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Friday Email: 27 December 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:

As we predicted in our last Friday email, there was nothing to stop the Santa rally after the moves by the Federal Reserve and so we have been proved a mrgin even greater than we were expecting. The market has risen every day sionce then and by fairly substantial amounts. At the moment we can see no end to this as we are not sure where the bad news is coming from right now. We are concerned that the market is getting ahead of itself, but that is fairly normal for markets and the overbought scenario can continue. Over the coming months we will examine earnings expectations across the market and at the moment valuations looked stretched and any earnings disappointments will be treated severely.

The weeks ahead are very quiet and we look forward to producing our 2014 dividend portfolio and also our choices of the small caps that we think have very strong potential.

This email was originally sent on Friday 27 December 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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