Apparently the oil sector has been pummelled in recent days. However, the 30% fall in the oil price of recent months will not have surprised WealthiFi readers.
November 30th, 2014 by Gary
Consumer goods giant Reckitt Benckiser is a potential acquirer of Merck’s consumer health biz. These days acquisitions are getting good market support but it looks like the market is in wait-and-see mode.
April 9th, 2014 by Gary
Our views on the oil sector’s poor returns on spend are well known and we have called for capital discipline much like the mining sector has committed to. The poster child so far among the oil majors might be BP.
February 25th, 2014 by Gary
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
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