Monthly Archives: September 2012

mini_me-intro

UK Dividend Funds: Electrocomponents or mini-me Amazon?

Electrocomponents Plc shares have plunged 10% today on a profit warning after a disappointing no-growth H1. It has given back all of its outperformance over the year as investors take fright but is this a tad short termist?

September 28th, 2012 by

Funds

Comments: 0

korea phone ban

Dividends: Telecom tales from Korea…dash for cash?

We haven’t touched on our data tsunami theme recently but a little bit of news out of Korea did catch the eye this week.

September 27th, 2012 by

Income

Comments: 0

boston-bullion-765551

Gold: The store of wealth but where do you store it?

WealthiFi tends to focus on cash producing assets so why should we be straying into unfamiliar territory? In a word, inflation. We can’t avoid referencing a natural store of wealth

September 27th, 2012 by

Editorial

Comments: 2

crash (1)

UK Dividend Funds: More worry bEADS for BAE shareholders!

WealthiFi has questioned the proposed value share on a potential EADS and BAE merger.  Further data ammunition emerged today but first here’s a quick reminder of our initial concerns… 

September 27th, 2012 by

Funds

Comments: 0

china air craft carrier

China pumps land but steel stalls…

China remains a worry for global macro watchers as the Shanghai Index continues to flirt with the 2,000 lows not seen for three and a half years. However, the authorities seem to be flexing their muscles.

September 27th, 2012 by

Government

Comments: 0

muppet-hecklers

Income Funds: Government bonds mean muppet politicians!

We’d wager most people believe the eurozone is in crisis. We’d also speculate that the ECB appreciated the sense of crisis and uttered those famous “whatever it takes” commitments to preserve the euro. And then they blew it.

September 26th, 2012 by

Financials

Comments: 0

Wizard of Oz Scarecrow

Canada joins OZ in the wizard wish saloon!

WealthiFi thinks Australia’s banks and miners are storing up problems but they are not alone. China as the global resource gobbler is the common macro theme and Canada is starting to send up some red flags.

September 26th, 2012 by

Financials

Comments: 0

ICAP-11

UK Dividend Funds: ICAP won’t cap wealth creation or performance!

ICAP started out in business in 1986 with four blokes and four phones. Today it is the number one dealer broker in the world and crucially it is no longer just blokes and phones.

September 26th, 2012 by

Funds

Comments: 1

troopers

A bummer for Bumi and the FTSE tracker clones!

Bumi shareholders will be looking like they sucked a lemon after the recent announcement by the company that what they thought they owned they didn’t.

September 25th, 2012 by

Funds

Comments: 1

google-map-logo

Global Dividend Funds: Google or Vodafone performing?

Google’s share price is hitting new all time highs again today and prompted WealthiFi to re-visit its thinking in July on the respective merits of these cash flow monsters.

September 25th, 2012 by

Funds

Comments: 0