Friday Email: 25 January 2013

Every Friday morning our lead analyst Mark Riding sends out his weekly run-down and upcoming events in the investor calendar, like this one:

The markets have been very bullish again this week. The FTSE rose another 1% yesterday.

The U.K. has raised the European question and that may mean a lot to business in the long run. U.K. unemployment seems to be headed in the right direction.

Apple, for me was the stand out story again, falling 12% yesterday on the back of pretty decent numbers. The cash pile is now $137 billion. The market Cap is $420 billion and falling. Cash generated per quarter is around $15-20 billion.

Nobody has mentioned that the last quarter was a week shorter than the comparable quarter last year, further enhancing the numbers in my view.

Pre-tax profit is expected to be around $60 billion this year. It is difficult to say whether the current surge can continue.

The market has de-rated over the past decade or so and even a modest reversal of that across the board will mean further strength.

This email was originally sent on Friday 25 January 2013

The Friday email is delivered to over 20,000 subscriber’s every week, and remains a widely read run-down of recent events and what investors can expect in the week ahead written by our chief analyst Mark Riding.

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