We do Microsoft a disservice using “utility” in our headline given its recent results. However, Microsoft is akin to a toll-bridge for the global digital economy given it is embedded in almost every enterprise on the planet.
January 24th, 2014 by Gary
Pearson would possibly qualify as one of those very “owned” UK dividend stocks – nice 3.5% dividend, restructuring story in publishing, cyclical/digital uplift in the FT and quality ballast in education. So what changed today?
January 23rd, 2014 by Gary
And there we were reading about financial conditions being at their most benign for the past two decades according to an interesting index compiled by Bloomberg.
January 22nd, 2014 by Gary
Ireland’s sovereign credit, freshened with the ratings lipstick of Moodys, has seen yields on its five year bonds loiter around 1.63%. That my friends is basically the same return/risk being attributed to US 5 year Treasuries.
January 20th, 2014 by Gary
Oh boy, the cash flow gurus will be scurrying around for morsels of hope in the latest results from Royal Dutch Shell. Expected profits were 25% below what the street expected.
January 17th, 2014 by Gary