Friday Email: 02 January 2015

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

2014 is over and the FTSE 100 closed the year down on last year. Not something that was expected, but we did know from the outset that this was going to be a tough year and so it proved to be. It does not get any easier next year and the conundrum of apparently good growth in the US and continued, albeit much slower growth in China against falling commodities prices will need to play out. Excess capacity in the commodities space will surely have to be removed in the coming year as high cost producers will go to the wall in ever greater numbers until we have equilibrium of supply and demand to stabilise prices. 

The UK stock market will have its own problems with the uncertainty generated by the forthcoming General Election. A close eye on the opinion polls is essential in the run up to the election.

Our 2015 Small Cap tips will be produced shortly. Expect them early next week, hopefully on Monday. An email will be sent out when they are ready and a review of last years tips will be produced.

The 2015 Model Portfolio has been chosen and it follows the outperfomance registered in each of the years 2012 through 2014. There is still work to be done on it but we wanted to get the portfolio published on the first day of trading in 2015. You can find the portfolio here:

As per 2014, there are 20 stocks and each has an equal weighting of 5%. We have a piece of research on one of the portfolio constituents that is due out towards the end of next week.

The past two weeks produced a very minor santa rally to end a disappointing year for investors overall. 

The week ahead is extremely quiet with no companies that we follow reporting to the market. 

Wishing you all a prosperous 2015.

This email was originally sent on Friday 02 January 2015

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.

It’s included as part of the free DividendMax trial.