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Friday Email: 14 February 2014

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

We are beginning to get mildly bullish about stock markets, rightly or wrongly. We have been thinkng for a while that there is another good leg up and then we can assess whether or not it has gone too far and a correction is due, but for now we think that things are ok.

Our model portfolio continues to outperform the market, in particular Anglo American which is up 24% since January 1st and is up in early trade following its final results this morning.

We have our latest piece of research coming out at midday today for paying members. It follows our last piece on Easyjet which was released in December. Easyjet are up 27% since then and we are in the mode of preparing work as and when we think a good opportunity arises, rather than weekly. So, have a read of our latest piece later today or over the weekend if you can.

One of the things that struck me over the past two weeks is the danger (and of course opportunity) of buying stocks that pay their dividends in US dollars. We have had a few occassions, witness Smith and Nephew, AstraZeneca and Anglo American this morning where the dollar has fallen so much against the pound that in effect the dividend has been reduced when converted into sterling. Always something to bear in mind. Of course, if you are bullish on the dollar then the 13% reversal against the pound could turn around and go in your favour.

Now that the reporting season is underway, the next month or so is very busy and we expect to see a lot of opportunites ahead.

 

This email was originally sent on Friday 14 February 2014

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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