Category Archives: Value

trade whisper

UK Dividend Stocks: And there’s more…in Ashmore.

A few days ago we highlighted the attractive 5% dividend yield in emerging markets(EM) asset management play Ashmore. We also highlighted pretty stunning EM population trends but there’s more…

January 16th, 2014 by

Value

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moncler jackets

Market valuations could puff up further…

Many commentators feel markets are possibly fully valued to slightly expensive – the US for instance – but in all cases the debate is using history for context. But what is “the market” today?

December 17th, 2013 by

Value

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oil fire

UK Dividend Stocks: Oil stocks are cheaper but so is Brent…

Now and again we glance at illustrative portfolios to get a sense of current sell-side thinking. Apparently oil stocks are cheap (again). Regular WealthiFi readers won’t be too surprised.

November 5th, 2013 by

Value

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patricks day pipes

Will Twitter meet a St. Patrick’s Day piper moment?

Predictably the demand for Twitter IPO stock is monstrous. Cue a 25% hike to the potential IPO pricing range. For what it’s worth, this writer can see both the absolute and relative attractions of the potential $13.6 billion Twitter valuation.

November 5th, 2013 by

Value

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amazon done

Profitless Amazon now within 10% of Coca-Cola valuation!

Another quarter’s results from Amazon, another $10 billion added to its valuation after hours and another loss for the period…….

October 25th, 2013 by

Value

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Neon Trees Perform At The Music Saves Lives Benefit

Ten financial market treats for Hallowe’en!

Investors right now must feel like they are on a particularly rewarding “trick or treat” tour as numerous risk assets deliver a sugar-rush of excitement. WealthiFi thought it should list its top 10 market phenomena to illustrate financial exuberance….

October 24th, 2013 by

Value

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royal mail

Your IPO fee is in the Mail!

Wow! Twitter apparently is driving a hard bargain on prospective IPO fees in New York but how do the UK government feel about the valuation efforts of its highly paid investment banking advisors?

October 14th, 2013 by

Value

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chasing old assets

M&A pick-up = Value pick-up?

Maybe its the prospect of a $50 billion bond sale from Verizon which focuses minds. We will bang that bond “certainty” drum again but there is no doubting the current cost of capital is still very low by historic standards.

September 10th, 2013 by

Value

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value sight

Value Funds: Big deals, big dispersion…watch carefully.

It won’t be just the investment bankers happy with the recent flurry of M&A activity. Value focused funds will be cheering the whoppingly sudden emergence of an extra 35% of value in Nokia thanks to Microsoft’s device strategy panic.

September 5th, 2013 by

Value

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BPwell

Quiz Answer: BP has exact same market value as Amazon!

We set a little quiz on Friday asking for the name of the company which has the exact same market value as Amazon but delivers $15 billion of annual profits rather than $15 billion of loss making quarterly revenues.  

July 29th, 2013 by

Value

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