As the mainstream headlines salivate over a Fox and Time Warner combination there has been a consensual view that HBO is the gem Fox wants . We agree HBO is a gem but a few other snippets caught our eye … Continue reading
July 17th, 2014 by Gary
The home products giant Reckitt Benckiser has not been a great performer over the past year but a quick glance at an ActivateAlpha graphic revealed a more worrying pattern.
March 7th, 2014 by Gary
New Pearson CEO John Fallon must feel a bit like Man United’s David Moyes. Succeed a legendary manager and deal with major structural issues.
February 28th, 2014 by Gary
As more than 300 companies out of the S&P 500 have reported by last Friday we thought it no harm to review progress and avail of excellent work done by Zacks on 334 results so far.
February 10th, 2014 by Gary
Despite a very patchy year for China macro news it is striking that luxury stock share prices are taking big hits on any disappointment. The latest victims are Remy Cointreau and Hugo Boss citing specific China worries.
November 26th, 2013 by Gary
Despite the “treats’ being delivered by record market highs, real estate euphoria and heightened internet expectations there are still a number of risk “ghouls” out there.
October 24th, 2013 by Gary