Monthly Archives: February 2013

jamie

Ireland show more leadership off the field….

Ireland may have butchered points opportunities all over the rugby park on Sunday but in financial markets Irish leadership is scoring and getting the thumbs up.

February 28th, 2013 by

Financials

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retaildeath

JC Penney: Retail catastrophe on speed!

Only a few days ago I saw a brilliant chart in an article in The Atlantic which was giving a reaction to a merger between two struggling businesses, Office Depot and OfficeMax.

February 28th, 2013 by

Quality Franchises

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braveheart

There’s bravery and then there’s Peugeot…

The French economic scenario continues to attract horrified glances from its core Europe peers, and bang smack in the middle of the capital mis-allocation mess is Peugeot.

February 28th, 2013 by

Debt

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lipstick

Telecom Dividends: High DTE yield like lipstick not sustainable…

Deutsche Telekom(DTE) has delivered another chapter in the European telecom horror show. Already depressed expectations for Q4 earnings were missed as operating profits fell a further 13% and worse…..

February 28th, 2013 by

Income

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marsspot

MAARS Buffett spotlight shines on Coach speculation!

The debut of our MAARS Buffett screen a few weeks ago highlighted just 4 US companies as a taster. Appetites for MAARS guidance could grow significantly if latest market Coach speculation leads to a deal….

February 27th, 2013 by

Value

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vehiclemiles

Is Yahoo trying to reverse US vehicle miles trends?

Readers may be aware that Yahoo’s new CEO has asked employees to return to the office rather than work remotely from home. New CEO, new productivity targets but is there another new secular trend?

February 26th, 2013 by

Style & Sector Trends

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muppet

All eyes on Italy but what about Chinese banks?

As an Italian comedian scuppers the ECB muppet show there is a danger we overlook some significant noises from China. First thing that caught our eye was that the Hong Kong market is now actually down for the year.

February 26th, 2013 by

Financials

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bungee

Italy prompts a historic VIX bunga jump!

Was it only a few days ago the VIX index was touching record lows? The VIX measures equities options activity and is often referred to as the “fear index”. Or was it complacency?

February 26th, 2013 by

Editorial

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revolution

UK Dividend Stocks: Pearson update on the digital revolution….

UK media giant Pearson delivered its preliminary 2012 results today and the numbers could be described as “solid” which is an outcome other publishers can only dream about.

February 25th, 2013 by

Income

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crossroads

Board rooms’ strategic crossroads bring more deal headlines….

The big acquisition deals grab the headlines but WealthiFi is acutely aware that the aftermath for shareholders is, on most historic analyses, not such good news.

February 25th, 2013 by

Mergers and Acquisitions

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