB hit the ground for the first time ever, and central banks are happily paying lenders to get their money. Under such a scenario it is not always easy to digest all of the variables and output a model predicting the macro implications for our economy. In fact, the best is to hedge all positions as much as possible instead of betting the whole farm in a single direction. Today I'm rebuilding the bullish Australian dollar case and taking profits on the unstoppable yen. I'm not sure about the yen but I suspect the BoJ may soon try to prevent further appreciation, which limits its short-term upside potential... Click Here To Read The Full Story The Master Investor Market Report The FTSE 100 closed the day at 6,533.79 an increase of 70.20 points. The FTSE 250 rose 260.78 points to finish at 15,930.49. The FTSE All Share climbed 45.42 points to finish at 3,521.21. The FTSE AIM All Share finished at 699.97, up by 2.98 points. Supermarket Marks & Spencer (MKS) reported that total group revenues climbed by 1.3% during the thirteen weeks ended 2nd July, with stronger international sales and beneficial currency movements offsetting a drop in UK revenues. Within the UK, food was the top performer whilst the decline of the clothing & home departments continues with an 8.3% drop in sales. The existing full year guidance has been retained. M&S shares closed the day at 298.90p, up by 4.80p.   Download our July issue today! Click HERE to read. Pest control specialist Rentokil Initial (RTO) has said that the recent decline in the Pound should boost its profits by between £25 and £30 million. However, a chunk of that increase has already been accounted for by the newly announced acquisition of Residex for a $30 million (£23 million), a purchase designed to extend the firm's reach within North America. Rentiokil shares climbed 6.60p to 202.90p. Shares in Primark owner Associated British Foods (ABF) saw its prospects for the year rise as Sterling fell, with management commenting that they no longer expected a decline in earnings per share. Group revenue in the 40 weeks ended 18th June was 1% ahead of the same period of the prior year after growth picked up significantly during the third quarter. Shares in the company shot upwards by 8.89% to 2,780p. Tomorrow's news today AVEVA (AVV) and Bonmarche (BON) will hold their AGMs. Quote of the day "The universe never did make sense; I suspect it was built on government contract." -Robert A. Heinlein Latest Stories Chart of the Day: AB Foods By Zak Mir In the aftermath of the shock Brexit vote, it's clear that investors looking for bargains on the stock market, have seen both gifts and poison chalices. In the case of Primark owner AB Foods, it appears we have been treated to something of a steal at the lower levels... Click Here To Read The Full Story Persimmon shares: wonderful value against uncertain outlook By Robert Sutherland Smith Some stock market domestic share capitalisations have come to suddenly resemble a war zone; a bit like the recent accounts of the Battle of Jutland during the First World War (before the EU) when great capital ships were there one moment and gone the next… Click Here To Read The Full Story The Evil Diaries: Chemours, Tesla & Tony Blair By Evil Knievil It's taken a while but latish last night Chemours (CC on NYSE) collapsed 25% as a result of one litigant's testicular cancer derived from Teflon chemical which, somehow, has found itself in waters in Ohio and West Virginia… Click Here To Read The Full Story A Big Ego is a Big Problem By Robbie Burns There are a lot of reasons people fail to become Master Investors. The usual suspects are fear and greed. But there is something that isn't discussed much – ego… Click Here To Read The Full Story How to Pocket the Grey Pound By Nick Sudbury It is estimated that the number of older people in the world – defined as those aged 60 or over – will increase from 901 million to more than 1.4 billion over the fifteen years to 2030… Click Here To Read The Full Story   Join the movement on social media: Copyright 2016 Master Investor Ltd, All rights reserved. You are receiving this email because you opted in at our website. 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 straight to your inbox. Once Weekly Round-Up Our mailing address is: Suite 88, 22 Notting Hill Gate, London W11 3JE Master Investor is a trading name of Master Investor Limited. 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 of any such decision.

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How To Pocket The Grey Pound

How To Pocket The Grey Pound By Nick Sudbury It is estimated that the number of older people in the world – defined as those aged 60 or over – will increase from 901 million to more than 1.4 billion over the fifteen years to 2030. By the end of this period they will be more common than children under 9, while those in the 80 plus bracket will have passed the 200 million mark. The ageing population will create many challenges, especially for governments who will have to pay for the pension and medical needs of the growing number of retirees out of the taxes generated by a smaller workforce, but there will also be opportunities. In many countries older people own up to three-quarters of net financial wealth, which means that companies that can successfully market products and services to them may be able to grow faster than the market as a whole. Businesses operating in the healthcare, pensions, insurance and leisure industries could all be major beneficiaries... Click Here To Read The Full Story The Master Investor Market Report The FTSE 100 closed the day at 6,463.59 a decrease of 81.78 points. The FTSE 250 fell 64.97 points to finish at 15,669.71. The FTSE All Share dropped 38.67 points to finish at 3,475.79. The FTSE AIM All Share finished at 697.06, down by 8.09 points. Supermarket owner and wholesaler Booker Group (BOK) said that sales in the 12 weeks ended 17th June were 10% higher than during the same period of 2015. Deflated food prices meant that like-for-like non tobacco revenues were down by 0.7% for the period in its wholesale operations with some clients reporting weak demand from their customers. Performance so far is roughly in line with expectations and the integrations of Budgens and Londis is on track. Booker shares climbed by 2.10p to 166.50p.   Download our July issue today! Click HERE to read. Support services outfit Carillion (CLLN) reported that increased revenues and a number of significant contract wins will counteract the effect of declining margins on profits. Management said that the company was now confident in hitting sales targets and that the fact that it has no significant operations on mainland Europe means that the recent Brexit vote will have a minimal impact on current activities. The shares rose by 1.50p to 222.90p. Shares in Newmark Security (NWT) have plunged 34.82% to 1.82p after the company issued a profit warning for the current financial year as trading conditions became increasingly difficult since the end of April. The board still intend to maintain the dividend when final results for the prior year are released in August.. Tomorrow's news today Marks & Spencer (MKS) and Associated British Foods (ABF) will release trading statements. Quote of the day "I believe any success in life is made by going into an area with a blind, furious optimism." -Sylvester Stallone Latest Stories Chart of the Day: Fevertree Drinks By Zak Mir A gin & tonic is clearly one of the greatest inventions known to mankind, with or without tonic water from Fever-Tree Drinks. It will be interesting to see whether the company's latest premium cola can catch the investor zeitgeist in the same way... Click Here To Read The Full Story It's time investors assess the challenges and opportunities created by Brexit By Nick Sudbury The two main casualties of the Brexit vote were the sterling dollar exchange rate and the FTSE 250 index that is dominated by domestically focused UK-listed companies, but where are the best opportunities for investors to make a profit… Click Here To Read The Full Story Chart Of The Day: GlaxoSmithKline By Zak Mir Is the pharmaceutical giant a galloping elephant? A look at a suprising story of blue chip stock that's rapidly improving and where its limits might lie… Click Here To Read The Full Story Rio Tinto shares – from bombed out to fair value By Nick Sudbury Rio Tinto has benefitted in recent weeks as the fall in the Pound benefitted its international earnings and is well above its bombed out value seen earlier this year. Is it time to reassess our opinion of the company long known as RTZ?… Click Here To Read The Full Story Debt-Free Dividend Investing By John Kingham Excessive debts are one of the top reasons for firms to cut dividend. How can you still reap high rewards as a dividend investor whilst avoiding highly indebted firms and what warning signs should you look out for?… Click Here To Read The Full Story   Join the movement on social media: Copyright 2016 Master Investor Ltd, All rights reserved. You are receiving this email because you opted in at our website. 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 straight to your inbox. Once Weekly Round-Up Our mailing address is: Suite 88, 22 Notting Hill Gate, London W11 3JE Master Investor is a trading name of Master Investor Limited. 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 of any such decision.

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Where Are The Opportunities For A Brexit Bonanza?

Where Are The Opportunities For A Brexit Bonanza? By Nick Sudbury The shock decision by the British people to vote to leave the European Union created havoc on the financial markets when the result of the referendum was announced on June 24. The two main casualties were the sterling dollar exchange rate and the FTSE 250 index that is dominated by domestically focused UK-listed companies. Those who invest in managed funds are normally fairly well protected against massive price swings by the diversification of the underlying holdings, but analysis by FE Trustnet shows that 17 open-ended funds made returns in excess of 10% on Brexit Friday, while another 50 fell by 7.96% or more. It is well worth having a look at the data as it makes interesting reading. The top performers were mainly funds that invest in the American stock market or gold producers that benefited from the 10% fall in the value of sterling against the US dollar. At the other end of the scale the worst performers were mostly small and mid-cap funds with exposure to UK companies that would suffer in the event of a recession ... Click Here To Read The Full Story The Master Investor Market Report The FTSE 100 closed the day at 6,545.37 an increase of 23.11 points. The FTSE 250 fell 382.02 points to finish at 15,734.68. The FTSE All Share dropped 4.50 points to finish at 3,514.46. The FTSE AIM All Share finished at 705.57, down by 8.11 points. Housebuilder Persimmon (PSN) has said that it is too soon to judge the impact that Brexit will have on the residential property market, but reassured investors that trading during the first half of 2016 had been strong with completions and average sales prices both rising by 6% relative to 2015. Forward sales levels are in line with the same point of last year, despite the company making a decision to release properties onto the market later in the construction process. Persimmon shares fell 103p to 1,332p.   Download our July issue today! Click HERE to read. Microchip designer Imagination Technologies (IMG) saw its revenues for the year ended 30th April drop by more than 20% to £120 million as licensing and royalty income both fell. The firm's statutory loss before tax widened to £87 million from £12 million in the prior year. A significant restructuring plan has begun that will focus the company on three core computing areas and targetting £27.5 million in cost base reductions for the 2017 financial year. Imagination Technologies shares dropped by 8.17% to 168.50p. Landscaping products specialist Marshalls (MSLH) has increased its revenues by 2% to £202 million during the 6 months ended 5th July on the back of strong sales performances in May and June. Order books for the immediate future are also ahead of last year with good demand from both the public and private sectors, and management said that the longer run outlook was good. Shares in Marshalls declined by 17.30p to 213.10p. Tomorrow's news today Booker Group (BOK) will release trading statements. Quote of the day "I believe in luck: how else can you explain the success of those you dislike?" -Jean Cocteau Latest Stories Chart Of The Day: GlaxoSmithKline By Zak Mir Is the pharmaceutical giant a galloping elephant? A look at a suprising story of blue chip stock that's rapidly improving and where its limits might lie… Click Here To Read The Full Story Rio Tinto Shares - From Bombed Out to Fair Value By Robert Sutherland Smith Rio Tinto has benefitted in recent weeks as the fall in the Pound benefitted its international earnings and is well above its bombed out value seen earlier this year. Is it time to reassess our opinion of the company long known as RTZ? … Click Here To Read The Full Story Debt-Free Dividend Investing By John Kingham Excessive debts are one of the top reasons for firms to cut dividend. How can you still reap high rewards as a dividend investor whilst avoiding highly indebted firms and what warning signs should you look out for?… Click Here To Read The Full Story Forget "Pharmaceuticals" – Think Immunology and Synthetic Biology By Victor Hill What should investors think about when they think about Biotech? It's time to move beyond wonder drugs and look in to immunotherapy and synthetic biology… Click Here To Read The Full Story Chart of the Day: Moneysupermarket By Zak Mir When one looks beyond the annoying television adverts, how does the investment case for Moneysupermarket hold up... Click Here To Read The Full Story   Join the movement on social media: Copyright 2016 Master Investor Ltd, All rights reserved. You are receiving this email because you opted in at our website. 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 straight to your inbox. Once Weekly Round-Up Our mailing address is: Suite 88, 22 Notting Hill Gate, London W11 3JE Master Investor is a trading name of Master Investor Limited. 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 of any such decision.

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