Category Archives: Quality Franchises

Chinese soccer fans of English Premier L

Looking for inflation? Check out Man Utd….

Through 2014 we wrote regularly about the critical value attached to live broadcast content. Recently we wrote about news content and Twitter and yesterday was sport’s turn to shine…

February 11th, 2015 by

Quality Franchises

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Screen Shot 2014-12-01 at 13.22.37

Chart: Apple creates iReland or iWatch?

As Apple cruises above $700 billion in market value it prompts us to look for some perspective rather than at our iWatch.

December 1st, 2014 by

Quality Franchises

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game of thrones

Media Sector: HBO is a gem but sports content is critical….

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

Quality Franchises

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shiny

UK Dividend Stocks: Reckitt Benckiser losing its shine….?

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

Quality Franchises

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olympiakos moment

UK Dividend Stocks: Pearson like Man Utd learning structural truths….

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

Quality Franchises

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hiding behind the curtain

Energy and financials hiding reasonable market growth?

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

Quality Franchises

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gravity don't let go

What’s not to like about Time Warner…?

Yes, Walt Disney delivered even better numbers than Time Warner(TWX) but there’s a lot to like about the latter. We are fans of capital discipline and also content in the digital media world. TWX delivers that and more.

February 6th, 2014 by

Quality Franchises

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china luxury yachts

Quality: Are China expectations a luxury for valuations?

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

Quality Franchises

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last summer

Ten Hallowe’en fears the Fed might pay for last summer…

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

Quality Franchises

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china smoke

Global Quality: China spending or producing?

Global franchises are perceived as Quality in many cases because of growth. The spending power of China and emerging economies has been a key growth driver in recent years but appears to be on the wane.

October 17th, 2013 by

Quality Franchises

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