Monthly Archives: July 2012

sailing

Companies sailing close to zero borrowing costs!

The central banks’ crusade to drive down interest rates continues to create parallel universes between the have-nots and the have-yachts – yes, get used to the sailing theme!

July 31st, 2012 by

Debt

Comments: 0

eggs-basket

Income Funds: Most dividend eggs in a very small basket!

Further to our comments on BP earlier we received some queries as to where did BP rank in the big dividend league table? Happy to help…

July 31st, 2012 by

Income

Comments: 0

Oil-Rig-sinking

BP: UK Equity Income Fund group think!

WealthiFi tends not to pay too much attention to quarterly results from huge companies like BP given the difficulty in drawing any major insights . Not today!

July 31st, 2012 by

Funds

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hunter

Dividend Funds: A stampede into dangerous territory?

WealthiFi likes dividend income as an alternative to ridiculously low yielding government bonds. However, we would caution investors to choose very carefully from the plethora of dividend products available on fund platforms.

July 30th, 2012 by

Funds

Comments: 2

PowerStation

Shaw Group: Value alert in engineering M&A!

WealthiFi has been tracking corporate activity in less popular sectors on the suspicion that franchise values are not reflected on public markets right now

July 30th, 2012 by

Mergers and Acquisitions

Comments: 0

USA-Swimmings-Jamie-R-Olsen-collaborates-with-Praesidium-for-sex-abuse-education-Swimming-News-70123

China ready for an amazing second half?

Who wasn’t amazed by female Chinese swimmer Ye Shiwen on Saturday? It is now reported her second 50 metres of her freestyle leg of the 400 medley was faster than Phelps-conqueror Ryan Lochte’s final 50 in his event on the … Continue reading

July 30th, 2012 by

Editorial

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Enda-Kenny_COLLINS_814529t

Ireland bond recovery but public service still sick.

The return of Ireland to bond markets this week was definitely a positive. There was quibbling about the interest rates paid which were in line with Italian equivalents but there was a time when nobody would have batted an eye-lid … Continue reading

July 29th, 2012 by

Government

Comments: 0

apple-think-different

Banks: Financial trust – a technology solution?

The main section of Saturday’s FT caught up with our “Bank of Dave” story from a few weeks back but its Money supplement is always an interesting read and continues to be closer to the consumer pulse.

July 29th, 2012 by

Financials

Comments: 0

0325-confused-expression_sm

Growth Funds: What happens if earnings stop growing?

This week was a monster week for the US corporate earnings season and allows us to avail of some weekend reflection on the results in aggregate.

July 29th, 2012 by

Style & Sector Trends

Comments: 0

stockbroker_on_cell_phone_u16026084

AMAZON: Big valuation, very tiny profit….

Amazon is an amazing company. It has survived the TMT meltdown and journeyed to become the largest online retail company in the world. It is a logistics phenomenon loved by its customers and now employs 69,000 people!

July 27th, 2012 by

Value

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