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Join in the success -- |
| Weekly Market Wrap---meat prices continue rise--how to obtain a 5.8% gross income--Tiger Woods mortgage |
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Sunday 5th September 2010
All previous disclaimers apply-- My services---i run a full offshore discretionary fund management service normally based on a performance fee basis only. Rapid text suggestion service available. Investor education and seminar service---see--www.stockexchangeuniversity.de For more info please e me--full international service/multicurrency.
This and that---
Ferrari recalls many cars---likely to catch on fire due to poor choice of glue!!--well they are made by Fiat.
Meat and especially lamb increasing continually due to consumer eating aspirations
Cricket in the spotlight--it is a vast business in India and Pakistan
Tiger Woods get $55mm. mortgage repayable in 4 years for a Florida home---i guess he will start winning now the divorce settlement has been made!?
Pope John to visit UK---cost estimated at over GBP20mm. to British taxpayers---should the Vatican pay?--after all they never have published their accounts.
Gordon Brown--where is he?--to charge GBP65k for speaking an hour--who will pay for that loser? Anyhow he still has money to come from memoirs and also those of his spouse
The curse of foreign currency mortgages turns may borrowers into losing currency speculators---full disclosure?---
OK so now lets get an income.UK shares are cheap---the currency is a great recovery story and shares are high yielding---so here are 4 shares which will give an average gross yield of some 5.9% with prospects of rising dividends and some capital appreciation----
Astra Zeneca/BATs/British Land/Glaxo
It is a traders market at the moment-Great to see CW up 10% since last weeks tip here and also AFR up 7%---with a prospective p/e of only 5 based on next years earnings---my two year target price on this is 70% higher than the current 107p--also traded in Euros and USD
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| Weekly Market Wrap--5 winners--i hope!-Asil Nadir returns to UK---US m and a fever--UK next |
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Monday 30th August 2010 |
| Weekly Market Wrap--food inflation--university grants--3 takeover candidates---takeovers for cash-?-fixed interest bubble to come? |
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Sunday 22nd August 2010
All previous disclaimers apply-- Food--many items up 60% in 3 years--hence Potash takeover
Russian forests are the size of western Europe!
Food production 4 times more productive in US than India--why?--fertilisers and new breed of enhanced seeds
Cotton rises on Pakistan floods
Sugar up 40% since May--weather in Brazil
400 milion eggs in US destroyed---health hazard
Swedish property boom on cheap money
GBP v Euro-reamains comfortable---more to come
US jobless at 9 month high
Fuji 3d camera ready to be marketed soon
Toilet paper for Commonwealth games to cost USD80 per roll--corruption!!!
Workers for Gap suppliers in India paid 25 UK pence per hour
Many UK architects unemployed because of local government cutbacks
Adnams beer sales topline decline---change in social habits
UK inflation 3.1% versus savings rate of 3%
Worried by university costs---Maastricht/NL offering places and grants--annual cost circa GBP1500---great deal
Want to make money???--put GBP5k for a new fabulous Morgan car and sell it on delivery---BMW engine--great style AND 170mph
Following Dana takeover my top 3 takeover candidates are---AFR--LMI---PMO
Am impressed by this last Saturday's edition of Uk Daily Mail--great article on rare metals and minerals and which companies to buy
UK pensions from goverment ---age to rise to 72?!!
Income/fixed interest ---interest rates to be higher by year end---4% and in two years 7/8%---so delay investing in fixed interest until nearer year end
Full moon coming
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| Weekly Market Wrap--GBP remains strong--BP past the worst---August-politicians on vacation--rain and fires globally |
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Sunday 15th August 2010
All previous disclaimers apply--- GBP1.225 versus Euro also great performance versus USD---strength to continue
Stephen fry to join Delia on Norwich City Football club
When will Apple pass on as dividends its USD50bn cash mountain
Obama holidays in Gulf of Mexico trying to find oil on the beaches--no wonder his hair is turning grey!
Russia starts its own cash for clunkers scheme
Marks and Spencer to start paying its bills after 5 not 4 weeks on non food items
Inflation Germany 0.7%---UK 2.7%
Dow and SP indeces go under both 200 and 50 day moving averages--negative
In UK 25% women now size 18----up 45% in 5years
Sierra Leone diamonds linked to Al Queda weapons purchases--no wonder Naomi was in court giving evidence
Now 3 companies suing chat rooms for financial manipulation---more to come
Singapore container traffic now 5 times that of Rotterdam
Monaco based British retail billionaire to advise UK goverment on Whitehall slimdown---hope he does better than Sir Alan Sugar!
GE of the US to open UK banks
Weather ravages India---Pakistan--Brasil--Russia---who says global warming is nonsense?
The Savoy is shortly to open---hundreds of millions later and two years later
Elvis left the planet 33 years ago--now earns over USD75 mm. per annum--doing rather better than Sinatra
Vegas godfathers make huge money in Macao casinos
Paris Hilton to be sued for USD35 mm. for not wearing--as contracted--a special hair piece!
BAA to strike---the same trade union---Unite---as BA---ruining thousands of holidays
Alternative investments---
Stamp collections normally deliver 12% year after year--can arrange--many advantages
A client of mine has a 1 bedroom apartment with large roof garden for sale in Sharm El Sheikh/Egypt in the luxury Mariott complex--good security and a divers paradise--priced to sell--GBP35---worth GBP50k
Long term big picture---oil/agriculture and Africa
No specific stocks this week
Good hunting
www.investormorse.com www.stockexchangeuniversity.de |
| Weekly Market Wrap--comments and ideas |
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Sunday 8th August 2010
All previous disclaimers apply-- GBP very comfortable versus Euro---also nearly 1.60 versus USD
Wheat matched my forecast of july 18 with a rise of 60%---this highlights use of ETCs /ETFs
34 US billionaires have pledged to give over half their wealth to charities--similar moves in Germany
The oil slick in Gulf of Mexico is fast vanishing---Trans ocean shares do well but Obamas hair is turning grey--perhaps it is because Mrs O. is shopping in Marbella!
Macao casinos doing better than Vegas
For over 65s who want travel insurance try Saga in the UK
Tesco to raise GBP2bn. to get serious in finance
FSA in Uk investigates Coutts for AIG bond miselling
Fergie owes HRH over GBP32k for Xmas card stamps---possible GBP5mm bankruptcy?
Kinnock's son being investigated for tax fraud
Chinese takeaway for Liverpool FC.?
John Lewis hesitant about 3rd quarter sales---4th quarter should be ok with pre VAT hike buying and Xmas
Stanley Gibbons do well on Chinese stamp buying from Asia
Jimmy Choo to be sold for GBP500mm.--thats an awful lot of shoes at USD1500 a pair!
Sotheby's and Christies do well on modern art sales
Northen Rock experiences massive cash withdrawls on Goverment guarantee withdrawl
Lloyds bank shares owned by Government to be sold in 6 months at 100p?---
two buy ideas---
Ashtead--big in plant hire in the US
Lonmin---GBP1550-----takeover at GBP22?
Good hunting---enjoy the Pimms 1
www.investormorse.com www.stockexchangeuniversity.de |
| Weekly Market Wrap |
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Sunday 1st August 2010
All previous disclaimers apply
This and that--- GBP very happy at Euro 1.20--bigger rise to come
US--oil spills in Lake Michigan and oil leak in the Gulf of Mexico--US coast Guard unable to say who owns the latter!--Obama strangely silent!?
China now second largest economy---but wages in Viet Nam are 50% less
Sanyo shares up 25% on USD2k 3D camcorder
One of the Aldi brothers in Germany dies
Aldi in UK sell GBP280 laptop
Siemens profits grow 40%---emply more people outside Germany than in
Italian Fiat to manufacture in Serbia
Asil Nadir in occupied northern Cyprus granted temporary British passport for court case to attempt to clear his name
Metro--a new bank--opens first of 200 branches in London---also free breakfast and dog biscuits!!
Telefonica in Spain now controls the largest mobile network in Brazil via its acquisition of Portugal Telecom
In UK 1 in 34 GBP coins forged!
Nationwide in UK to start charging for overseas use of ATMs---consider switching to FairFX
Bull fighting banned in Catalonia/Barca Spain--also in Canary Ilses---in Portugal they do not kill the bull--at least not in the arena
Rumours abound of takeover for Laiki bank in Cyprus
Truck drivers in Greece cause army to be called out
Sarkozy of Le France buys presidential Airbus A330--200---with special bath!
Heinz baked beans to have see through section on tin---i always finish in one go!
Shares---
Falklands--new share---Argos resources---ARG--as in Argentina--34p---to do 3D seismic survey on 1000 sq miles near desire/Rockhopper---drilling late next year---my target---100
Pleny of M and A activity to come in UK
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| Weekly Market Wrap---GBP strong on economy numbers--US companies disappoint on future numbers |
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Sunday 25th July 2010
All previous disclaimers apply-- This and that--
UK lady doing great business with sharia approved cosmetics
Nokia disappoint again---chairman soon to get his pension
Huge takeover interest in UK companies--why?--currency and new government
In UK Monarch offer great rechargeable EU and GBP debit card
Microsoft surprise at last with great numbers
Meridien hotel --Picadilly/London sold for GBP64mm
Gordon Brown last sighted in Uganda!!
Hurricane Higgins dies at 61
General Motors to repay US government debt and refloat on NYSE
Mitsubishi have sold 1000 jets before they are built---wait for China!
BP to drill offshore Libya for oil----i guess the US politicians will not be too happy----why not get US bankers over to UK to grill them in front of our politicians---hands off BP you texans!!
Cocoa drops 7% in spite of major player trying to corner the market--it has been tried before with pepper and silver--and failed.
Beware of Facebook---increasing criminality traced to its site--
Income----Shell yields 7% and Aviva 8%
Takeovers---Weir/QQ/Ultra/Tate
Am VERY bullish on GBP
Good hunting--even in the summer heat
Ps--good pimms 1 weather
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| Weekly Market Wrap and comments---charts/yields of 6/7%/mongolian oil find/falkland islands |
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Sunday 18th July 2010
All previous disclaimers apply-- this and that--
4 bn. mobiles globally versus 1 bn. bank accounts
around 25% of youth in EU unemployed---Spain 50%
3 mm. Vacant jobs in EU through lack of job skills.
IKEA to build mega store near UK olympic site.
Harrods to sell fashionable sharia law compliant ladies clothes---since Qatari takeover and open stores in China.
Burberry buys back many Asian franchises.
Merger moves for several Greek banks.
US companies reporting 25% plus earnings growth.
Zimbabwe to be allowed to sell diamonds?
Dubai law enforces debtors prisons.
Pakistan and India argue over water diversions.
US---
Goldman Sachs to mm500 fine
I phone to compensate for faults---only 1.7% recall
Google shares fall
Playboy in takeover talks
BAM and CITI report disappointing numbers
UK--
BP shares recover 30% in 3 weeks
Falkland Island shares act well
Chart readings---
negative for most equities ---fall around 10%--fairly confident for Germany and India and perhaps Russia
Wheat to rise 60%---look at ETCs
Oil and oil shares to remain in focus
Tate and Lyle to perform well as are many pharma and food stocks---safe haven---also high yielders where dividends are deemed to be safe---eg--Aviva--8.2%====Shell--7%
Gold to rise another 10%--buy CLF and geared ETC---GBP to do well by year end-although a little profit taking versus Euro at the moment
It is certainly a market for special situations---the bold and alert will win as will momentum players
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| Weekly Market Wrap--dow under 10k--footsie under 5k---BP and Falklands uptick--GBP strong--oils active |
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Tuesday 6th July 2010
All previous disclaimers apply This and that
Post offices in UK to do a John Lewis?
Qataris take stake in National Bank of Greece
BBC pensions to be reduced
Lord Mandelson appointed to board of Singapore sovereign investment fund----oh dear---reward for failure or his private life?
Tesco chief retires---sell signal?
Big picture--
Unrest in China for wage rises---Chinese markets down 27% this year--perhaps a buy
Obama making a mess of almost everything---popularity falls--well--he does talk the talk---especially in New Orleans
Increasing foreing takeovers in UK---great signal for strength of sterling----135 v Euro by year end?
UK stocks---
BP has a good few days on overseas share buying talk---including Libya!Barclays is a raging buy at 260----target 375
TWimpey --large directors buying---target 40 v 28
DNX---1440---target 1800
GKN 120 v175
CNT---135 v225 on takeover
buy UK market on currency grounds alone
short on length this week ---hope long on content---time will tell
have a great summer---cricket/ascot/wimbledon/henly/silverstone and Pimms 1
Good hunting!
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| UK Budget - 23/06/2010 |
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All previous disclaimers apply
Legal/compliance--if you should not be receiving this and/or wish to be deleted from my data base please advise asap.
UK Budget--headlines--
VAT to rise next year from 17 1/2% to 20%---fueling a buying binge til December
Retirement age for State pension to rise from 65 to 66
CGT to rise to 28%---much less than expected
Government dept. spending to be reduced by 25% over next 4 years
Corporation tax to be reduced slowly yoy
NI threshold to rise---helping small businesses
Booze/smokes left as is for time being
HRH to have her budget reviewed and modified
Wages freeze for many senior civil servants
Banks to have taken tax punishment---
all of these were more or less leaked as usual---market received budget quite well---GBP strengthened
other --this and that--
Chinese wage unrest continues---new start ups increase in Viet Nam
Australia wisely reduces windfall tax on mines---to keep new spend projects at home
more will be on my radio programme on 98.5 rock fm paphos the wed.at 0900 local Cyprus time and sunday at 1000 local also
For more info contact me
Good hunting
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| Budget this Tuesday 22/6--GBP/EU--massive London property deals--6% yield shares---ideas |
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Sunday 20th June 2010
All previous disclaimers apply This and that---
Wife of UK last prime minister to publish memoirs--who??--how cynical is that reward--tax free--for failure?
Ralph Lauren sells 1/4 of Polo for USD 1bn.
Massive Gulf buying of prime London property whilst second line commercial not moving--vote of confidence in GBP
UK stocks---
GWP gets UK approval for its marajuana based oral spray for MS users--teams up with Bayer---Spanish approval imminent for Sativex.
I will be doing a UK budget special sometime around midweek with also a piece on implications for UK expats---
BP---hold/buy---loosing the yield?---here are a few income ideas---
BLND---6.3%
LGEN--6.3%
MAN---11.1%
RSA---5.9%----i believe BP will get together with Shell at around GBP 6 v 4 currently
Falklands---still drilling for many months---positive so far
We had a good week!!--BSY--takeover up 15%--KEA 30---up 50%--Mulberry---up15%---all recommended here
Legals/compliance---
Awaiting budget---expect GBP to go to 1.23 this week and at least 1.35 by year end
Good hunting
Email: investormorse@yahoo.com |
| Weekly Market Wrap----BP/US yield of 9.6%/BASF--Euro yield 4.6%--Afren aquires Canadian assets--Pope visits Pafos--Cyprus!! |
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Saturday 5th June 2010
All previous disclaimers apply-- I have not been sending out e mail ideas as often as usual--waiting for UK budget middle June.
Am disturbed by recent upping the ante versus Israel and also new accord with Iran.
Dramatic rise in divorce rates in UK of over 60s.
Lambo sale rise augurs well as economic indicator---makes a change from Waitrose!
US car sales jump---Hyundi up 30%---Ford 20%---Toyota 7%
Rents rise in UK as buy to let operators refuse to sell properties ahead of budget CGT announcements.
USA seems to have forgotten Union Carbide fiasco in India and is now doing a Toyota on BP.
Spanish equities only ones to fall this week in Europe---banking problems?
Rumours abound that Greece will exit the Euro currency---just as well as i do not see how it can increase its GDP and tax revenues to pay fudged borrowings.
China makes bullish remarks re Euro ----Germany loving weak Euro for exports----
A pot-pourri of buy ideas----
place funds between BP and Prudential---average yield 5.5% and great capital appreciation potential
Oil spec---DES and XEL----both could treble
Stable income---Tate and Legal and General----yield 5%
BASF---great German export company with yield of 4.6% in Euro terms
Gold---Cluff---could double from here.
I disagree with the Afren knockers----BUY
This is it for this week,
Good hunting!
Email: investormorse@yahoo.com |
| Weekly Market Wrap - Making sense of the last week or so in the markets |
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Sunday 23rd May 2010
All previous disclaimers apply I have missed 2/3 weeks of my usual market wrap and comments because there was little point in ideas until the following negatives/doubts were resolved but at least the picture is becoming clearer viz:--
Wall street was overheated to an unjustifiable level and thus the fall from 14000 to 10000 is welcomed.
Yes China was also ahead of events and some cooling was needed but that market is now at fair value and the Chinese growth story is far from over. This caused a big sell off in mines for obvious reasons and this was combined with the sharp proposed increase in an Australian mines windfall tax----my prefered buy in this sector is ENRC with a chart--at the moment showing a base at GBP9.25 or so.
The problem in Euroland---compounded by the Greek tragedy of gross corruption on a national scale---is basically that the political union was not backed up by ENFORCABLE penalties for financial non-compliance and also that the olive growing countries do not really have growing economies that can finance the borrowing binge.
The UK has of course been subject to election machinations and personally i see positives in the coalition---providing it can be held together.
The big picture is that markets do not like uncertainty BUT generally corporate earnings are beating expectations and growing at around 20% or so---and shares with growing dividends surely beat property/fixed interest etc.
As for specifics-BP is a buy---many of the UK banks--some oil search companies/producers--AFR/XEL and possibly KEA--also the Falklands.
There is a budget in the UK in the next 4 weeks or so and thus i hesitate to give too many specifics---Russia again appears on the radar
Re UK CGT----vintage cars are not subject to this tax at the moment so i wish Chris Evans well with his cars. Also Cosworth is going public in the coming months.
Am all at sea on a cruise at the moment but back to usual end of this week.
Good hunting
Email: investormorse@yahoo.com |
| Weekly Market Wrap--UK election--BP--Goldman Sachs--Greece--shares that rose -- Falklands-Nostradamus? |
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Sunday 9th May 2010
All previous disclaimers apply-- This and that--
Harrods sold to Qataris--as rumoured
Tesco to build villages in UK next to stores--mainly in depressed areas
Waitrose sales continue to rise---
BP---progress is being made in containing leakage and a legal battle will ensue with Haliburton and Transocean. BP paid its dividend last week and has in my opinion become a takeover target--Chinese/Billiton? Many large brokers value the shares at GBP7 v 5.6 and i do not argue with that.
Greece--well they are getting the money but can they convince the people about austerity and repay they funds--no!
EU--has been sadly lacking in speed and decisiveness---an alliance now seems to be forming between Germany/France and Holland all of which try to keep within the guidlines of borrowing against GDP.
Goldman Sachs--it was largely political but the home of bonfires of vanity need to find some humility and have now employed many PR consultants and Washington lobbyists.
Mining stocks in Australia fell after a windfall tax was imposed to fund infrastructure
NYSE/NASD--computer glitch and BN.16 USD of PD stock sold rather than MM 16!!---i guess somebody will not be getting a bonus
Iceland--after the Banking crisis now they are spreading volcanic ash--with dire economic results for the hard pressed airlines
I believe problems in the olive belt--Italy/Portugal and Spain can be contained
So was this all the Nostradamus effect---well all of the above are correctable and in any case Wall Street was overheated---adding to the sell off---thus i look for a rebound this coming week of 5 % at least----and the UK market could have a sharp bouce back IF the politics can be quickly resolved---also the GBP could recover to nearly 120 v Euro---
Ariba and Viva the Falklands---yes they have found oil at least 250mm barrels---with many bore holes still to be drilled and shares had a sharp rally with more to come over the next 9 months or so---
So what else went up when virtually everything was hit---Eurotunnel nad Chariot---and in the end BP showed relative strenghth. LLoyds looks oversold
This is no time to be selling stocks---corporate numbers are 20% than expected and stock are 10% cheaper with rising dividends and much M and A activity to follow---beat property/fixed interest/deposits etc----
Good hunting
Email: investormorse@yahoo.com |
| Weekly Market Wrap - UK election |
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Sunday 25th April 2010
All previous disclaimers apply-- This last week has been quite a good one for UK equities--especially banks and builders. Lloyds and RBS were star performers and both concerns are now doing well and the shares of both are above the prices of the Governments snatch back. Whatever the result on May 6, money will have to be raised and i can see both these stocks being massaged higher for a sell off. TW and Barratts did well because they both have large US interests and were encouraged by housing numbers from across the pond--although the favourite at the moment for new funds is Bovis as a recovery situation.
On commodities the price of cotton continues to escalate.
As i have mentioned frequently in the past, of all the possibilities for investment equities must be the choice as opposed to bank deposits, fixed interest and property---high yield/rising dividends and in may cases overseas earnings.
For new money i continue to favour Afren and a new issue to buy will be Essar the major Indian oil concern. For those more daring investors i like E-cite/XEL qouted in both Toronto and London. Looking for yield--MARS--Marston pubs--yield just under 5% and should benefit from increasing food sales and also from the SA football television broadcasts.
The first 3D tvs have gone on sale in the UK and Sky will have a dedicated channel soon with test marketing this year and a major push 2011
I remain bullish but am reluctant to give out too many specifics until after the election
Good hunting
Email: investormorse@yahoo.com |
| Weekly Market Wrap - Election/Goldman Sachs/Egypt/---and Iceland--again! |
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Sunday 18th April 2010
All previous disclaimers apply-- This and that--
Number of russian $ billionaires doubles in one year to over 60
Duke of Westminster/Grosvenor Estates--lost a mere GBP500mm last year on UK property--belatedly now going into Asia
Chilean wine takes a knock--tens of millions of bottles of wine destroyed in earthquake
Delia--the lady cook--recommends seedless grapes--sales soar 300%--also sales of free range sausages--whatever they may be!
Toyota Lexus SUV banned---US protectionism?
Am concerned about Egypt and its pending election--look at the map
Cyprus--electricity to be subject to a 2% surcharge/fine re exceeding carbon emission standards----mortgages granted since 2007 to come under scrutiny
US--Google results badly received by market. JP Morgan produces good numbers---Alcoa disappoints.
Sweden--Abba creators produce new musical called Christina
Iceland---the wrath of the gods following the banking fiasco--many emigrating
UK--i would not argue with the two year buy suggestions on RBS/Lloyds--am a buyer of ARE and WCC on spec. basis. Politics makes the next few weeks difficult for UK equities and currency but can anybody do worse than Brown?!
Basically bullish
Good hunting
Email: investormorse@yahoo.com
PS--you can listen to my broadcasts globally via you computer every wednesday and sunday via 98.5 rock fm cyprus (link to their website can be found on my 'links' page).
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| Weekly Market Wrap - UK election/UK election |
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Sunday 11th April 2010
All previous disclaimers apply This and that--
Cyprus--
If politics allow, property in Polis could take off on opening of road from Nicosia
MRI--negative press in todays UK Mail on sunday
Greece--pushing their luck yet again with EU
Liz Taylor to marry for ninth time!
Soon time to invest in Thailand?
UK--
If you believe the financial gamblers rather than the public opinion polls, the Conservatives will win---good for equities and GBP to continue strengthening against the Euro
Cadburys to open chocolate cafes a la Starbucks---what in summer?
John Lewis sales up 21% y.o.y.
Rightmove the property search site now has an overseas section
I advise shareholders in Petro-Celtic take up their rights entitlement
QQ received a mention this weekend on US stake building
According to the rumour mill, Vodaphone to discuss again selling the giant Verizon stake--could be hugely beneficial--if--if
CW smaller shares had a good week
XEL---behaving very well---great chances with this one
Falkland Island shares had a better week on bottom fishing
UK top of EU inflation tables
Its getting too political for too many ideas---one day or hour at a time!
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| Weekly Market Wrap - UK election/oil/metals to surge/harrods conspiracy |
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Saturday 3rd April 2010
All previous disclaimers apply This and that--
NASA to examine Toyota cars for electrical problems!?
BA unions running out of money
US jobs growth but still 10% unemployed--companies prosper but not individuals
India to fingerprint and photo all over 15s out of 1.2bn population in census--what no DNA
Metals prices to surge further on quarterly rather than annual price agreement
Oil production globally 85mm barrels per day---consumption---87mm--no guesses where price is headed
Uncle Sam to place Citibank shares via Morgan Stanley---Goldman Sachs excluded--
UK--
Sky tv to broadcast Manu v Chelsea match in 3d tv to 1000 pubs--for details see 3d.sky.com--BAM/Merrill Lynch puts price target on shares at 850 v current 620---also home sets etc marketed next year---Harry Potter next film being done in 3d---is this the next big thing?
LSE sacks deputy chairman---price rises!!
Manufacturing at 10 year high in UK
Falklands oil and now gas search rumbles on--patience---this will last for 9 months or more
UK election now acting on stocks and currency
good to see Russian market showing signs of life again
UK intrigue---
11 accused of insider dealing have had all assets frozen and are limited to gbp300 a week---what happened to innocent until proved guilty?
Harrods ---rumours of Qatari offer for the Pharoahs store---very greatly mortgaged to RBS---wonder who started this one!?
Thats it for this week
Good hunting
Email: investormorse@yahoo.com |
| Weekly Market Wrap - CW---charts--falklands |
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Sunday 28th March 2010
All previous disclaimers apply-- China likely to secure Volvo this week
Dubai bail out finally agreed
VW upset that Skoda outselling VW brands!
Stanley Gibbons to enter Chinese market
British Airways shares could rise a great deal IF they win the battle against the unions and merge with American Airlines---perhaps to GBP4 v 2.50
Times on line to start charging following News Corp. losses---gives some credence to Bskyb takeover rumours
Euro stabilises against USD on Greece loan fudge
JP Morgan to market Brazil fund end of April
UK lottery sold
UK budget does nothing to address deficit woes
UK equities---
Premier oil---target gbp16 v 12
X-Cite---target 60 v 41
CW now split into two---cwc and cww---just add the two latter prices together to compare with thursdays 147p
Chart buys---Ashtead/Chloride/Hikma/Partygaming
Falklands--article in todays Sunday Times re DES--found oil but not commercial enough--i caution to wait for Mondays RNS official statement. This is the first of 14 or so drilling holes and thus the first of much volatility for this share---a believer should hold for 9 months or more and a trader---trade.
Good hunting
Email: investormorse@yahoo.com |
| Weekly Market Wrap - Eu/Cyprus--UK election/budget---M and A fever etc. |
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Sunday 21st March 2010
All previous disclaimers apply Cyprus---
Paphos experiencing rising burglaries--reason?--poor local economy.
To get all grants for solar panels you need correct certificates for planning application.
Energy certificates are now mandatory for ALL properties rented out since 01/01/2010--heavy penalities can apply
China--Google has had enough of Chinese spying on G mail accounts.
India--inflation reaches 9%
UK--
Gbp shows some strength against Euro
value shoppers swapping champagne for cava--Chateau Marks and Spencer i recommend!
Greggs the northern baker/sandwich shop produced great numbers and now has more outlets than Mcdonalds in the UK
Sky to broadcast Chelsea/Manchester United game in early April in 3D---Avatar was also by a Murdoch/News International company and many Sky channels are now to be free.
Spring of discontent in UK with strikes reappearing--not good with budget and election looming
Only 80k houses built in UK last year versus normal 170k--means price inflation for houses must increase
Lloyds came out with blow away numbers---great spec. buy--possible switch from Barclays
BG--increasing takeover rumours
Great week for Bowleven/Hikma/Chloride/---CW to split at end of month--Deutsche Bamks reckons both pieces are worth circa 200p v current 147
M and A---its going to be a VERY busy year in almost all sectors as finance and prospects improve
Although the GBP is weak--at the moment--and the economy poor equities will do well as most companies have a high degree of overseas earnings.
Thats it for this weeks effort and good hunting!
Email: investormorse@yahoo.com Tel--(Cyprus) www.investormorse.com www.stockexchangeuniversity.de |
| Weekly Market Wrap - seminar/chart buys ---etc. etc |
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Sunday 14th March 2010
All previous disclaimers apply Seminar/birthday bash--i believe most enjoyed the experience and also hopefully learnt a little as well as adding the Mare Mare to their list. DVDs have been prepared and anybody would like one --free--please e me.
This and that--
China's oil consumption up 28% this january y.o.y
India snubs US and buys over 20 Russian nuclear reactors, an aircraft carrier with 30 fighter planes thrown in
US--it looks like Ernst and Young -auditors to Lehman Bros. may go the way of Arthur anderson in the Enron saga--this would leave only very few global auditors and professional indemnity fees going into orbit---worrying
3d television etc--10% of tv sales in Japan are now 3d---i believe this is the next, big thing, and so it is quite likely that News Corp may takeover Bsky b on enhanced cash flow considerations
Gold--Norseman worth a punt at 46p versus brokers forecast of 116p
Lloyds and RBS had a great week--still love Barclays long term
Chart buys---CNT/CHLD andHIK
BAY---should have fallen but rose---i believe developments will force AA to go semi-hostile with a high bid
Falklands--all shares fell a bit with waiting for first drilling report--we will have to get used to this yo yo but the end result is all that really counts
UK investors in equities should not worry about the weakness of the GBP--why/--most UK companies have high overseas earnings
China equities overheated
thats all for this week
Good hunting
Email: investormorse@yahoo.com Tel--(Cyprus) www.investormorse.com www.stockexchangeuniversity.de |
| Weekly Market Wrap - Seminar/News/Takeover/Falklands |
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Sunday 7th March 2010
All previous disclaimers apply Seminar--please reserve---nearly fully booked.
This and that--
The Pope coming to Paphos early June--His Holiness is retracing path of Saint Paul
UK Election registration---over 2.5mm expats--www.aboutmyvote.com / www.dontleaveyourvoteathome.com--important!
EU--allows production of enhanced potatoes for industrial use
Formula GT1 races to begin in two weeks--first of 8---should attract big following
Holland gives big vote to anti-koran party
Tesco to start house sales for gbp999---for all prices levels
Inflation exceeds interest rates in the UK
Shares--great week for TATE/BARC/CHLD/AFR and takeover for FPT--all mentioned here in previous posts
Falklands--drilling going on 24/7---lasting around 6 months---first report due around 3rd. week of this month--bell me for up to the minute news
Hope to see you at my Paphos seminar this Wednesday!
Good hunting
Email: investormorse@yahoo.com Tel--(Cyprus) www.investormorse.com www.stockexchangeuniversity.de |
| Weekly Market Wrap-- Politics/Falklands--Euro | |
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| Weekly Tips of the Week - Greece--US/China--UK--Falklands |
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Sunday 14th February 2010
All previous disclaimers apply Greece--how strange to insult the EU just as it offers help--am worried about banks there
Cyprus--Lanitis Group to issue title deeds in two tranches of 450 very soon re Aphrodite Hills development---well done!!
Cyprus Airways to shortly commence flights to Kiev and Dublin
China--new year parties for year of the Tiger just as Obama to meet religious leader of Tibet--not clever
UK--budget March---election May--VAT 20%---inflation 3 1/2% versus 3% yield on Government securities at a time when interest rates are too soon rise
Property repos at 14 year high---auction results fall--mostly cash buyers--a bad sign--1 in 8 shops vacant
BA gets go ahead from US re merger with AA
Barclays numbers Tuesday--great figures last week from Rolls Royce and Smith and Nephew--Hikma continues to act well--as does Bowleven
Falklands drilling rig arrives tomorrow--drilling to start in less then 5 days.
UK rights protected by EU/Treaty of Lisbon. There is variously estimated to be at least 65 bn. barrels of oil there---the Chinese are currently paying USD 12/15 for oil in the ground--so after allowing for Falkland Island taxes if 26% and UK corporation taxes on the 5 or so UK registered companies involved the potential for shares involved can be HUGE--Bell/e me for details and updates |
| Weekly Tips of the Week - US/China --UK--Greece/Euro---Falklands | |
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| Weekly Tips of the Week - Euro/U.S./U.K./Falklands and one no-brainer! | |
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| Weekly Tips of the Week - Politics--U.S. AND UK/China and Falklands |
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Sunday 24th January 2010
All previous disclaimers apply I write todays effort on a dull, cold rainy day--back in Cyprus Monday
China--started the sell off with the propects of rising interest rates to try to cool off the housing market there--up 50% in the last year or so--also stated sell off in mines which i do not expect to carry much further
US--Obahma--hurting from a Republican victory in a normally safe Democratic seat had to assert himself with a further gloves off approach towards the moguls of Wall Street--if this goes much further it will weaken the banking sector which was getting stronger-as if they do not provide some form of derivatives --who will? At some time he will be begging Goldman Sachs etc. to help raise funds for the Federal deficit---he has badly miscalculated---and Bernanke's position could be in peril further causing problems
UK--even the Prime Minister of banana skins realises he needs the City on his side--UK Ltd. makes nothing, the oil has gone and the City is a vital part of the economy and also of tax revenue---the Swiss must be laughing! Let's hope that there is a DECISIVE Tory victory--May 8?---in the meanwhile we have a tragifarce theatre---
o.k.--enough doom and gloom---the diamonds show up in the darkness like the Lorelei--
A--there is one share which i believe is 75% sure to rise 15% or so in the next 2/3 months
B--there is a chart breakout on a chemical stock which could be signalling a takeover at a 25% premium to the current price
C--i am having tremendous interest in a stock that in one year or so will be either half the current price OR 3/5/7 or 25 times the current level
My clients and subscribers will be familiar with these special situations
Re banks--Standard and Chartered sticks out like a beacon of sanity--in financial Legal and General has fallen to much--as has Barclays---after all Goverments come and go but large companies just keep rollin, along!!
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| Weekly Market Wrap - - Haiti/Dubai/UK/Falklands |
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Sunday 17th January 2010
All previous disclaimers apply-- Euro--under pressure--Greece, Portugal, Spain and Ukraine influences
Dubai--Boris Becker, Niki Lauder, Michael Schumacher all big losers in property fund there.
Haiti--Madonna donated USD250m--Brad Pitt USD1m.
China/Google--Germany has found fault with Microsoft 6,7 and 8--enabling Chinese snooping
Renault Megane has worst MOT statistics
JAL--hurt a lot by bullet train competition
US--JP Morgan great numbers clouded by credit card defaults
Federal Reserve makes over USD100bn profit out of baking fiasco
Old phrase--greed is good replaced by --jealousy is justified!
UBS-all employees have on their desk---truth--clarity and purpose---bit late!
UK--
Heating bills through the roof on bad weather
AGA cooker sales take off--also used for home heating
Manchester United F.C. to get cash injection from Qatar
Jaguar and Range Rover sales take off in UK
Cluff gold numbers could be good this week---well done Algy--a fellow old Stoic
7% yield?--TATE and DRAX---BP 6.5%
It was a good week for AFR/BLVN and KENZ
FALKLANDS---RKH/DES/FOGL---for guidance bell me
interesting week----market getting political--general election
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| Weekly Market Wrap--Cyprus--Falklands--et alia | |
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| Forget 2009----2010 is a new ball game! |
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Saturday 2nd January 2010
All previous disclaimers apply-- This and that--
Citibank--now offering Rupee checking accounts
Viet Nam growing at 7% p.a.
Coffee production in Venezuela falls on regime price controls
Lumber/timber---price rise of around 300% expected over next 2/3 years following price drop last year of 35%
Useful web site--- www.moneymatters.co.uk
2010---
It will be the year of so called mergers and takeovers
Appetite for risk will return
Falkland Island dreams will come to reality---
Amongst the myriad of new year press tips--i go for JRS--Russia and also on a spec. basis Lloyds bank---
Have a great 7% yield idea--BP and Drax--works out at over 5.5% net of all income taxes---also capital gain chances--
Food for thought--George Orwell---freedom is the right to tell people what they do not want to hear---
Good hunting--major full moon just past--blue moon--once in 19 years!
Tel--(Cyprus) ps--you can now hear my radio shows World wide---also i have just regeared my associated web site--- www.stockexchangeuniversity.de
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| Weekly Market Wrap -- and glimpse into 2010 |
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Sunday 20th December 2009
All previous disclaimers apply-- This and that--
The US only collects 76% of taxes due?!
One in 5 companies in the EU expect to be involved in M and A next year
Am concerned about a possible run on a Greek bank
The following commodities are expected to increase by 30/40% in price next year--global warming and standard of living aspirations---corn/rice/milk/coffee
I expect the German market to do well and in Asia i feel Viet Nam has been left behind
UK--
want a 6% income--BP and Tate---need income with bigger spread--add Glaxo and BG--4.5%
shares most likely to go up 20% or so--CW/MUL/HIK
most likely takeover candidate--Legal and General---also CHLD
Asset play--FPT---all out growth--KENZ
Recovery--LSE
Oil specs update--BLVN starting to drill in Cameroons/TRP directors take share options not cash/DES should begin drilling in Falklands end of Feb.
I wish you all a peaceful/happy/healthy and prosperous new year
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| Weekly Market Wrap -- Politics til Election-- |
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Sunday 13th December 2009
All previous disclaimers apply So we have had the UK budget preview and of course all the mess has been left to the encumbant to pick up. I cannot see anything there that could not be altered by a new government. The greatest winner on a Conservative victory would be the Pound--120 plus against the Euro.
Credit ratings are important, especially for countries in need of funds and the following are on the alert list for downward revision---Ireland, Spain and the UK--this follows on Greece this last week where banks have over lent to Romania and Bulgaria.
Lukoil the mega Russian energy company has won a huge contract for Iraqi oil--as ahs Shell.
Ukraine has asked IMF for USD2bn.--the cost of arguing with Russia
San Marino--population circa 320k will have to float a bond to make up for Italian outflow of funds following a tax amnesty
Partygaming in merger talks---as is Shanks
Oil drilling---expect news from Desire/Bowleven and Tower in the next months
Corus is to close a huge plant making 1700 jobless but is to receive a carbon reduction bonus payment of around GBP90mm
Mulberry---the maker of classic ladies handbags etc has just declared great figures and a major broker values them at 350p v current 155p and i do not argue with that estimate. BUY
Tiger Woods---any divorce settlement is estimated to be around GBP200m!
Seasonal greetings and good hunting
Email: investormorse@yahoo.com Tel--(Cyprus) |
| Weekly Wrap - - UK budget - - Greece - - 2010 ideas |
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Saturday 5th December 2009
All previous disclaimers apply UK budget--possibilities to be announced this coming wednesday--
wealth tax
private pension taxes increased
CGT rate raised
VAT--further rise
various agricultural tax breaks reduced.
This and that--
India--lentil price doubles, becomes rice importer---
rice and cocoa to soar
Italians are now the biggest private property buyers in London following tax amnesty returns of USD90bn
Fashion house Lacroix goes bust--Escada rescued
BAMML-to repay USD45mm borrowed to enable them to find a new CEO!
EU to reduce funds lent to banks---serious
Greece--on verge of financial crisis that could spill over to Romania and Bulgaria
Cyprus--to issue new EU passports with digital photos within 6 months
UK---
many UK solicitors being made redundant
5000 bankers to earn over GBP1mm this year
Lloyds--catching flu over commercial property loans
18% proof alcohol banned
NSI--to offer rates which will better those offered by banks which they control and wish to sell off!!
2010---will be the year of takeovers or so called mergers--also pharmas will rise from the dead--also expect Spanish market and Viet Nam to do well
Oil shares---await drilling reports from--TRP/RPT/DES and Falkland Islands fever
Full moon---good or hunting
stay close
Email: investormorse@yahoo.com Tel--(Cyprus) |
| Weekly Market Wrap--sand castles-loan default--thanks giving--lse not working! |
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Friday 27th November 2009
All previous disclaimers apply Dubai--i have a feeling that the timing of the crisis was a little too coincidental but happen, well, it had to. Dubai has no oil and became a kind of washing machine for hot money--Abu Dhabi which has oil may or may not come to the rescue but an Arabic solution looks probable and this may hasten alliances and an Islamic currency backed by gold and oil. The fall out is not yet clear but the following has happened--
in Cyprus--Marfin bank which encompasses Laiki and Popular banks has its connections with both Dubai/Abu Dhabi recoil on it. The price of gold fell on fears that much will be sold to meet debts. In London banks also fell on fears of bad/delated debt payments, LSE itself fell because Dubai has a 17% equity stake also Sainsbury fell on fears that a Qatari full bid will not now happen. A fundamental question now is the future of Islamic bonds. All this happens on Thanksgiving day, the LSE computer blows a fuse and the holy day in the Gulf--and also when Goldman Sachs has a brief holiday--if they ever do! Conspiracy theory? Is this a huge global crisis in the making--i think not. Most worrying is at the same moment the heat is turning up on Iran for non co-operation on nuclear activities---
This and that--
Garlic trebles in price in China--H1N1 cure buying!
Berlusconis wife seeking circa USD50mm. p.a. divorce settlement
Thyssen to lay off 20k. employees
Am hearing compliance problems with a large fund manager in the UK
I have seen interesting buying activity in Mulbery and Hornby in the UK smaller market
DES--the drilling rig left UK on its two month voyage to the Falklands
Again on the UK market i have an idea that looks odds on for a 20% rise in 6 months or so
And yes in spite of all this i remain bullish--
Stay close
Email: investormorse@yahoo.com Tel--(Cyprus) |
| Weekly Market Wrap - - ideas and shareholder perks - - |
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Sunday 22nd November 2009
All previous disclaimers apply-- This and that--
Out of eu16bn deposited with Cypriot banks eu10bn are of Russian origin.
Growing problem in Cyprus of bank guarantees by wives involved in divorces.
Am told it is possible to claim--in certain circumstances 2/3 of VAT on properties in Cyprus
New golf course by Palmeston/Brocket Hall near Kouklia?
John Lewis sales up 17% last week--Xmas buying and also before VAT in the UK increases from 15 to17 1/2%.
Credit card rates increase---season of goodwill!
UK gold coin sales up 400%
Robbie Williams to do a Bowie and puts himself up for sale for GBP50mm.
Sotheby's to auction for Mattel--for charity--50 burka clad barbie dolls--one with Bulgari bling!
BG in the UK to give free insulation to over 70s on benefit with annual income under GBP16k
Computer---dell number 3 after acer and hp
Shareholder benefits--Mulberry --20% discount/Barrat---1%---and BA 10% discount for shareholders for up to 8 people.
Markets--looking tired--4 down days in the UK last week but still expect seasonal window dressing rally.
CW is finally after funding to split in two---down side 10%---upside 25%.
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| Xmas will be in May 2010---comment and ideas |
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Sunday 8th November 2009
All previous disclaimers apply-- This and that--
72% of Japanese do NOT use microsoft
It costs roughly USD20k to hire staff in the States because of pension and health cover
Obama has passed the first hurdle in US health reform---also forcing health insurance companies to insure those with preconditions
UK now has only 3 real banks--Standard Chartered, HSBC and Barclays--no wonder that the first two have huge Asian interests. Nationwide best building society--but big competition from Bank of China and some Swedish banks
Dubai property, if you can trust the numbers, increased 7% last quarter--could be true as their equity market improved also
Spain to tax earners above USD900k equiv. 43%
Many UK high earners--especially in the finance sector--delaying moving abroad eg. Singapore, until after May 8? pending result of coming general election
UK equities---
LGEN--prime takeover candidate
Want high yield--BP/THT--average 6%
OIL----
BLVN now 90 could soon go to 150
KENZ--worth 250/300 v 210
Also there is a company with 14 drilling licences in the Falklands which starts in Feb. 2010--price now 90---IF lucky estimates go from GBP3 to GBP20 plus---well capitalised----is this the new Tullow?or Posiedon?
Worth looking at Circle oil--looking off Morocco
Right issues--take up offers for Grainger and Quintan
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| Weekly market wrap/comments and ideas - Mostly good news/some bad--volatile markets fall. |
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Sunday 1st November 2009
All previous disclaimers apply-- This and that--
UK property prices show start of recovery
Just like the 30s--theatre/entertaiment and chocolates enjoy boom--comfort
UK postal strike gives huge boost to DHL etc.
Around 80% of UK and US analysts forecasts beaten in most recent quarterly numbers
Most BRIC markets fully valued--look at Viet Nam
Defensive issues such as pharma/breweries/tobacco/food show usual resilience-but this is hardly a reason to buy
Am intrigued by price movements in SN/LGEN and CW
Am a buyer of most mines on any further pull back
Lloyds likely to pull off funding by disposals and rights issues---on a less speculative note i prefer Barclays and of course STAN
Big picture--good statistics out of US but the catalyst for the fall was a fall in consumer expenditure---could this not simply be because of greater than expected figures the month before combined with personal fiscal prudence ahead of Xmas sales?
Great to the the GBP improve versus the Euro this week from 106 to 111 plus
At times like this yield is popular, so why not put funds between---tate/brit, aero/bp and vod? For the more adventurous consider option writing and i also have a five year tie down product with average annual gains of 15% or so
Volatile times
good hunting---full moon!
Email: investormorse@yahoo.com Tel--(Cyprus) |
| Weekly market wrap/comments and ideas | |
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| Weekly Market Wrap--Wall street delivers-gbp/euro up | |
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| Weekly market wrap/comments and ideas |
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Sunday 11th October 2009
All previous disclaimers apply-- How strange Obama gets Nobel prize as that means the commitee must have chosen him just NINE days after his election---Jimmy Carter/Al Gore---all Democrats.
In the US the 70 year old son of the 105 year old Mrs Astor who has alzheimers guilty of forging her cheques--how sad.
Australia, Canada and Norway currencies to do well.
Hummer sold to the Chinese!!
Latvia economy still bad.
Iceland to become big player as server hotel--why? cold and cheap energy. Did you know all the computers in the planet have the same carbon footprint as all the aircrafts?
Wynn launch a massive well received fund raisng in Singapore for its Macao casino operations.
Telefonica in Spain doing well with its Latin american interests
Air cargo traffic picking up. Cathay and Singapore airlines booming.
John Lewis sales up 6% last week.
Google results due this week---shares could do well on cost cutting by new CFO.
In 25 years time 25% of the world will not have enough water.
Amazon to dump UK post office for Xmas deliveries because of strike probabilities.
HK luxury house sales picked up 25% last month.
Stocks---
TLW/THT doing well. BG has hired Goldman S. to advise on disposals--bullish.
BT has been given a price target of 180 by BNP
HIK had a good week--i favour this Jordanian company
OPAP shares in Greece yield 10% plus in terms of the Euro
BDEV looks worth a punt
For clients and subscribers i have a spec that could multiply by a factor of 10 in the next two years
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| Boring with down bias awaiting 3rd quarterly numbers |
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Sunday 4th October 2009
All previous disclaimers apply Oil--68/gold--998---gbp buys 109.5 Euros Bank of Cyprus--UK--is offering 4.05% on 15 month deposits.
Scam--if you are going to the US you now have to complete on a computer a form called ESTA--only go to the official embassy site--which costs nothing and gives a result in most cases in two minutes--unofficial sites charge around USD200 and keep all your CC details!
US--
Unemployment rate now 9.8%---average--Michigan/Detriot nearly 14%
Unemployment pay ceases after 6 months
For every job vacancy there are 6 applicants
MGM fighting to survive
China--markets closed for a week--i guess they can afford it
New buzz phrase--new normal--ie pay off credit cards/increase savings/take on no new debt/buy no brand foods at supermarket--
i guess you can tell not much going on at the moment BUT i have 2 new spec. ideas---not for widows and orphans---
I hear Mugabe in Zim. is in failing health---time to buy one gold share and one mini conglomerate based there---things can only get better
Falkland oil search---the cynics amongst us believe the war was all about OIL---well there is a company that is beginning oil drilling there this coming February and its eight prospective well costs have been paid by a third party---i will give the names to any clients or new subscribers ONLY
Good hunting
Stay close
Email: investormorse@yahoo.com Tel--(Cyprus) |
| Weekly Market Wrap--Euro, charts and German wahl. |
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Sunday 27th September 2009
All previous disclaimers apply Euro--looking overheated against USD--re GBP trapped between 105-115 following governor of BOE negative remarks. Next year GBP will be much higher on a Conservative victory
Germany--markets should be higher on any convincing Fr. Merkel victory
USA--hotels seem to be the next real estate sector to fall--huge mortgages
UK--Mandelson says he would be available to help the Conservatives---what!! Perhaps with Lord Archer!!
Markets generally have at least 15% rise left in them--plus dividends of course--but with the recent increasing in M and A special situations will abound
If you are now aged between 50 and 55 you have only until May next year to withdraw your 25% tax free allowance
The market has been boring with a downward bias until we have the US quarterly numbers due the first two weeks of October--top line as well as bottom line growth is essential
At times like this charts come into their own and so here are a few UK favourites--in no particular order--Charter/Prudential/Standard Chartered/Tullow/RTZ/Man/BTG
more next week
Good hunting
Email: investormorse@yahoo.com Tel--(Cyprus) |
| Weekly Market Wrap---currencies/commodities and stocks |
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Sunday 20th September 2009
All previous disclaimers apply This and that
Need to move you luggage within Euroland? Contact www.carrymyluggage.com two cases anywhere for GBP99.
If you forgot to claim your enducement when Scottish Widows was taken over by Lloyds Bank you have only until March 2010 to claim.
Abramovich soon takes delivery of his Hamburg built GBP1.5bn. toy boat--it come equipped with anti-missile defences and also laser devices against photographers! What--no submarine escape pod?
UK---Income tax to rise by 3p, widows pensions from husbands to be halved if already in receipt of another pension, 20% of youths under 22 now long term unemployed. Barclays relocates 40 high achievers to Cayman Islands---first of many such moves.
Cyprus--i am hearing of much M and A activity in the banking sector. Prices of both building land and at last building materials is starting to fall. Banks told to increase lending to businesses and make more mortgage funds available.
Goldman Sachs predicts earnings of major EU companies to increase by 40% next year---as many shares are not yet at fair value big share price rises seem probable.
Re SDRs--did you know the split is 34% Euro/34%USD/11% Yen and 11% GBP---clearly outdated---the Chinese Yuan must soon be allowed for.
Tata--the giant Indian company to get UK Government grant to develop electric car---why just them?
Natural gas --as predicted has first rise in 7 years.
Currencies---GBP failed to break through 120 versus the Euro and now with politicians help is hovering around 110 and headed to 105 where a bounce can be expected---long term a large rise is likely on a Conservative victory. The GBP has probably peaked against the USD. The rise in gold only really reflects USD weakness.
Share ideas---buy glaxo and BP---like both charts and am also a buyer of some Euroland ETFs. Also Rolls Royce looks attractive. Tullow announced two huge finds but by a pure coincidence two directors were sellers!!
A time for charts and special situations.
Stay close--mercurial markets===and good hunting
Email: investormorse@yahoo.com Tel--(Cyprus) |
| Weekly market wrap and IDEAS... |
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Sunday 13th September 2009
All previous disclaimers apply This and that---
Spanish olive oil producers strike as prices reach historic lows.
Sugar--price rise continues on climate and demand considerations.
Mexico experiencing water shortages.
Las Vegas---1 in 62 dwellings subject to payment problems/ only 1 in 7 tourists gamble there.
Investment---
Fedex announced great numbers a good leading economic indicator.
Citibank believes UK market one of the cheapest in the world---60% of earnings of FT indeces coming from overseas.
UK---capital gains tax on shares now only 18%--after GBP 9/10k tax allowance---Cyprus has no CGT on shares.
Great to see my old favourites Thorntons and Chloride have such a good week.
Amongst majors i favour BG/Glaxo----smaller companies i like include HGG/III/SSL---also good charts for those technically minded.
Short this week--its been that kind of market.
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| Weekly market wrap and IDEAS... |
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Saturday 5th September 2009 UK banks have at least 1mm.complaints on hold through government edict
FSA in the UK have had at least 9mm.complaints against financial institutions
John Lewis internet sales up 29% during recent bank holiday
Chinese Yuan destined to become worlds third largest currency--traders name? Redback!
Politicians at G20 meeting in London try to limit bankers rewards---perhaps they should limit theirs as well---especially the tax free sales of memoirs after they leave Government!
Gold--tested USD 1000 then back to 980 ish
Oil--USD 68---almost near a buying level--natural gas at 7 year low--buy?
Sugar--the clmb continues on demand and climate considerations
GBP fights back against too rapid fall against Euro
Cash for clunkers deals end in US and Germany
ETFs--am bullish of one that specialises in luxury goods---also like a pan European one
UK stocks---Rolls Royce at year,s high--doing well on old engine maintenance--jumbo jets now 40 years old.Mines continue to distort indeces. Very bullish brokers write ups on Bellway and III.
Remain nervous til 3rd week of september----volumes low
stay close and good hunting.
Email: investormorse@yahoo.com Tel--(Cyprus) |
| Weekly market wrap--indeces almost irrelevant--calm before? |
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Saturday 29th August 2009
All previous disclaimers apply This is intended for clients, subscribers, agents and friends.
All ideas here are given on a general basis without knowledge of investors specific needs and suitability---now to markets.
The banner above says it---eg--the FT100 was up yesterday-friday--but it was really because of distortion caused by a strong mining sector. In the US the Nasdaq index has lost its way and the S and P gives a far better indication of stocks than the DJi
Sterling/BP has suffered largely because of the unexpected sharp recovery of that Euro locomotive--Germany but i look for a recovery soonish
Oil seems happy at around USD75 and am a buyer on dips via ETFs
Gold--am normally bored by this one
US---am amazed by last weeks performance --upwards of AIG and associated lame ducks---perhaps more to come
In the UK, Lloyds--mentioned last week--put up a great performance as it fights to get out of the clutches of Socialistic excesses.
The UK scenario is relatively easy---2% on bank savings/3% on government bonds or an average of 4 1/2% on shares with the prospect of rising dividends and capital growth.
It is now AS important to follow the major Chinese indeces as the Dow!!
On my menu--i have a 6.4% yield equity portfolio--with big names----Spanish ETF and also of course for the more spicey types an ETF of Vegas and Macao gambling stocks.
Re markets generally---tough--up 10% by end of year but could be a bumpy ride--next hurdle/boost? quarterly US profit figures due first week of October and first week of Jan. next--i continue to be concerned re Israel and Iran.
Stay close
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| Thoughts i had whilst on a two week break plus ideas | |
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Sunday 23rd August 2009
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| Weekly Market Wrap - - resting before the ascent |
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Thursday 30th July 2009
all previous disclaimers apply-- Russia is to begin drilling for oil off Cuba
The average dictor in UK earns gbp107k per year and has a nice new little earner--H1N1 flu jabs to add gbp20k to the pot!
The average p/e on Chinese stocks is 34--why not?--it has double the growth rate of US companies. China has started talking with Taiwan for the first time in 50 years.
South Africa has 25% unemployment--civil unrest possible
Norwegian Krone is undervalued against Euro by 25%--according to survey
Vatican spokes person has been pontificating about Wall Street---well--why dont they publish the accounts of the Vatican bank---secret since 1300 or so!
UK pensioners worse off than those in Romania--sad
Germany--great numbers from many exporters and VW wins family feus for Porsche
US--am concerned about bad debts of regional banks on September. House sales--also new dwellings uptick.
Iran given until September to come to heel over nuclear issue--Israel getting prepared--sinister. Aetna---the new AIG? Many chartists read a 20%--more--on the S and P. UK--want to get a mortgage--go to--Bank Leumi, Israeli,--Bank of China--Handelsbank, Sweden---oh dear!
Lloyds to have new Chairman--ex Citibank top man
Insurers coming in for mergers etc--very specy though
Thorntons---appoint ex Somerfield finance man to board---Somerfield got taken over--so did Budgen with the same team!The company is to be split in two--wholesale and retail and their internet sales are doing well--Cadbury announced recently choc sales up 13% in the last 12 weeks. I look for a big upward movement in these shares between nov and feb on developments!!
BG--results just out as expected--but the main item is Brasil in two years time--well worth the wait
Some say sell Barclays--others buy--i am in the latter camp
Buy ideas--Cadbury/Johnson Matthey/Bayer and average down on CHLD
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| Weekly market wrap--sell Vodafone and Microsoft |
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Saturday 25th July 2009
All previous disclaimers apply-- Vodafone and Microsoft used to be exciting growth companies---the founders have made their bucks and these are now boring utility like stocks--SELL
this and that--
Civil unrest in S. Africa--poor tired of corruption
Will Chavez of Venezuela get involved with the Honduras situation
Power cuts in India hurting industry
Russian economy improving
Yes it is true--25% of bottled water is from the tap--albeir triple refined and additives in Coca Cola water!!
Samsung and Apple hurting Nokia
MAN in Germany going into solar industry and have just taken a 25% stake in a huge Chinese truck maker with tie up with Scandia
Bank of China to start mortgage lending in the UK---awesome---also in buy to let market!!
Peru equities up 110% this year
H1N1--the new flu--will improve Glaxo's turnover by at least GBP600mm this year alone
German and Dutch equities ignited by Wall St---large exporters to the US of A
Time to buy Viet Nam again?--
US--market ignores microsoft and looks at positive forecasts for eg UPS and CAT
UK equities----
Tate and L--up 10% this week
Rightmove---ditto
Savills--ditto
Hornby--the model maker--toys--beneficiary of 2012 olympics--london buses/policemen and hopefully not Gordon Brown!!
Arena--the horse track people pull off fantastic deal--spec buy still despite move from 18 to 25 p
BSY--chart buy at 520--target 700
UKC--await developments!--spec buy at 117
If you are not yet invested or planning to i guess you are not a capitalist or living on Mars
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| The past and the future |
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Saturday 18th July 2009 |
| Weekly market wrap--pensions/eurovgbp/--resting before buying panic! | |
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Friday 10th July 2009
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| Investor Morse's TIP for Sunday 28th June! |
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All previous disclaimers apply--
This and that--
HRH in UK wants a GBP 5mm-civil list pay rise---bad timing
Beware of UK tax repayment e mail scam
EU--may force UK insurers to beef up reserves by 20%--in effect reducing pensions by 20%
IFAs in the UK may have to go fee based from commission only--however many NOW charge add on fees as well
Jaguar declares ten month loss of GBP281mm---tax advantage?
Fat Duck restaurant of Bray fame to open in Mandarin hotel at top of Sloane St.-London
Arsenal needs to borrow GBP100mm perhaps forcing it into the clutches of a Russian oligarch
250 house repo. court orders daily in the UK
H and M--Hennes and Mauritz the Swedish retailer reported INCREASED profits--perhaps their tie up with Jimmy Choo will help further!! I guess shoes are important but GBP1m a pair!?
Champagne consumption in China rapidly increasing--businessmen there want to keep face
Citibank to start offering top end mortagages---unto he that hath much shall be given
After the rise in sugar it looks like tea is the next to take off
Final salary pensions in UK to be consigned to the history books
Interest rates and infation will start to rise again soon---
Investment ideas--
Buy LMI--now around GBp13--turned down an offer of 35 last year--do i hear 25?!
Option writing---some great premiums around--annualised 15% and dividends on RSA and Vodaphone
Thats it for this weeks effort--good hunting
Email: investormorse@yahoo.com Tel--(Cyprus) |
| Investor Morse's TIP for Sunday 21st June! |
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All previous disclaimers apply
This and that--
Swiss bank secrecy---forget it
Porsche--family still at war with VW--will Qataris/Daimler or another come to the rescue?
Heidelberger Cement---rescue package--could be a good buy if you cast your mind back to Hochtief
John Lewis---white good selling like baked beans
Cyprus--developer in problems--title deed fiasco continues--we shall see what happens in October/November---
Euro---well it rose against the GBP--briefly however now back to 118.5---Latvia effect on Swedish banks and knock on effect. Also weakness of Greek economy worrying
What to buy--gold via ETF of a short term basis with stop/loss
Oil shares are now cheaper than oil--look for continuing consolidation in this sector--tlw/pmo/dana??!
Mines/minerals--RTZ a buy after rights issue fall---but LMI--the old Lonrho is a great spec. buy and could easily double from here
Dust down porfolios and pay attention to SIPP reviews--however painful
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| Investor Morse's TIP for Friday 5th June! |
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All previous disclaimers apply
Big picture--
The S and P in the US has a glass ceiling of 1000
The Footsie has a glass ceiling of 4500
The GBP has had a great run against the USD but especially gainst the Euro---Latvia threatens Swedish banks and much of so called new europe suffering from overheated economies aggravated by ignorant foreign currency borrowings---welcome comrades to the world of capitalism!!---20 years after the Berlin wall was brought down--was it to keep the capitalists out of the east or the communists out of the west---now as the Marboro advert said--test the west! So we are left with a convenient seasonal flat sea waiting for a perfect storm or for the wall of money to push markets higher and through resistance points---or perhaps both---for sure there will be a buying panic around october/november and the GBP may well peak against the Euro then at around 135--
China--MBenz sales up 85% yoy---retail sales up 15% and a two month wait for new car buyers
USD--there is a growing move for an IMF currency---not sure if this would help or hinder the USD
Dubai market had its best week for ages--property bottomed?
Germany---MAN is getting involved in the solar industry---very interesting
Time to but CAT in the US
Want yield--TATE on the LSE yields 7.5%
I missed my e last week--too hot---Gordon Bownitis--tube strikes--North Korea--oscar performance by the Chairman of BOA--all too much and i have a new video link on my website!
Just ride out the bumps---think of all the restocking that has to take place--shortage of skilled labour--pay strikes--winter of discontent--inflation etc---seen it all before and equities are the only real hedge against inflation---An election in the UK will really blast off the GBP with a conservative Govenment--etc etc
good hunting and stay close
Email: investormorse@yahoo.com
Tel--(Cyprus) ps--Ascot/Wimbledon/Henly--its all too much
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| Investor Morse's TIP for Friday 29th May! | |
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| Investor Morse's TIP for Friday 22nd May! |
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All previous disclaimers apply--
Pilkington is to increase price of glass by up to 50%
The VW/Porsche family feud continues---will there be a white knight for Porsche?
Aquascutum target for Chinese takeover---oh dear
WPP chairman trying to push through pension of USD100mm--perhaps he should become an MP instead!!
Mass exodus from Uk on tax considerations
UK annuities now pay up to 7% or 4% inflation proofed
BA offer 2 for 1 tickets til end of may
Currencies---there is a chance that the credit rating of the UK AND USA may be reduced to AA from AAA--signaling higher interest rates. Re USD weak also on Brasil/China alliance to find alternative currency solution---but exclude Euro. The yellow metal rises pro rata to USD fall---i like ETC/shares in Uranium right now
UK share picks?----
BAY---reason classified!
III---will expand after rights issue and pay down borrowings
TATE--new chairman ex Procter and Gamble
I look for some weakness and base building until the next leg up---German equities have a great chart and India to show continued strength under congress party leadership
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| Investor Morse's TIP for Friday 15th May! |
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All previous disclaimers apply
Big picture--the markets need a breather after the sharp upwards movement of the last few weeks--especially the US and it had it--bullish. Markets are ignoring bad news and the major event has been vast M and A activity the other side of the pond and also companies in the UK are announcing a raft of rights issues. These shareholder issues are being greeted with an initial mark down of 20% followed by an equally sharp rally --reason--companies escape the leash of their bankers and can make favourable acquisitions. There is now such a vast wall of money seeking reasonable returns that i expect any setback to be modest and look for bullish markets especially in the UK and Germany
Commodities--coffee and sugar continue their rise on climate considerations and oil and metals have a firm tone on economic pick up hopes.
India--the Congress party made a strong showing and i expect this market to perform well--Russia is a little ahead of the game at this moment.
Serbia-the trade unions there are being very proactive and now run nearly 100 supermarkets for the disadvantaged
UK--will our elected representitives. MPs--be prosecuted for acting like the last days of Rome?
UK buy ideas---CW/III. TATE and of course BARC---i only give selling ideas to clients and subscribers
Stay close--and good hunting
Email: investormorse@yahoo.com Tel--(Cyprus) |
| Investor Morse's TIP for Friday 8th May! |
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All previous disclaimers apply--
This and that--
Toyota declares first loss in 60 years
VW and Porsche to merge---where will this leave M.A.N.
Iraq---starts exporting oil from nothern border--Kurdish/Turkish area--Addax and Heritage to benefit
Currencies--i remain bullish GBP v Euro---target year end 130/140
ETFs/ETCs---many ideas including those with 3x gearing
Banks---mostly overbought short term--long term VERY cheap.
Rights issues--the fact that on both sides of the pond rights issues are being made is bullish and confirms my thoughts that this recent market rally is the beginning of a new bull market and the end of the bear market
UK--PFD declare their results this tuesday---am a spec. buyer of Metals exp. ans JSS
long term--BG--BG and more BG
good hunting by the full moon
Email: investormorse@yahoo.com Tel--(Cyprus) |
| Investor Morse's TIP for Friday 1st May! |
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All previous disclaimers apply |
| Investor Morse's TIP for Friday 17th April! |
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All previous disclaimers apply
This and that--
Over 6000 Mexicans killed over one year near US frontier--narcotic war.
VW may well overtake Toyota in vehicle production soon
Politicians--so Putin earns USD 150k per year/Obama a short 5mm--book writing and jo Biden a few thousand! Who do you believe?
US--Google went up on good numbers and AXP went up 30% as forecast here some 2 weeks ago
US--second largest mall owner file for chapter 11---there are 249 others!
China--the new theory is that it will corner copper this year for two reasons--as hedge against USD weakness and also because it is needed in vast quantities in battery car production
UK--so we are to get a GBP 5k allowance to buy an electric car which will not be in production for TWO years. Budget April 22---pensioners to do well--vote buying?--also richer pensioners to be taxed heavily--oh dear.
Am so pleased i called the market rise and many of my ideas have produced fruit. Please note, current ideas are by phone--as are my best ideas--also i rarely give sale or exit points to non clients/subscribers. Any how here are a few must haves--stan/gsk/bg/lse/barc
For S.A.S. type desperados--clf/are/elm/aga. A major guru has said UK banks are on a P/E of only two in 2 years time--implying trbling at least and a geared ETF would give a return of 1000p.c. in two years
Germany---man/alv
Re a large island in the MED--expect amajor announcement from a property company--it will appear good but it is bad!?
get buying--any setback will be very short
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| Investor Morse's TIP for Friday 10th April! |
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All previous disclaimers apply
It has been said for sometime now that a recovery in banking stocks was needed before the broader markets could advance--well, its happened==eg Barclays and Wells Fargo. Builders had to rise--well its happened--Barratts up 50% in a week as predicted here 7 days ago and a massive housebuilders merger in the US. Mortgages are also becoming easier, of course it is not all milk and honey--car loans, insurance stocks and pension deficits continue to cause concern, but the base is there. As followers here will be well aware the markets are 6/9 months ahead of the real economy. Just imagine the effect when wholesalers and retailers start restocking!! Asia and emerging economies as well as commodities and related stock are worthy of attention. Yields of over 5/6% are readily available on stocks so why even bother with deposits?
I will not give any specific stock ideas here today as we are almost in fast market conditions---wire or bell me for ideas and fund management. Review portfolios and pension pots NOW!Good hunting
Email: investormorse@yahoo.com Tel--(Cyprus) |
| Investor Morse's TIP for Friday 3rd April! |
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All previous disclaimers apply
This and that--
Caxton fx and Fair fx have big interest in their multi currency top up international debit cars.
Co-op and Britannia to merge---like Nationwide they are sticking to boring, safe old fashioned banking--well done.
Tesco shares come in for negative comment and fall in rising market.
Car sales in Germany UP 40% in march--helped by cash payments for old wrecks.
Cuba has offered USA oil rights in exchange for lifting of 47 year old trade sanctions-cigars?Ariba!!
Irish banks and insurance companies have mega rally.
G-20 party over--printing money to leave us full of hope and less personal but more govermental debt!!
Oil---buy---no brainer---geared ETCs. Stay long Tullow/BG/Repsol/Afr.
What not to buy?--fixed interest/deposits---interest rates must rise
USA---Buy Goog--370---target 450===/AXP---15--initial target 20 then 30
Euro--MAN--40--target 57.
UK--no particular order--J.Matthey/BLND/CHLD/SGI/THT/LSE/VOF/ICH/RMV/CW/AGA/PRU/ADN/Barratt Builders-This is no false alarm---review all lists and pensions and pull on your buying boots---even go for margin and geared ETfs and ETCs
Good hunting Email: investormorse@yahoo.com Tel--(Cyprus) ps--gamble of the week--Viet Nam--fall overdone |
| Investor Morse's TIP for Friday 27th March! |
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All previous disclaimers apply
UK--It is not often that the governor of the bank of England has a private audience with the leader of the Bowes-Lyons dynasty--SHE is worried about the economy and the growing rift between the Prime Minister over inflation rising at a time of recession and the inevitable need for interest rates to rise to attract funds to service Government borrowing---this one will run and run----
This and that---
Cambridge BS had only one foreclosure on its mortgage book
Dunfermline BS--bail out for BP60mm
Premium bond top 1mm. prize now reduced to one payment--reduce holdings to maximum BP5k--1pc interest or so is too miserable.
Time to be investing in vintage cars and antique stamps.
The UK top green adviser suggests population should not exceed 30mm!!??
Rose consumption up 23% y.o.y.---barbecues!
China is sabre rattling in a clever way--vague suggestions of a global currency to replace USD.
Lawyers in UK are so overwhelmed with fraud cases that they are charging up to BP1k p.h.
Goldman Sachs is front runner to buy Barclays I shares unit--problem-top man there to receive bonus of undesirable proportions.
US housing starts up 5% last month.
Mark Mobius the white suited chief of Templeton Emerging Markets has turned bullish.
Obama has turned bullish---so have most of the analyst sheep on Bloomberg.
What to buy?--UBS/Rightmove and TLW---also financials at last and some builders/real estate companies.
Get your buying boots on and stick to quality.
Good hunting
Email: investormorse@yahoo.com
Tel--(Cyprus) PS--remain concerned about chill winds blowing across from East/New Europe
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| Investor Morse's TIP for Friday 20th March! |
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All previous disclaimers apply
This and that...
The Footsie has its first black chairman--Prudential shares greeted this with an Obama rally of biblical proportions.
Regus--the office rental company announced great numbers--benefiting from credit crunch.
Nationwide being punished for getting lending right and having to pay BP250mm to authorities to have money in the fridge for the next fiasco.
Car production down 60% y.o.y.
Gold and oil had a great week as did most commodities on USD 4% weakness.
Barclays fighting like Alexander the Great to keep the UK government away.
Annuities--have no fear on any default chatter--more or less covered by FSA.
Care home fees now average BP550 p.w.--give away home to relation or trust to avoid local authority snatch back.
Green shoots of recovery---YES but only on the basis that stockmarkets look 6/9 months ahead of the real economy----i have constructed several model portfolios recently-high yield Euroland/agressive geared ETF and ETC/UK high yield and growth--i really believe for the bold the time is NOW!
Good hunting
Email: investormorse@yahoo.com
Tel--(Cyprus) ps--well done Tullow--BP15?/Nokia and Afren!Watch in the UK 3I------
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| 14th March 2009 - SWISS bank secrecy to end!! What to do? |
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Anybody affected by this may wish to contact me |
| Investor Morse's TIP for Friday 13th March! |
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All previous disclaimers apply
This and that--
John Lewis annual profits down circa 30%--buying market share?
Paying for goodwill? Forget it---it belongs to another decade.
Dont forget markets in UK normally fall on a Wednesday---xd day
BUPA--annual new subscribers up 40%--recessionary considerations?
Gregg the bakers doing well---99p sandwich---credit crunch buster---well done!
Chas. de Vere throw in the towel--mortgages--Branson picks it up--what a surprise!
Coventry B.S.---offer 100% mortgages base of course on their valuation.
Pearl told by FSA to muscle up their provisions---fear of annuity default? Ouch.
RBS pension fund may well be rescued.
Forget the DJ index---S and P more representative but most bull scope with NASD.
In time to come benefits of lean and keen cuts will boost EPSs
China exports down 25%---domestic car purchases up 25%
CITIBANK rally--ok-here's my conspiracy theory--of course. Over allowances for bad debts and mark to market will claw back taxes paid in the past-and reduce those to be paid in the future, help directors stock options and beef up earnings for year ended 2009. The insurance sector and chance of a massive annuity default scares me.
UK spec. corner---buy--caveat emptor et venditor--Quintan/Psion and CW---how strange that RSA was one of the first financial shares to bounce this week?!
Big picture---by year end--interest rates much higher and BP currency strong.
As for major recommendations these are credit crunch times and ideas will only be given to subscibers and direct clients
Good hunting by this full moon.
Email: investormorse@yahoo.com
Tel--(Cyprus) |
| Investor Morse's TIP for Friday 6th March! |
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All previous disclaimers apply
These weekly notes are intended for clients and subscribers. Sell ideas are for those whose funds i manage.
This and that--
Cyprus--mortgage situation appears to be easing
China growing at 8%--India at 7%--good domestic demand
Confidence indeces on the uptick, freight rates rise, Chicago futures active, gold falls from USD1k to 910---ALL bullish indicators
US--
46mm citizens without health insurance
1 in 37 people have been in jail or subject to police action
GE-which made a few years ago an emphasis in finance falls sharply
CAT--doing well on domestic demand for road building and the US
Germany---i favour Heidelberger cement
Scandi--Nokia--eu7 v high 20---yield 7.5%
Commodities--sugar and oil on the uptick
UK----
Take tax losses now and reinvest to get loss carry forward benefit
British Land--heavy rights issue---sell new nil paid and reinvest in old ex rights shares. Contact your agent.
Annuities--please shop around for competitive quotes from companies other than the policy issuer--big differences.
Nationwide to start charging for withdrawals---shame on you!Other banks to cease so called free banking
UK goverment pensions go up again for April
Insurance stocks hammered-a la banks
Eurotunnel doing well--also for Goldman Sachs
Market worried by pension fund deficits--eg--BT
Government printing money---must have got this idea from Mugabe!!
Amongst my favourites are---CNOOC/JRS/S and C/Pearson---Tullow resukts this coming week--Morgan Stanley also has a strong buy opinion---expect update from Uganda
Please note that i manage funds and am pleased to see people at no initial cost or obligation--also review your Sipp and pension fund investments.
NB--i expect markets to be much much higher by year end also for BP to rise to Euro1.40
Thats it for this week---spring is coming---but will strawberries, ice cream amd fizz be cheaper at wimbledon?!!
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| Investor Morse's TIP for Friday 27th February! |
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All previous disclaimers apply
This and that--
Ryanair may charge BP1 to use toilets on flights!
UK housing--40% mortgages have negative equity. Prices may fall by a further 20%. Rental prices fall. Prices in Hove/Brighton and Poole area holding up well.
Most houses valued at 2005 levels.
If you want FREE dental treatment in the UK register at a dental school.
Cigar production up 3% and condom sales up 5%.
China--exports fell over 17% in January but local market can absorb much of this.
Cyprus--Cyprus stamp collections reach record auction prices in London.
Hungary--now regarded as cheap holiday destination.
Austria economy catching east Europe economy downturn--bank problems?
UK--money news-
Tullow Oil rose on Uganda massive find news.
Rightmove declared big profit rise as many estate agents close doors.
Tesco moves ever bigger in banking---deposits around 3%--lending around 9%.
Money exchange/debit cards. Check out FairFX---great rates of exchange and up to Bp2500-rechargeable--can be stored on a quasi Mastercharge debit card. Far better costs than credit cards.
Am starting to buy fund management companies for my managed accounts.
Dividends in spite of profits can now be regarded as discretionary.
Spec corner--IMM-LSE---capitalised at BP80mm--cash in bank USD50mm.Directors have just granted themselves stock options. Edison suggests price of 300v82p current and some websites predict in a best case scenario a price up Bp20---wow!
I am turning in some cases into an aggressive buyer but as always my best ideas are for clients--as are selling ideas
Good hunting and stay close
Email: investormorse@yahoo.com
Tel--(Cyprus) |
| Investor Morse's TIP for Friday 20th February! |
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All previous disclaimers apply
This and that--
The national debt in the UK is now BP33k per every person!Falklands oil time?
SAAB in Swedish equivalent of chapter 11
UBS fighting US over disclosure of details of 50k US clients owing the Fed. around USD9bn.
Dow at 8 year low
Nikkei at 25 year low
Fine wines down 40/50%
Only 62 Ferraris sold last month versus 600
UK--1.9 million gas bills delinquent in January
UK solicitors Allen and Overy release 450 senior staff
RBS--to announce top down rationalisation--Sir Freds pension BP or SP--10 million!!
60% refund probable for Singer and Fiedlander/Iceland--IOM depositors
Byblos-lLebanese bank to be listed on LSE----
Gold--haven of last resort--it has its day every 15 years or so--how to buy/invest?Coins/ETC/gold mines---also consider silver.
Move by Abbey Santander to delay property fund redemptions by 2 years
It is quite easy to obtain share yields of 6% plus with prospects of rising dividends and capital appreciation over medium term. Why buy funds with all the layers of expenses when you can buy shares and ETFs direct?
Am impressed by Tullow and Glaxo
Currencies? in order of preference--USD/BP/Euro
Thats it for this week
Email: investormorse@yahoo.com Tel--(Cyprus) |
| Investor Morse's TIP for Friday 13th February! |
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All previous disclaimers apply
Irish Life now seems embroiled in the Anglo Irish scandal--much more to come.
Lloyds Bank hit for further BP10bn by HBOS in spite of saying this wednesday that all was ok---now in danger of nationalisation.
Strange is it not that bank supremos pension plans were not mentioned during parliamentary enquiry this week in the UK
UK--text messages up 32%
---tv flat screen sales up 11%
---long life light bulb sales up 39%
---chocolate sales up
---huge demand for meals for two--only BP10 for 3 courses and wine!
US--corporate bond funds now yield around 11% versus 1.5% for Government bonds
AIG--making series of large disposals
Euroland--Deutsche Telekom shares yield 7.6%
A few buying ideas--some speculative--
Arcelor Mittal--steel recovery?
Jupiter Split---director buying
London Stock Exchange--new chairman/Gulf states takeover
Henderson Group--chart breakout---corporate activity?
CNOOC--oil and China--great combination
Chaucer is in takeover talks.12 month high 90p--bid could be worth 60p.
Tullow oil--Ugandan prospects---and now an update on Tower Resources---
It was announced on this friday that an Australian company will pay for the drilling in Uganda with search starting in just 2 months--shares rose over 30% in one day. This spec is worth little--or 15p or in two years or so BP2!
Thats it for this week
good hunting
ps--want to run a bank?--work at ASDA first!!
pps--is a small mediterranean island to announce interest only mortgages?!
Email: investormorse@yahoo.com Tel--(Cyprus) |
| Investor Morse's TIP for Friday 6th February! |
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All previous disclaimers apply
RTZ in the UK may well get further funding from China--where else?
Vauxhall-general motors and Ford are to raise car prices by 5%.
Over 30% of UK credit cards are subject to fraud.
Over 2% of BP coins are forged (metal prices).
UK house sale values up 1.8% this January--false rally.
Experian reports business failures up 78% in January.
Am concerned about stikes and civil unrest gathering pace towards this winter.
Ideas and comment--
I expect a sharp rally in equities--especially in UK second half of this year and also the BP/Euro rate to make up most of the fall tp 1.30 by late autumn. Now is a very good time to dust down portfolios INCLUDING pension/investment schemes such as SIPPS.
Yield--buy BLND---gross yield of 8.0%.
Capital growth in financials--buy LSE--450 versus 1600 in last year. Still am fan of CHLD/SGI and THT. Oil and oils shares both prospectors and producers are a must--as are Russia/China/India
Good hunting
Email: investormorse@yahoo.com
Tel--(Cyprus) P |
| Investor Morse's TIP for Friday 30th January! |
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All previous disclaimers apply
Davos---Putin/Mahindra/Forbes and me are all bullish for second half of this year.
This and that--
Citibank has just cancelled a usd50mm corporate jet--appears they have heard of business class.
Thain--Merrill Lynch/Bof A resigns after usd1.2mm office refurbishment and bonus allocations.
Amex--profits down 78%.
Caterpilar sacks 20k of workforce.
Mcdonalds--expanding in Europe---adding 12k staff.
Santander--repaying private investors in Madoff scandal.
Siemens--produces great numbers after bribe settlement in US and Germany.
Soc Gen and Credit Agricole to merge asset management teams
Fortnum and Mason to release 55 staff.
Barclays shares double to 90p--big deal after 550p or so--but who believes what banks say any more?
Standard Life to reduce endowment mortgages policy payouts by 18%!
Are UK post office deposits safe?--ask Anglo-irish bank/Irish government.
What to buy--
British pound versus Euro
Oil and most oil stocks--especially Tullow/BG and Afr
Most commodity stocks
NASD
Wow---the news is coming thick and fast
Be bullish---buy at least half positions now
good hunting--year of the Ox--quite like a bull!
Email: investormorse@yahoo.com Tel--(Cyprus) |
| Investor Morse's TIP for Friday 23rd January! |
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all previous disclaimers apply
This and that--
Spain now has around 14% unemployed.
Ex KGB officer buys London Evening Standard newspaper!
UK--Britannia building society to merge with Coop.b.s.
Holidays--with weakness of BP--favourite destinations for UK residents--Hungary/Turkey and South Africa---as well of course as UK itself.
China---the year of the Ox is upon us--well its a bit like a bull!
US--heads roll after only a few months at Citibank and Merrill Lynch--and now a few investment ideas--all BUY--
Russia via ETF or fund
India-ditto--
US--buy a CIF--yield 11% also Altia yield 8.4%
UK--ditto--yield 8%
Unilever--yield 4.4%
Glaxo--new drugs in pipeline
Energy---AFR/TLW and BG all oustanding value
Good hunting
Email: investormorse@yahoo.com
Tel--(Cyprus) |
| Investor Morse's TIP for Friday 16th January! |
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All previous disclaimers apply |
| Investor Morse's TIP for Friday 9th January! |
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All previous disclaimers apply
Well on the 20th instant Obama is at the helm in the US and markets should be pleased to have some uncertainty out of the way.
Currencies--the BP has snapped back to 110ish again- against the Euro-the fall was too rapid, but i do not expect much higher levels until the late summer/early autumn--the rationale is that the first economies in a recession are normally the first out--ie US and UK/Ireland.
Insurance/assurance/endowments and Sipps--these generally are a let down especially with regard to terminal bonuses. For those wishing to withdraw the 25% allowed please leave this until the second half of the year when i expect equities generally to be much higher. A suggestion for younger people--consider term insurance--very low rates now--eg.--it costs just bp11 per month for a 25 year policy with cover of BP100k.
UK retail--John Lewis/Waitrose doing well as is Sainsbury--M and S disappoints and may slash dividend. Iceland frozen foods to takeover 51 Woolworth stores and employ 2.5k new staff.
Grim statistic--25% of UK families has NO disposable income.
Equities--my old friends British Land and Tullow had a good week. New buy idea--Glaxo SK. This used to be a glamour share but fell a lot as less new drugs recieved approval but now this pipeline is expanding again. Looked at the charts and IF it can push through bp13.50 we could be looking for BP17 medium term.
Thats it for this week--good hunting by the full moon
Email: investormorse@yahoo.com
Tel--(Cyprus) |
| Investor Morse's TIP for Friday 26th December! |
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| Cryptic 2009 BUYS for Charity |
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| Investor Morse's TIP for Friday 19th December! |
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| Investor Morse's TIP for Friday 12th December! |
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| Investor Morse's TIP for Friday 5th December! |
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| Investor Morse's TIP for Friday 28th November! |
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| Investor Morse's TIP for Friday 21st November! |
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| Investor Morse's TIP for Friday 14th November! |
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| Services and data base - 6th November 2008 |
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| US election--BUY ideas---and weekly wrap - 4th November 2008 |
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| Investor Morse's TIP for Friday 31st October! |
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| Looking backwards and forwards! 28/10/08 |
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| Investor Morse's TIP for Friday 24th October! |
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| Investor Morse's TIP for Friday 17th October! |
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| We've seen it all before - but not so quickly! |
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| Investor Morse's TIP for Friday 10th October! |
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| 2nd October - Article from todays white Times---buy! |
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Fidelity's Anthony Bolton calls bottom of stock market
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| Investor Morse's TIP for Friday 3rd October! |
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| Investor Morse's TIP for Friday 26th September! |
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| The five day financial revolution--Paulson Ex Goldman Sachs saves economy |
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All previous disclaimers apply---the simple guide to last weeks events |
| Investor Morse's TIP for Friday 19th September! |
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| Investor Morse's TIP for Friday 12th September! |
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| Investor Morse's TIP for Friday 5th September! |
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| Investor Morse's TIP for Friday 29th August! |
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| Investor Morse's TIP for Friday 22nd August! |
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| Investor Morse's TIP for Friday 15th August! |
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| Investor Morse's TIP for Friday 1st August! |
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| Investor Morse's TIP for Friday 25th July! |
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All previous disclaimers apply-- If you had not noticed oil is falling/USD is strengthening/banks and financials GLOBALLY are rallying, property shares are attracting M and A interest etc etc---most of this is because after several false alarms, some banks are now admitting to bad debt over provisions and this can only gather pace through quarters 3 and 4. |
| Investor Morse's TIP for Friday 18th July! |
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| Investor Morse's TIP for Friday 11th July! |
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| Investor Morse's TIP for Friday 4th July! |
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| Investor Morse's TIP for Friday 27th June! |
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| Investor Morse's TIP for Friday 20th June! |
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| Investor Morse's TIP for Friday 13th June! |
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| Investor Morse's TIP for Friday 6th June! |
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| Investor Morse's TIP for Friday 30th May! |
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| Investor Morse's TIP for Friday 23rd May! |
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| Investor Morse's TIP for Friday 2nd May! |
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| Investor Morse's TIP for Friday 25th April!! |
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| Investor Morse's TIP for Friday 18th April!! |
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| Investor Morse's TIP for Friday 11th April!! |
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| Investor Morse's TIP for Friday 28th March!! |
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| Investor Morse's TIP for Friday 21st March!! |
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| Investor Morse's TIP for Friday 14th March!! |
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| Investor Morse's TIP for Friday 7th March!! |
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| Investor Morse's TIP for Friday 21st February!! |
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| Investor Morse's TIP for Friday 8th February!! |
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| Investor Morse's TIP for Friday 1st February!! |
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All previous disclaimers apply Please note you can hear my radio shows every wed. at 0700 gmt and sundays at 0810 gmt via internet. I also offer share dealing facilities and portfolio management in most currencies and markets--including ETFs and ETCs== OIL--I am a strong believer in investment in the Gulf area as oil supplies are running out--20/30 years--andthey are fully aware of this. Brasil--Petrobas has a MASSIVE oil find and in 5 years or so this will manifest itself. South Africa--oh dear--power cuts and the football cup is in 2012--mines have had to close--wish I had some generators to sell. France--Soc Gen will get taken over soon in a cosy french solution-- China--has taken a 13% stake in the mining giant--RTZ to protect its iron supplies. Switzerland--UBS balance sheet resembles a swiss cheese--too many holes!Anyhow the hotels in Zurich are full of Russians on fiscal breaks! US--Yacrosoft does not have that ring about it-- merger of two losers--no thanks UK--love the recent movements in UKC/ENO/CBR--also in ICH. Latvia--my how these new europeans learn--they have put a port for sale on EBAY!!--well it reduces marketing costs. Special situations abound so keep close e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 25th January!! |
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All previous disclaimers apply Big picture---at times like the last ten days or so--following the fall from last August to December and two weeks of downs we are now seeing what is I hope the triumph of FACTS over emotion. Viz my 20 golden rules of investment--on this site--a selling crescendo was needed--we have had it and charts have delivered. I feel it opportune to polish my crystal ball and come out with some basics beliefs--- The BP will exhibit continuing weakness. The USD will end the year strongly and the Euro will weaken against it. Russia will outperform India and China. The UK market will be 20% higher by this year end. Commodities generally will fall due to slowing product demand--if I am correct the German market is a steal and it also has a strong beta factor--Allianz and Porsche are must haves-- UK--1/2 year specs are AFR --could at least treble and I expect there to be M and A activity in the insurance and property sectors. New Star is now less celestial and is 25% off its 12 month high---this one I believe after a bumpy ride could at least double. Previous ideas--am pleased to see British land put on 15%. Tate fabulous relative performance/UK coal--great trading stock and although off the top AFR is still up over 30% since I first spotted it. You do not sell in this market--choose carefully and buy---who dares will win! Nobody said it was going to be easy--except Greenspan! Good hunting e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 ps--Subscribe to my alerts and portfolio management service--which is performance driven. |
| Investor Morse's TIP for Friday 18th January!! |
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All previous disclaimers apply Big picture--in the US companies are just declaring numbers for the last quarter of 2007 and in the financial sector the MANY new ceo's are taking advantage of a bad situation to I believe over allow for bad debts etc. In the next few days there will be a package announced to kick start the economy but the main factor in my opinion is a new government in the US at the end of this year. I expect the dollar to strenthen but commodities to fall with the possible exception of cotton and sugar---food inflation will continue apace if only because of increased distribution costs. Tracker funds---these have NOT tracked the FT indeces!! ETFs have---a no brainer. Worst culprits are AXA/Halifax and Legal and General. == In some cases they have in one year underperformed by up to 25%!! UK--on line shopping has boomed by 54% in the last year. India--Wipro the giant software company is complaining about the strength of the Rupee--my my --how the world is changing. Russia--the bear is growing stronger by the minute and this market is attractive. Property--commercial property shares down around 40/50%---bargains galore--British Land/Quintain Estates/Helical Bar and of course Land Securities. The UK market needs property then bank and later insurance shares to rise before the general market does and there are early signs of this. How to make money? Special situations abound--viz--Forth Ports==AFR=--niche players like Stanley Gibbons and Thorntons. For the super bearish there are turbo boosted etf puts--sorry to get technical!! Motto--never buy any share short term that you would not be happy to hold long term!! Thats it for now e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 11th January!! |
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All previous disclaimers apply With investment there is hard maths and sentiment and at this time sentiment is predominant--markets are fragile and volatility is high--4% movements in shares either way in a day are not unusual. There is no depression--yes there is a slow down but what else could one expect after 10 years of excess? There are many shares which are absolute bargains on a 1/2 year view and I will list these below. US--Amex has declared large delinquent credit card debts--Bank of America has bailed out the largest mortgage broker in the US--Merrill Lynch under a new leader has increased its SIV loss estimates. The trade deficit is at an all time high etc etc BUT a new president has a clear run; and this is why I look for good markets towards the second half of this year. Rumours--takeover for BA by Emirates/A and L actually rose in Fridays trade as did Tate and Lyle against the trend UK--m and s did not deliver numbers to highest expectation and fell 20% but Sainsbury and John Lewis/Waitrose delivered on value shopping. The price of almost ALL food is set to rise greatly for a number of factors--transport costs and rising standards in Asia. So what to buy --- US--Pfizer---5% yiels and low pe EU--Porsche--1200 versus 12 month high 1800 UK--British Land--bp9---target bp14 plus UK--CW--180---target 240 UK--Tate and Lyle--460---target 600 UK--Forth Ports--bp20 --bid battle--bp25 plus and investor can sleep at night with these! Thats about it for now--oh yes--I believe Allince and L--will get snapped up! e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 4th January!! |
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All previous disclaimers apply --Ideas and comments refined from information in public domain. Big picture---US election caucuses have begun--election in November. This--to state a truism will be a year of two halfs--the first will be tricky and the second should be a lot easier. Expect USD to be strong against all except Asian currencies--from I guess March onwards. The BP should weaken all year against most currencies as the Labour regime reduces interest rates at the cost of inflation to aid the sagging property market--in itself this will be good for UK equities and exporters and those companies with large US investments will do very well and could propel the Footsie north of 7000 by year end. Oil I expect to trade between 85--120 USD per barrel. Gold may go to nearer USD950 before falling to USD700ish. Cyprus--British Airways are to begin daily flights between Paphos and London in July. Will it be better to transmit funds in Euro form or to change locally---lets await hard facts. India--so it looks like the mega company of Tata will control Jaguar and Land Rover. It is to make a USD3k car!! More importantly it has in France perfected a car engine which works on compressed air--is this the future? Russia and Viet Nam--stay seriously long--if not in--be so!! UK--commercial property has already fallen by 155 and will in some cases extend this fall to 30%. British Land shares are down about 45% to 950ish--this is an absolutely OUTSTANDING blue chip buy. Chart wise next glass ceiling BP11.25 and could go to BP15 on say a Dubai takeover--gross yield 3.5% Model portfolio---see my effort from Dec.14---in the space of only 3 weeks or so--fpt up 15%/al. up 20%/ukc up 15%/afr up 12% and i believe is destined for bigger things but watch out for a rights issue--this oil search company has in fact already found oil!! Could this replicate Tullow oil--from bp1.1. to bp6.75? For the cautious how about boring old Glaxo? Good hunting--I am giving you the weapons! e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 ps--if you have not already suscribed--through this site please do so.== |
| Investor Morse's TIP for Friday 21st December!! |
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| Investor Morse's TIP for Friday 14th December!! |
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| Investor Morse's TIP for Friday 7th December!! |
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All previous disclaimers apply U.S.-is the Bush initiative on sub-prime assistance a band aid solution or a cure--the jury is out but it does show the administration is trying to restore some confidence--lets hope there is some follow through. Most emerging markets do not have these problems and is another reason why they have been outperforming--e.g. Turkey/Gulf and Africa. Russia--now we know for a fact that Putin has a massive vote of confidence one can look at this as an investment market with in many cases good values. Brazil, China and India confound the sceptics--but if the average US p/e is 15 or so with 2% growth is it so crazy for China and India to have p/e ratios of 30 plus with 9/10% growth in GDP? Gulf area--HSBC has just announced two new Saudi funds--35 major companies and also oil related shares. It is difficult normally to get a spread of stocks in that area and so there is definite appeal for the long term investor. So--who has been hit the most by the bad lending fiasco-- builders/property/financial services/banks etc and it is to these sectors the LONG term investors should look for value by taking half a normal position now---as with the USD which should strengthen with the run up to the US elections next november. Am undecided on gold and oil and mines are generally looking toppy. Ireland--am excited about Bank of Ireland--p/e 6 and yield of 6%--can be bought in the US in ADR form and in Germany in Euros as the Irish market can be difficult to access. Switzerland--Nestle continues it chart breakout-upwards UK--back to old favourites--SGI--p/e 13 versus earnings growth of circa 25%. Tate and Lyle--yield 4.6%. British Land--down around 40% from years high. CW--a great two year play with around 40% upward chance. Am a speculative buyer of Morgan Crucible--bp2 versus years high of bp3.5--fall grossly overdone. ETFs--long term--forests. Cyprus--BOC put on around 10% in the last few days--reason--emerging economy buying and also ahead of the Euro this coming Jan. A varied list list week! Tricky out there at the moment but easy to find long term value. Good hunting e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 30th November!! |
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All previous disclaimers appply Cyprus--so 01/01/2008 approaches. Make sure that all cheques are paid in the bank by dec.23, you have eurocheque books ordered and plenty of cyp pounds--til dec 31 handy and euros to cover til Jan 3/4 as many ATMs will NOT be functioning!! Also the year end and 2008 focuses on EU building standards--there simply are not enough trained inspectors to inspect/enforce edicts from the EU--especially re insulation and electricals--problem can be on any insurance claims in 3/5 years time--you have been warned. Subprime/SIVs--the shock has turned to boredom and this in itself is a positive for equities--how nice it was--for some--to sell something worth 70 for 100 and then to buy it back at 50 to sell it at 75!! Five years of earnings at banks from lending are now down the tubes and property will suffer badly. M and A--some pick up at the moment before the year end and i expect this to gather pace again in the new year. US equities are all square for the year so far in USD terms and the FT index fell 8.6% last month. As previously mentioned -i wish there was a Footsie 100 index stripped of mines and oils. New funds--at last there is at least one fund covering Africa/Gulf and new Europe--great UK--love cw/british land/tate and lyle/thorntons--the jury is out on banks and fund managers at the moment but the bold could get their toes wet. Currencies--am long yen versus bp and am an early bull of usd versus euro Property--Uk--M and G the giant fund managers are suspending sales in their property funds for 3 months--say no more!! The C/X word season is here---fill your stocking with a subsciption to my free share dealing/text alert and portfolio review service--also including tips!! Great present. Good hunting e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 23rd November!! |
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All previous disclaimers apply This and that-- Two of the largest financial concerns in the World have never had audited accounts agreed and published--the EU and the Vatican Bank. If some of the Gulf states ask for oil revenues to be paid in EU and not USD this will peversely HELP the dollar! Big picture--so what do you do with money--in the bank at 5%/property at 3/5% or place in shares yielding 5% or so with rising dividends--the last is the clear choice for medium/long term investors. The overheated world economy--fueled by war/oil and property is now gaining realism and good as usual will come from bad. That oil will go to usd115 or so is very possible but this also spurs efficiency and new technologies--eg. just compare the mpg. on a car today compared with say 20 years ago. Which currencies to buy? Yuan/rupee/rupeah etc--how the world is changing. As always it is a market of stocks and in the UK thorntons/cw/tate and lyle have held up well and hikma--jordanian--has out performed. What to buy?-IHG--intercontinental hotels and British Land/Quintain Estates. In the US i like the look of Amazon which is coming out with a book reader very much like the Ipod is to music count the dividends, keep in quality and ride out the storms, Good hunting e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 16th November!! |
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All previous disclaimers apply Sorry to have missed last weeks usual effort but i have been taking a short break and also seeing clients in various parts of the globe-the space was good as it has enabled me to take a more sanguine view of the volatile times and markets in which we find ourselves-- Commodities--platinum/silver and cotton seem to be the flavour of the day. Oil was always going to find it difficult to penetrate usd100--but--it may well do soon especially on any geopolitical worries--sorry to use that buzz word again! Yes, currencies are a commodity and the Euro strength is punishing exporters--but before the next US elections i look for a USD rally versus the euro extending to 15% or so. International markets---Spain has a great chart as do eurostock indeces---and in Germany Daimler is getting back to basics after the Chrysler folly. Porsche just goes on and on as does Maersk and Lindt. UK banks--reporting season is upon us very soon when disclosures re packaged mortgages will be made--at last---like presidents--directors hate losing power--they get more money when are pushed out rather than resign! UK--have been looking at years highs and good relative performance and the following show up on my radar--Dairy Crest/Enodis/Elementis/Cable and Wireless/Pinewood Studios. Am so pleased with the 25% gain in Afren in 4 weeks and would now add too Tate and Lyle--also--UK Coal. Hold onto RTZ and Scottish and Newcastle-re Barclays--will be seeing a fortune teller by the next full moon!! Thats it for now Stay close and please remember to subscribe for text alerts--which also comes with a free dealing service and portfolio reviews e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 26th October!! |
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All previous disclaimers apply Cyprus--Easy Jet is buying from BA -GB airways--apart from the Heathrow slots--GB operates out of Paphos. US--after Google/Amazon/Yahoo--Microsoft seems to have emerged from hibernation. Merrill Lynch--one of my former firms well and truly has a subprime crisis--the Chairman should resign. If California were a country it would be the seventh largest economy on the planet---pity falling housing prices has encouraged insurance claim arsonists. If you worry about the price of petrol/diesel for once feel sorry for the Americans--they are not cushioned by the strong Euro. Commodities---time to buy cotton ETFs?--a story that follows on wheat. Food--time to invest in spread of fish farms--yes, I am serious. UK--the future for property looks grim and I would not put more than say bp40k on deposit with any one financial institution. The new CGT rules make many insurance investment bonds redundant--oh well --the IFAs have had a good run. Equities--great to see some of my old faithfuls performing well--CW/AFREN/ARENA/HIKMA/IHG etc u.s.w. It is a traders market so keep close and nimble! e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 19th October!! |
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All previous disclaimers apply Past ideas--so some times are better than others--in the last 4/6 weeks--vof-up 30%/russian funds--up 15%/tate and lyle up 15%/scottish and Newcastle--up 24%/man ag--up 20%/afr up 8%/wheat up 70% this year! If you are not a client or subscriber you may wish to now apply--also free share dealing and portfolio reviews. U.S.--why have dollars on deposit when you can buy Google? So where is the big surprise with the latest quarterly figures when Citibank and Bank of America declare big write offs on SIVs? India--good to see 10% correction--lets hope for another 20% then enter. Caspian sea--surrounded by 5 countries and has oil and gas reserves greater than Nigeria and Saudi combined--am sure Putin will have a major say in this one! UK and UK property--60% of mortgage applications are being rejected/one million families are paying their motgages on plastic!! Mortgage applications down by 12% last month alone/retail sales up by over 2%--so how can they reduce interest rates? Forecast--expect violent markets for a while but as always it is a stock pickers market and falls will spotlight major chances and increase m and a activity. Hold tate and sctn and chose carefully, stay close e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 12th October!! |
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All previous disclaimers apply Pensions--many people have SIPPS(UK) or KEOGH/IRA(US). There seems to be a majority of people who invest--largely in funds and just leave them for 20/25 years hoping for a big result at their retirement--NONSENSE. Within the tax shelters/cocoons it is vital to have 6 monthly reviews and eg. switch to Asia/Russia/Emerging economies. In my opinion many of the so called meering economies HAVE emerged and one should now be looking at Africa--the forgotten continent, small south american states and of course the gulf area--in the latter case, they have learnt from the past and are investing wisely for when the oil reserves dwindle. Children--many parents and grandparents invest for their loved ones but most make a mistake--if the children are young does it not make sense to invest in the younger economies rather than the over ripe developed ones? Currencies--start to take profits on the Euro and start nibbling at the USD and indeed other currencies. It is more of a traders market than an investors market but on a rather spicey view i like in the UK--ARE/AFR/PSON/SCTN/ELM Please keep closely in touch--it needs a little bit of dedication! Good hunting-- e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 5th October!! |
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all previous disclaimers apply-- This and that-- internet advertising is finally getting a head of steam--google usd575---expect usd1000 within two years. Billiton the mining and natural resources company par excellence is--as hinted earlier -- throwing money at the oil prospects in the Falkland Ilses--yes,it will happen! past buy ideas--vof--up 30% in a week and russian funds up 10% in a week--specibe Mr Ptin--president and incumbent prime minister Emerging economy--Brasil--have located a major utilty stock yielding 9.5%--also in ADR form. US--amount of dollar millionaires increased by 14p.c. last year---wonder what the figure would be in Euros?! Japan is to split the post office there into 4 sections--one of which will be the largest bank in the world--with possible exception of Bank of China. Switzerland--UBS lost or wrote off a tiny 3milliard usd in sub primes and associated financial wizardry. Euroland--rumours Man ag--german motor engine producer may be gobbled up soon by VW(Porsche,in disguise). Good chart for Munich RE and in Spain for Telephonica. Thats about it for today good hunting e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 ps--BUY Tate and Lyle!!--is that subtle enough for you? |
| Investor Morse's TIP for Friday 28th September!! |
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All previous disclaimers apply Big picture---dollar weakness continues unabated--oil usd83 and heading higher and gold usd740. At some stage it will be time to get more than ones toes wet in the usd. EU exporters to dollar area having a hard time. Capitalism gone crazy? Northern Rock--a mortgage company in the UK--although having Government aid and a run on funds was considering paying shareholders a dividend and for legal reasons has just paid dividends to prefernce shareholders. Amazing thing is that it is still granting 125% mortgages and/or lending based on six times salaries at a time when home prices are falling!!--perhaps i should go and see them and borrow!! On the subject of property the buy to let market in the UK is now moribund.--ouch! What to buy---Burberry/prudential/scottish and newcastle---all solid companies. For SAS/GSG9/Legionaires---BUY--Tate nad Lyle--the shares fell bp2 this week to bp4--got the USD and commodity prices wrong and made a clumsy statement. The directors are seeing institutions this coming week to explain. I believe their days of independence are now limited and that there will be one or more takeover approaches around bp6 or bp7---plenty of daylight there---p/e10--gross yield 5--what more do you want!!--also ADRs. Christmas--subscribe for my e letter/free share dealing etc--go to tips ---great for all aspiring and serios capitalists. Good hunting e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 21st September!! |
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All previous disclaimers apply-- Big picture--the orgy of easy finance has left a hangover--but it will slowly go--interest rates will rise after recent reductions--so the politicians can take them down before UK and US elections. US--this story--true--sums it up. A banker goes to a major bank with USD1.2mm and wanted to borrow USD800---he left without getting finance. So it is the rationing of lending which will be with us for 2/3 years. New highs---asia pacific---stay long Commodities--top slice wheat--up 70% in 6 months and time to get toes wet again in uranium- Russia---glasnost is upon us--BUY BUY--have some specifics there Viet Nam---per Russia Norway--wish i could find something cheap there--fish farms? UK---the property party is OVER repeat OVER--we are going to hear some very sad stories--the oil has run out and what does the UK make?? It is however a great trading market and i have a few shares--many old favourites which are just great medium term and perhaps short term---pson/cw./ukc/fpt/sctn--glaxo is a good boring buy and wonderful for option writing. Buy barclays for the coming takeover!! Isys is a lovely high beta trading stock--310 and 330 critical. Its about time the ace up the sleeve--Falklnd Ilses declared the size of oil finds---MASSIVE and viable--schhh---schhh! I must caution against blanket buying---chose purchases delicately. sorry to be late this week--have been in the richest county in Spain--Calvia, Mallorca--Banca March here is one of the best ratio banks in the world!! Cyprus--dare not say what will happen to the property market--especialy at the mid range--cyp200-350k. Oh well--suppose oil/gas will come to the cavalry charge---shades of UK? good hunting---here me on the wireless--free share dealing and money making---yes even and especially in these markets e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 14th September!! |
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All previous disclaimers apply Commodities--well told you so--wheat, oil and gold--ariba!!Chinese screming over price of gold, Italians protesting over price of pasta etc. The rush for green ethanol has made farmers ditch wheat and grow sunflowers--bad weather in Europe, US and Australia have not helped. US--the mighty Goldman Sachs lost 22% for some of their clients last month. GMAC was able to borrow usd21bn. Gulf--expats were shocked to discover Forsyth are getting out of business--these fund managers let costs in Dubai get out of control China--now --apart from all else-is a larger gold producer than SA!! Safe haven from stupid lending and financial cosmetics--Russia, Norway and the Gulf--all great stockmarkets Stock indeces meen nothing in these times--pick stocks very carefully UK--Barclays--well you've read it all --or have you? Now Northern Rock--but at least good old John Lewis has produced profits up 64%--value wins Thorntons produced blow away figures Tullow joins footsie 100 CW receives buy up to 220 recommendation Pearson is to sell Les Echos and the FT Deutschland UK gdp may fall next 12 months from 2.5 to 1.5 gain. What is in my model portfolio at the moment? VOF,PSON,CW,STAN,SCTN Stay close and good hunting. e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 PS--arithmatic will takeover from sentiment--does it not--always?! |
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All previous disclaimers apply Big picture--two major factors in borrowing money are the price-i.e. interest rate and the AVAILABILITY. The three month rollover is approaching and this will tell us much. US--Citibank to to cease geranting new mortgages Harley-Davidson sales are down--an easy guide to the confidence in the US economy Germany--looking forward to buying MAN on any further big fall Finland--did you know that Nokia has a cash mountain of USD11bn.? Sweden--one of its richesr citizens<how did he do it, with all those taxes?>--Mr. Eliascy is to buy 400,000 acres of Amazon forest Macao--following the opening of the Venetian casino there, this island off China has more casino take than Las Vegas! British colony--300 miles from Samoa-Tokela--population 1500--is going into the internet domain name game--dot.tk ART--Sotheby,s and Christies are to guarantee to vendors --in many cases--a minimum figure--BUBBLE? Safe haven in troubled times---Russia--no finance problems and Gulf staes--Sharia Islamic law because of its restrictions does not allow mortgage abuse! UK/GB/British Ilses---raving BUY----SCTN---why? capitalised at bp6bn--holding in Russian Baltika brewry is worth bp4bn--chairman has stated he would not agree to any takeover under bn10--BUY and wait!! Glad to see Hikma/Arena/Firth ports and UKC delivering the goods! Get ready to buy Helical Bar on any further fall. Good hunting e--investormorse@yahoo.com t.00 357 99933627 ps--BUY SCTN!!! |
| Investor Morse's TIP for Friday 7th September!! |
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All previous disclaimers apply |
| Investor Morse's TIP for Friday 31st August!! |
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All previous disclaimers apply-- ok--lets get on with the intrigue--with the full moon approaching!! Around 3 months ago HSBC withdrew staff and ran down there US mortgage loan business--these are usually, packaged, into so called collateral loans and sold to funds and private investors who feel safe with a spread of risks--but as any gambler knows ten zeros make one big zero. Barclays bank makes a bid for ABN--which is cash rich and controls vast funds---and in the past few days the 33 year old wunderkind--who was part of their moetgage collateral business cannot be found and to use City parlance, has been released. Hypo Immobilien-the largest German domestic property company, quickly announced a so called takeover for Depha mortgage bank, also in Germany, a few days before the noises of mortgage defaults eminated from the States. KKR go public, also a few weeks ago before the borrowings debacle.---the Chinese having lent them billions and taken a so called sleeping share stake, on which in around a month is losing them usd250 million. Sachsen bank in Leipzig, Germany has been rescued in the last few days. Today the Kuwait airline has cancelled a USD3 billion Airbus plane order. QUESTION--is there a common thread--I believe so---watch this space!! I look for volatilty for the next few weeks as the bonfire of vanities unfold and how strange that GECKO --of the film Wall Street--is to be brought up to date and remade!! If you add to this the price of wheat climbing like crazy with the possibility of ensuing social unrest in China--bit like the price of fuel doubling in Bangladesh, you have a goulash of poison. On a constructive note the holy season--for some of us-- approaches and what better present than to buy for loved ones a years subscription to my weekly newsletter--by going to my website and using Paypal--also you can listen to me GLOBALLY via my website every wednesday at GMT 0710 AND GMT 0810 sundays---i have regular listeners from Bejing, Jakarta and Moscow. What to buy?--wheat cft/gold/Russian etf/ and uk market--Arena--on a speculative view. Good hunting e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 ps. Isn't it strange how Kazakstan is doing the Moscow BP dance?!! |
| Investor Morse's TIP for Friday 24th August!! |
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All previous disclaimers apply-- So the repos of houses in the US have doubled--mostly in California and Florida. It appears many there have not heard of interest rate caps and in Cyprus the danger of unhedged swiss franc mortgages has yet to be felt---see the 200 day sf/eu moving average--scary. Pensions--when will the Brits start eu and usd pensions--preferably 50/50 Property---strongish pound and property auctions in the USA--time to buy that Boca Raton condo? ETF/ETC--anybody who does not know what these are contact me--great markets for these new products--at a time when individual stocks are so volatile. Germany--have my eye on the Allianz chart--- USA--Amgen --what a ghastly sightthis chart is! UK--time to buy Barclays/BP and Whitbread UK trading stocks--Arena--Helical --Qinitec--if you get left with them they are ok--Boyles law-or something like that--never buy anything short term that does not stack up long term!! Tax planning--where it applies!--sell big gainers and offset losses now A testing market but the show will go on--especially late september/October Good hunting e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 17th August!! |
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All previous disclaimers apply OK--so we all know about the excesses of hedge funds and of course the mortgage debacle of sub prime loans will restrict money supply for mega takeovers--but medium and lower range m and a will continue---especially those of a cross border nature. The froth had to be blown off the markets--and this is healthy--the Asian, emerging markets and Russian stories will continue. This is no internet bubble--and companies will come out soon with their 3rd quaterly figures around week 3 of september when markets will be looking for the reduction of interest rates. I fear more for property than I do for equities. This is a time for making sure portfolios are invested in solid companies an to count the dividends--increasing by at least 10pc pa--until earnings overcome the mood swings. I will not come out with specifics this time because we are in fast market--perhaps time to buy ETFs in various indeces? Stay close and relax e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 10th August!! |
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All previous disclaimers apply-- So now we are bungee jumping--if that is how you spell it! I am an unrepentant bull--buying on falls but not selling on rallies--do not want to be out of this market--- the following stocks are now at stupidly low prices and so are on my buy NOW list--all are 15% too cheap short/medium term and in most cases my long term targets are at least 30% higher--will five symbols only--bell me for more details-- cw./fpt/ihg/pmo/qq./vof/wtb--all on LSE so pleased to see my buy ideas of rsa and standard life do so well so quickly--also good to see standard chartered deliver fantastic results the m and a band wagon will roll on and most companies globally are exceeding earnings forecasts-- best to bell me--traders AND investors markets good hunting e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 ps--UKC--behaving suspiciously well as is hlcl |
| Investor Morse's TIP for Friday 3rd August!! |
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All previous disclaimers apply-- Deja vu---himalayas=== US--general motors produced a profit!! the confidence index is at the highest point since 9/11 the contrarians were right and all the put option guys took a bath p/e ratios make stocks the cheapest in 16 years== Currencies--BP peaked?Is this the renaissance of the USD? Commodities--cotton and wheat give a clue to the growing world economy gold actually fell in terms of USD during the recent turmoil! Germany--good to see the so called German hedge fund operators catch a cold--or pneumonia Ireland--produces 40% of the EU zinc--bet you did not know that! UK/GB--- Glaxo rose 10%--told you so ICI---Akzo came back for more but will they raise bid again north of bp7--put up or shut up Lloyds bank has divested itself of Abbey Life Friends Provident still in play those who believe the M and A activity is over are very wrong---i know so!? Expect another takeover soon in the insurance sector--is it Standard life or RSA? its all happening--fast markets and so ALL specific ideas are by phone only good hunting favours the brave---especially by this full moon e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 PS--only use a money manager with grey hair--i've got lots |
| Recent Market Turbulance |
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All previous disclaimers apply-- So what was the series of events that caused it? Google produced mildly disappointing figures mortgage defaults in US around 14% KKR decided to go public Political uncertainty in Japan Floods in the UK cause bp12bn damage and harm economy Bear sterns in US hedge fund fiasco and knock on effects-- result---banks tighten credit/flight to quality and pulled IPOs and MBOs and less funds for Adventure capital! Positives-- The story of India/China and Russia continue Prospect of higher interest rates diminish Loose money taken out of markets A greater sense of realism Companies earnings are consistantly beating forcasts Some shares grossly oversold to bargain levels Property globally too high, depoit rates low and equities are still the only game in town--do not forget rising dividends! I agree--and I hate agreeing with anybody--with Barclays opinion that the UK market will end the year at least 10% higher than current levels e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 27th July!! |
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All previous disclaimers apply Big picture-- Mildly disappointing results from Google--shares fell 10%--will look at charts and advise when to go long again--usd475? Also boring Microsoft earnings up 7%--this has become a virtual utility stock! Interest rates on the way up and this is no good for property or stockmarkets BUT stockmarkets look ahead and so are now wondering at what level interest rates will peak. I was frankly amazed by the UK market today--wednesday and ex- dividend day--that we did not open with a fifty point fall or more but at the time of writing we are 25 points up.Gold looks as though it may penetrate usd800 and oil after a little profit taking may well burst through usd80. On this theme BP produced better than expected numbers. Most stocks globally are priced for perfection and it is a little difficult to find, must haves, but i believe Viet Nam and Russia present good madium term value Amongst uk stocks--stay with Friends Providenr/FCAM-- for the cautious long term investors, one can do little better than my troika of Glaxo/Pearson and the Prudential. For SAS type speculators-CMM is intriguing me--and i am not easily intrigued! We are still in a global bull market --so ride out the storms and stay long Good hunting e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 20th July!! |
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All previous disclaimers apply This and that--over 40% of shares on the UK market are held by overseas investors--some may be sellers when they believe BP has topped Currencies-- BP---believe this is about it--rise to rapid USD--am a speculatuve buyer Yen--this could be time to start modest accumulations Kiwi/OZ and Canadian dollar--time to take profits BRIC--am taking profits on China/India and Brasil--time to beef up Russian investments UK shares--here are some solid medium/long term BUYS=== Glaxo--bp13--target 15 plus Prudential bp7--target bp9 ish am still bullish BP til BP6.75 re old ideas--am again re entering Thorntons and Enodis Too hot here in Cyprus and slightly bored like the markets! Good hunting--and don't forget you can tune into my radio shows every Sunday and Wednesday via your computer @ www.rockfm985.com Need an idea for a money making present? Subscribe for my ideas direct ALSO with free portfolio reviews and free dealing service-- e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 13th July!! |
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All previous disclaimers apply-- This and that-- Cyprus and Malta have agreed entry rates versus Euro for Jan 2008. Did you know it takes 1000 gallons of water to produce ONE tonne of Wheat/corn? As global prosperity increases so does the amount of carnivors/people who eat meat---that and Ethanol explain the increase in the price of meat---this will continue---imagine every Chinese eating a Mcdonalds!! Oil continues to rise and probably may reach usd90 soon-- Property---almost all Uk citizens--especially those up to the age of 35 believe property rises forever--it does not and will not. Usually it goes in 15 year cycles--and we are are there now--viz Spain. US etc. It comes as no surprise to me that in the UK New Star--amongst others is INCREASING the exit/selling fees for property funds---do you need a better signal--also see your optician today and then you can read the small print!! Rumours abound for takeovers for Whitbread and SSL. I like in the UK ELM--some large and strange price movements. Virtually all markets are for stockpickers--so be carefull. Good hunting e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 ps--time to start buying the USD--new president coming |
| Investor Morse's TIP for Friday 6th July!! |
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All previous disclaimers apply markets generally are occupied by higher interest rates and are pausing for breath--the bull markets are intact I am pleased to announce that i am starting a new service for Sipps--this is the tax saving vehicle for investment for UK tax payers--and i am concentrating on those who are non-resident of the UK. Although this is self directed i have found that many with considerable funds do NOT get the most out of their Sipps and are far too passive! Please contact me for free reviews of the investments--minimum bp50k. OK--lets make some money! Two special situations this week-- HIK--london market. This is a Jordanian drug development company--p/e20 versus Eps growth of circa 40%. It has around 100 new produccts under development and has a large Gulf investment following Expn--also london---this is basically a credit card bill processor with a p/e of only 10! It has just bought the major processor in Brasil and so is an excellent play in this now fast growing economy and in the event of a takeover is probably worth bp9 versus the current bp6.30 Special situation--Premier oil--also london--price bp11.70--target bp15--why?rejected a dubai bid of circa bp13.50 when oil was usd55 per barrel/has a massive Indian oil find AND oil is now north of usd70 per barrel!! Just back from the floods in the UK and so more next week. Good hunting e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 22nd June!! |
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All previous disclaimers apply-- This and that== a--rumour is that only 20% of US congressmen and ladies have US passports!explains a few things. b--eu minimum wage is 1600 in Luxembourg/750 in Cyprus and 95 in Bulgaria---is this telling us where to buy property??!! c--The first solar powered --non military-mobile is on sale--what took so long? d--if all factors are taken into consideration is takes 500 gallons of water to make a mug-normal size--of tea!!--buy water??--ok--so now lets make some money-- a--like the changes at Yahoo--buy--not for widows or orphans b-i believe the election of a new president will cause a large rise in the USD--irrespective of the huge budget deficit c--so Tesco has found failure--at last in market dominance--sell d-glad all my followers have made good money in ICI--this follows my recent victory in Reuters--more to come e--am buying Enodis--yes again/Elementis/Premier Oil-this follows my tip in Tullow!! f-do not believe china stocks will have any prolonged fall--why?--they are now starting ti list HK stocks on the Shanghai market-to increase the supply os shares to the billions of new capitalist peasants--they cannot bet on horses!! g-just love the Emirates markets and believe i have found a good stock there If you are not a client or subscriber to this--please become so NOW--my best ideas go to those who look after my pension fund---have you reviewed your will lately?? good hunting the prophet of profits e--investormorse@yahoo.com tel--00 357 99933627 ps--in UK june 29 til july 5---and again end of july and in Syria in 2/3 week time |
| Investor Morse's TIP for Friday 15th June!! |
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All previous disclaimers apply-- Odds and ends! California which is suffering from power outages and water rationing has a new problem--a strange sci fi virus has killed most of the bees---a vast crisis-they are importing bees from Australia--if CA were a country it would rank as the sixth largest economy in the World. China apart from making vast in roads in Africa and South America is also getting very close to Venezuela and Iran---trouble will ensue from this In 2020 the population of Africa will be 1.5 billion!--the Aids problem will hinder the spread of wealth. In 2013 GB will run out of north sea oil! But there is natural gas. Bear in mind only 12pc. of energy in UK is nuclear versus 72% in France---perhaps all the oil in the Falklands will again rescue UK-- Buy ideas---Barclays/ICI/RSA and in Deutschland--Hypo Real---expect M and A activity in Devro and Premier oil and stay long standard Charetered and Interconti--and but up to 235 CW--two year target--or sooner 300 -there is also a good dividend. Good hunting e--investormorse@yahoo.com tel: 00 357 99933627 |
| Investor Morse's TIP for Friday 8th June!! |
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All previous disclaimers apply China--this is as always hooging the news--and it will for the next eons! The domestic market is basically the Shanghai exchange--restricted largely to Chinese residents who have no idea of investment fundamentals. The serious market for non residents is in Hong Kong--Hand Seng index---a fall in the former of 50% in total is justified and an allied fall in the latter of 15% or so one can live with---BUYING chance--how? ETF Brasil--interest rates high and falling, p/e ratios around 10 with EPS growth of 30%---this is a solid long term recovery situation-- G8 meeting--Russia has the swagger of richesse and the politicians of the developed world talk green BUT do nothing because going green will lower GDP and lose votes--the failure yet again of democracy! EU--both Malta gc and Cyprus will have the EU in January 2008---having visited both in the last weeks both need to devalue--tourism and property becoming too expensive--if one sells the respective local currencies the BP is a case of out of the frying pan and into the raging coals--a split between USD and EU is the thinking mans solution--pity the Rouble or Chinese currencies are not a practical proposition. US--this market is fatigued and could well drop and short term pull other markets with it--it could be short and sharp--followed by a rapid buying bout. M and A--i believe we are in a new industrial revolution lasting 5/10 years of global/local mergers and takeovers--if you will it a financial revolution leading to globalisation--local mergers/continent mergers etc as money seeks ever decreasing returns--the new dawn for Africa and most Islamic states--and also South America--precisely the lands which the US and the UK have ignored to the benefit of China and India. IF you wish to buy into Brasil/Russia/india and China--buy BRIC ETFs UK--it is a situations market--so advice and timing best given by phone Thanks for sharing my thoughts Good hunting e--investormorse@yahoo.com tel. 00357 99 933 627 |
| Investor Morse's TIP for Friday 1st June!! |
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All previous disclaimers apply So May has passed and we are beginning to wake up and believe the warm weather will last for a few months---well, so will the markets follow--awash with oil money--the M and A activity will continue on a global basis like we have never witnessed before--nothing is sacred and all companies are vulnerable!--BP and Glaxo? re Abn--i believe Barclays will lose and be gobbled up. I just love the german market--which also has a high beta factor--even the mighty Deutsche Bank is buying its own HQ---HSBC is selling theirs--but of course property is cheaper in Germany than in the UK. Channel Tunnel--ETL--lse--better go to Vegas! Am a buyer of Pearson Group and on a more speculative basis British Energy I am always intrigued by strange price movements and on that basis am a buyer of ICI--yes, I know the old rumours AND isn't it strange that Standard Chartered Bank should be asking some of their key staff to move to Dubai??!! Thats it for this week--if China falls-buy!! Good hunting e--investormorse@yahoo.com t. 00357 99933627 ps--prefer eu and usd mix to BP |
| Investor Morse's TIP for Friday 25th May!! |
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All previous disclaimers apply The May malaise endures with Wall St. looking tired--possible fall in China--makes world markets fall seem likely--but too obvious for the cynic in me! On the subject of China the venture capital tie up with Blackstone is as clever as it comes-- UK--the head of British Land has said he thinks the market for commercial properties in the UK is fully valued--who am i to disagree. Smith and Williamson, the old school accountants and fund managers are going for a UK quote--one to watch.British Gas is probably to sell Gaza/Palestinian natural gas to Israel---so capitalism crosses all divides! Canada---expect the C$ to achieve near parity with the USD by this year end--interest rates differential Australia--going to get its first quoted Solicitors--i hear of a similar flotation in the UK-- Marks and Spencer produced excellent results---story now known like Sainsbury---time to lighten holdings---as with Thornton and Stanley Gibbons, both of which have doubled since my buy opinion a year or so ago. Standard and Chartered and Interconti Hotels are both subject to unusual trading patterns and takeovers for both look odds on- If Murdoch withdraws from Dow takeover expect Pearson to come to be in the limelight-- Property---buy a two bedroom apartment near Frankfurt for EU250k or so--a snip--20% of people in F_D are foreigners in the financial sector-- Thats it for now and good hunting- e-investormorse@yahoo.com tel--00 357 99933627 |
| Investor Morse's TIP for Friday 18th May!! |
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All previous disclaimers apply Big picture---China will allow with immediate effect Chinese companies to invest abroad--look out==RTZ and Standard Chartered?? UK blue chip model portfolio===barclays/cw/ici/pearson/rsa/standard chartered/tate and lyle Asset plays--Firth ports and UK coal Specs--for SAS type investors only---he or she who dares might win!--cmm/laura ashley/photome int/VOf USD -boring but solid value--microsoft and citigroup-- will be looking for a more cautious approch from September but am encouraged by Europe--the place to be and am pleased the french/german axis has now moved onto a capitalist basis--prost et sante Good hunting e--investormorse@yahoo.com tel- 00357 99 933 627 |
| Investor Morse's TIP for Friday 11th May!! |
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All previous disclsimers apply China is heading for a short sharp fall followed by an equally rapid claw back Euroland--including GB is the place to be---Wall Street is cause for some concern. Interest rates generally have further to rise but then we will see a fall early next year and this will further fuel equities--fixed interest you can forget--best to have a money market fund or call deposit. Russia could cause problems with the election coming but i suspect Putin will still be the conductor behind the curtains. Three must have stocks--RSA/CW and Tate and Lyle--reasons i will give on application by E or phone---also continue to be long BP and Pearson--and of course VOF. I am in Malta until tuesday, Good hunting e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 4th May!! |
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All previous disclaimers apply Property--so we have seen a sell off in parts of the US and crash starting in Spain--interest rates are upticking and banks are tightening--so?? I expect this fall to globalise to some extent--and about time too--in the UK the buy to let market is cruising for a bruising--especially this late winter in the mid range--bp200 to bp350k--you have been warned!! Emerging markets--China and Russia HAVE emerged and to a lesser extent Brasil is still on its way--Africa and the Gulf area are next and to a lesser extent Africa--go the ETF way.Turkey could get nasty---we shall see. Oil and gold also suffering from, sell in may and go away, but they will be back ALSO extreme Euroland merger activity. What stocks to buy now?? Tate and Lyle/Laura Ashley/ICI/CW--yes again--double weighting!/--and what is the finest investment to be made--apart from antique cigars--numbered limited edition and historic postage stamps--supply always reducing--subscribe for my commentary and free porfolio reviews--a good present for any aspiring capitalist and those who think they know it all--they don't! Stay close and good hunting e-- investormorse@yahoo.com t.00 357 99933627 ps--several trips arranged for UK and Malta G.C.-let me know if you need a one on one. |
| UPDATE... |
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All previous disclaimers apply From mid june this year it will not be permitted for UK people to carry more than BP6800 in cash when going abroad--not sure where that leaves travellers cheques and this in my view is against the spirit of the EU constitution--free movement of people/goods and money---wish i could fund legalities in the EU court on this one!! |
| Investor Morse's TIP for Friday 27th April |
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All previous disclaimers apply So corruption in Valencia has killed the property market there--as with Mercedes a good second hand market boosts new sales--also that most basic rule of economics applies --supply and demand--this could get so nasty that i may go there this fall nad buy a villa with a capped Euro interest only mortgage! TAX--tes--the wges of hard work and sin--for those who file a UK return and have not declared interest earned in exotic places the penalties are awesome--you now have until June 22 THIS YEAR to put your house in order. So its that time of year again--sell in May and come back on St. Leger day--markets are generally high and many mooted takeovers have not matured quite as rapidly as punters==oops sorry--investment bankers thought==do not fret--the are definitely coming!! Have just published for the chosen few a model 10 share portfolio---contact me for this! I am now attracting apart from real players a lot of free loaders and so my best ideas are now reserved for clients/subscibers and friends---??how many friends can one person have??--can i afford them!! Stay tuned--good hunting The profit of prophets-- www.investormorse.com e--investormorse@yahoo.com Tel--00357 99933627---AFTER gmt plus 2 please! |
| Investor Morse's TIP for Friday 20th April |
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All previous disclaimers apply Currencies and UK---the latest inflation and linked figures were bad but it must be noted that fuel prices have caused some distortion and the general effect will not be too great as many are now hedged. What concerns me is the UK buy to let market which i expect to go through hard times later this year---those with capped borrowings really have no problem-- IPOs--or what they used to call--new issues. Interactive brokers are going via tender on line and in the UK Hargreaves Lansdowne are also going on the market. In the same vein SAGA/AA and TOTE are most likely to go public this year so join or do business with these three to get--hopefully--preferential discounted offer forms in due course. Big caps.--BP with a near 4% yield is a must have and is still one BP too cheap. Great to see drug/Pharma stocks at last recovering if only through default. Takeover candidates--in no particular order--UK coal/ICI/Barclays/Rentokil/FCAM etc/usw.-- and so it goes on--for timing please contact me direct--preferably by Email. In the next weeks i will be deleting from my data base all those who are not friends/clients or agents--so if you value this service direct please subscribe on the site via Paypal i recommend a dealing/investment client and deal free for 3 months!! In hast--the prophet of profits e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 Good hunting!! |
| Investor Morse's TIP for Friday 13th April |
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All previous disclaimers apply So this is what we call a crab market---sideways wondering whether to go north or south--or perhaps both! The recovery from February fall was a little bit too fast for my taste--the Easter malaise--perhaps we may go down a bit but the firm trend is upwards--mergers and wall of money are the catalysts. Russia is my favourite long term situation--Germany is my short term liebling and the good old UK for M and A activity---the biggest cheque book wins---especially where old companies have old assets--ie mostly property--now for individual stock comment-- Barclays I believe will attract a takeover bid week 3 or 4 of this month ICI--as above!! Dow--U.S.--so much smoke there must be a fire somewhere smoldering--the stock on any rational basis is worth usd60 versus current 45 or so Savills and halfords are attracting my interest and this year i look for takeovers of CW and RSA and even BP is noy immune--after all they really cannot put up a believable defence! mmmm bp7.50? For asia cannot do better than VOF and i love the ETF BRIC--brasil/russia/india nad china--what a cocktail! These markets remind me of cricket--realxing followed by fast excitement-- Good hunting e--investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Tips of the week - UPDATE |
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All previous disclaimers apply-- |
| Investor Morse's TIP for Friday 30th March! |
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All previous disclaimers apply Markets generally becalmed---as always it is a market of stocks and selection and timing are of the essence--on the basis the meat is more vital than the bread on either side---- Buy ideas in no particular order--refer to me direct for timing and also SELL timing-- Rentokil---158---target 200 UK coal--507---target--650 plus BP--545---target--700 FCAM--187---target--220 ish VOF--usd3.50--target--usd 5.00-minimum ICI--505--target--600--bid battle and perhaps--Barclays--refer for timing-- Well done Porsche--those clever guys in Stuttgart b.w. they will get VW having made a bid at UNDER the ruling stockmarket price!! Now thats style--also love the shares target EU1450! All for now and if you are not a client and do not subscribe for this weekly effort that makes money please do so---i am not a registered charity--just go to tip link and use pay pal--- Good hunting e-- investormorse@yahoo.com tel--(Cyprus) 00 357 99933627 or (UK) 0044 7810 105877 |
| Investor Morse's TIP for Friday 23rd March! |
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All previous disclaimers apply and those on website-- Firstly apologies--triband let me down a little in the US last week--so much for technology-- Russia/India/China--these markets now looking a little more realistic as are those of more emerging economies--mostly best actioned via ETFs--on the same note great to see VOF in London perform so well so quickly--still a long term buy-- UK--much to relate-- a--consider joining the AA--it might go public this year as Tote--you may get preferential applications b--holders of Prudential policies may get winfall payouts re unclaimed reserves c--so pleased to get so many e mails thanking me for the sucessful uk heating claims allowances for pensioners--even those living abroad in the sun!!--and in some caese back dated several years!! Merger activity and rumours thereof abound and in the frame one way or another are---Boots/Imperial/Barclays --rumours---Whitbread/Premier Oil etc etc--i think it possible that barclays the preditor may well turn out to be a target--- Budget is looming--possible tax on Cider and it looks like IHT threshold will have to be increased if only to rescue vores in coming election!! much more to come--- do not forget that you can tune in to my radio show in Cyprus via your computer each wednesday at GMT 0710 and Saturdays at 0835--commentary and distilation of press and web reports. Good hunting! |
| TIPS UPDATE... |
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All previous disclaimers apply OK lets get real--perhaps it was the eclipse, full moon combined with the year of the pig--an awesome combination! Forget Wall Street--it is at fair value. Critical points are DJ12000, FT6000 and major trend line for Eurostocks is intact.-- Gold must be a five star buy---ETF/ETC. In EU--the following stand out--ABN and Nestle-- In UK--RSA/BP, Billiton---and Tullow oil ASIA---buy VOF--USD quoted in London---12 month low around USD 2.40 and 12 month high USD 7.50--- Best tip of all is to e forward this to investor friends and advise them to subscribe---easy via paypal! www.investormorse.com ps--sell banks--worried about mortgage and credit card defaults |
| Investor Morse's TIP for Friday 9th March! |
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All previous disclaimers apply At times like this one must refer to the big picture--sentiment and arithmatic are in unison---as I have mentioned in the past the endless rise in Wall Street was just plain stupid--the rise in asian markets was overdone and now they are having western problems of inflation and will will have raise interest rates thereby curbing domestic demand at a time when exports to the US are threatened viz recent semi-durable figures. As though all this were not enough we are witnessing the unscrambling of Japanese carry trades which will strenghthen the yen and thus make exports from Japan more difficult. The Nikkei could fall another 10% or so as could China where I am a buyer of China Mobile adrs at around USD 37 versus a years high of 53 and a current 43 or so. To catch Japan on the way up do this by buying ETFs. UK--the unscrambling of Japanese positions will of course weaken the BP which in turn is good for exports Euro---this remains supreme and am a buyer of gold following the recent sell off caused by investors raising funds to cover stock losses. Future--yes it may be rocky for a while but i believe we will see much higher prices by our year end--China and India will still grow and of course one must not forget Boris-- There are many stocks to buy at the moment and liase with me on a case by case basis-- e--investormorse@yahoo.com |
| Investor Morse's TIP for Friday 2nd March! |
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All previous disclaimers apply Euro--will continue firm for both political and currency diversification reasons China--good to see a big sell off--more to come and then an excellent buying chance US--also good to see this market weaken--the recent rises are just plain stupid Japan--so we borrow yen--sell it gainst other currencies and invest for a higher return--WATCH OUT--there will be a massive bear squeeze sooner rather than later Hedge funds/(ad)venture capital--possible bids mooted for ABN, DOW and Cadbury Banks--do well at a time of falling interest rates--well they are not also rising delinquent credit card and mortgage situations--HALF bank holdings! Cyprus--IF and probably when BOC pushes through cyp12.10 buy for a quick 50c. rise-- UK--although i love Enodis and Thorntons--half holdings--stay long Stanley Gibbons and especially UK coal and Forth ports-- Middle east--time to enter Hikma again Africa--have a great Africa fund--the final emerging growth area---after middle East. Bombed out blue chips--BUY--BP/Tate and Lyle/Cadbury and Reuters---all of these must get their acts together or get eaten--also some have ADRs thus avoiding stamp duty in the UK-- Stay close-and good hunting e--investormorse@yahoo.com |
| Investor Morse's TIP for Friday 23rd February! |
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All previous disclaimers apply Long/stay long--gold/oil/euro--Iran problem is going to run and run--BUT--elections not far off in UK and US--so troop withdrawls will happen in Iraq--politicians like to stay in power--pension funds and ego! Markets generally looking a little toppy but there are always special situations so this week i have been looking at directors personal share dealings and major equity stakes changing hands--do not forget if somebody sells by definition somebody buys-- Massive buying of BP by 5 directors--love this recovery story--also buying of Tesco but this is a bit too obvious for this man. So now to major share stakes changing hands---and I am a BUYER of ALL these--- Deutsche land--quoted uk market Panmure gordon---morgan crucible--fc asset management- am trying to find a good way to invest in a spread of middle east shares--cannot find a good ETF for this one--they finally learnt from the squandering of funds from the last oil crisis eg Dubai and gulf states-- Thats it for now--for those who receive and like my thoughts i have now installed paypal or you may register and pay for text alerts/free portfolio reviews etc--if you already an investment client i will let you off! have a good one--- e--investormorse@yahoo.com |
| Investor Morse's TIP for Friday 16th February! |
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All previous disclaimers apply |
| Investor Morse's TIP for Friday 9th February! |
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All previous discalimers apply US--wall street has an average p/e of 16--not too bad but NOT a raging buy--prefer NASDAQ--if you must Japan--just cannot get a handle on that one--don't really believe the figures Prefer long term Russia to India/china at current levels Cyprus--as previously mentioned am a selective buyer of small/medium caps--please note charts only work here on BANKS!!--volume. UK--well, well--CW--told you so--watch this space! Tate and Lyle--BUY--BUY--BUY-directors buying again==problem was Indian ersatz copies of their artificial sweetener (similar but not the same--bit like China copies of Pfizers Viagra)--also the American consumer found it to be too sweet and it tasted just like sugar--so much for a Superpower mentality!! Oil/gold--the 1 to 11 ratio is intact--oil could go to usd75 and thus gold over usd825- Euro--some cannot see why it should be so high vis a vis USD--simple--China is diversifying its currency reserves and to a lesser extent so is Russia but most of all the Islamic bloc are voting with their wallets--i expect an Islamic currency bloc within 10 years--oil and gold backed--you read it here first! Continue to hold Enodis and accumulate EMG-- Thats all for now--you can reach me on an invention called the telephone- Happy Valentines day--Feb 14!!(no wonder gold is going up in price!) e--investormorse@yahoo.com PS--don't forget you can here me globally every wednesday at GMT circa 0710 via your computer--as does mr wong on Shanghai and my dear friend Vlad in Mokba |
| Investor Morse's TIP for Friday 2nd February! |
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All previous disclaimers apply Big picture--interest rates trending up thus markets generally quiet. Germany having a good run. Oil up because of cold spell--so those who bought oil ETC last week on my buy tip are up 15%--gold accompanied this for a variety of reasons.My prefered markets at the moment are in the Gulf/Middle East--US looks high enough, Japan just cannot get up a head of steam, Chindia high enough,Thailand to political as is Venezuela--UK--great for special situations--as ever!! Idea---well if you like esoteric go for this---FISH!! OK so ethanol is putting up the price of corn--do not forget that USDA grade one meat is CORN fed--thus meat will become ever more dear so how about fish?--problem--fish are getting scarce and ever more expensive--so buy Salmon fish farms in Norway/Chile QED-- a--supply is growing at 8%p.a. whilst demand is growing at 25% b--the waters around Chile are warmer than Norway so salmon grow much faster-- c--the cost of production per kilo is falling --fish are priced in terms of USD- those clever Nowegians have only 5mm. people/oil/a well funded health and pension system, are helping Cyprus with a major oil find--no wonder their stock market and currency are strong!! I have assembled a portfolio of 3 fish producers and will be happy to accept orders for the list-- Cyprus--Euro coming/Oil and much M and A activity--the enigma continues! all for now--good fishing e--investormorse@yahoo.com |
| Investor Morse's TIP for Friday 26th January! |
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All previous disclaimers apply If you are happy with my ideas please forward to your investment orientated friends and if you do NOT pay for this subscribers pay bp200 p.a.--this also includes text alerts and free portfolio reviews--ok--got that out of the way!! Big picture--very few non US investors have made money on Wall St. although the market there is at highs---why?--weak USD--i regard that market as toppy. Chindia and possibly Russia--consider top slicing--i.e.--selling say 1/3 of holdings. UK--BUY--BUY--BUY--BP--BP and more BP--p/e only 9-gross yield over 4%--great chart and perhaps its darkest hour. Tate and Lyle--OOPS--fall over done and now the vultures/hedge funds will hover--if you hold--average down--i usually like to average up--so is life! Am more than intrigued by CW--M and A activity???? BUY__BUY OIL--you can do this by ETC--if you do not understand these then bell me!! UK coal -in spy parlance--is a sleeper--BUT--just buy it and hold on in haste e--investormorse@yahoo.com |
| Investor Morse's TIP for Friday 19th January! |
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All previous disclaimers apply UK--inflation up thus interest rates up--buy to let crisis looming--buying tips for NOW--Hat Pin/Ashley House/Amec/UK Coal/Cobham [my house at Stowe]/Arena--if you want a 6% gross yield place funds between--Rank/Scottish Widows/Lloyds/--also am a buyer again of Hikma--little outsider is Blooms of Bressingham! Euroland--Allianz and Deutsche Telekom-- US--great charts for GE/Yahoo and am a buyer again of Google--BUT latter is for SAS type investors only ETC--Corn still a buy on Ethanol ETF--yes CHINDIA and a new Viet Nam one ECO--have two new energy funds BP--quo vadis--Lord Browne reminds me of Sinatra--why did he not quit at the top! Cyprus--so we know about the EU/convergence with Athens market--so we have seen much M and A activity in the banking sector--now it is the turn of mid and small caps in haste-- e-investormorse@yahoo.com |
| Investor Morse's TIP for Friday 12th January! |
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Absolutely all previous disclaimers apply Clement weather in the US has taken front stage to terrorism--lower oil price and hence lower commodities--the US uses more energy keeping cool in the summer than warm in the winter! Geopolitical issues--that phrase again have not disappeared overnight, nor have problems in the Gulf area--so buy gold/silver/oil--i prefer for a compendium of reasons platinum to silver with palladium being numero uno. UK--interest rates up-no surprise to me-but was it to cool inflation or to keep foreign money in the UK--dont you just love conspiracy theories! US--buy NASD/Microsoft/Yahoo Cyprus--PAPA and HB up 20%--i told you so--now watch KEO!! Have some great new energy funds if you need them CHINDRIA---stay long--great results from Satyam and Infosys What worries me most--Somalia--just look at the map --also Venezuela--- Mutter from the UK gutter---AMEC---expect M and A activity-- If you do not wish to receive this --tell me--conversely if you like it tell your investment orientated friends---thought for the day--if you do not make money you will become poor! e--investormorse@yahoo.com |
| Investor Morse's TIP for Friday 5th January! |
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All previous disclaimers apply Well the credit cards must be paid and the kilos lost---back in the saddle! Thought it best to let the myriad of new year tips die down and after the 3 kings break we are now back at work and wondering how to make money in the new year-- for sure one stays long CHINDIA as these two continents are called and buy RUSSIA on any setbacks. Germany is now coming out of 15 years in the wilderness of failed socialism and is in the real world--property is the sector to be in there and Allianz has a great chart U.S.--am buyer of Microsoft and Yahoo but the general market looks a bit tricky I really cannot join the herd on the Japan story--am buyer of Asia which can now feed off its own growing economies. Generally interest rates look poised to rise and inflation is raising its ugly head again. For big money still largely favour split 50/50 USD/Euro For those looking for dollar recovery perhaps diamonds--quoted in USD -are an interesting bet. The fall in the oil price largely because of warm winter on US NE and chart considerations is a buying chance as is the current gold price UK--Cable and Wireless is acting above and beyond and am a momentum buyer My old favourite Stanley Gibbons has numbers out March for year ended Dec 2006--look for sales up 40% plus and profits up 80%--these shares can go above 200versus current 175 in the next few weeks. Continue to buy Firth ports and UK Coal Welcome back--lets go for it this year! e--investormorse@yahoo.com |
| Investor Morse's TIP for Friday 22nd December! |
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All previous disclaimers apply--and any others you can think of! Conventions--they force me (thought i had more courage!) to come out with --07 prognoses-- It will be a politcal year for markets and the truism is that the unexpected will appear-- Boring buys--its good to be passive sometimes--Microsoft and Vodaphone-- UK yielders--Rank and Scottish Widows UK capital gain--Firth Ports--or is it Forth Ports, UK Coal, Arena, Thornton, Hikma and Stanley Gibbons Am investing in limited edition cigars--Castro and Cuba play Re commodities i refuse to give ideas--traders only! Re new products--explosive growth ETF and ETC My new year resolution is to make less spelling errors!! Of course i will mass E anything good and fast Health, love, peace and let me make next year even more prosperous!! the prophet of profits--aka- www.investormorse.com |
| Investor Morse's TIP for Friday 15th December! |
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All previous disclaimers apply--and more!! Currencies---glass ceiling of bp/usd 2.00 still not penetrated Russian market held up pretty well despite rising interest rates--- Indian market had big sell off prompted by rising interest rates--- a buying opportunity if further big setback China--the trend is your friend--ride it US--looks over/fully valued--perhaps Yahoo is a buy Germany--stay with Thyssen Krupp--flavour of the day. Porsche intrigues me with its 29% VW stake---?? Indonesia--politically more stable than for ages and don't forget it is a member of Opec Cyprus--market especially banks look tired--glass ceiling BOC 10 and 3.50 HB---stay with Papa and KEO--first yield and latter asset play Turkey--will it now gorget EU and turn futher towards Mecca?--worrying Minerals--consolidating--but-- CHART BUYR UK NOW!!--C and W and TATE and LYLE--don't say i didn't tell you!! have a cool yule and prosperity--in 07 Email: investormorse@yahoo.com |
| Investor Morse's TIP for Friday 1st December! |
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All previous disclaimers apply--and more!! |
| Investor Morse's TIP for Friday 24th November! |
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All previous disclaimers apply At this time of year it is customary to look in the rear view mirror--well examination shows my average recommendation is up around 40% and only one loser and even that is a speculative hold. The market flatters us but i have beaten the indeces yet again and that is always my goal as is a minimum annual return of 20%. The coming year will be more difficult but as always it is a stock pickers game and thats what i am good at. ADVICE--my best ideas go to clients, subscibers and close friends as do my sell ideas---the former can all receive text alerts, sell ideas, free portfolio reviews and in some cases FREE dealing services in a tax efficient manner--- I have several Viet Nam funds--unfortunately the only way to go, as well as Bulgarian and Japanese property funds. It will be a traders market and i expect M and A activity to keep on at a frantic pace and hope to get more than my fair share of these to mutual advantage! Politics will be as important as economics in the coming year and i expect to increasingly use ETFs and now ETCs--i just love them--why pay an expensive fund manager who does not perform! As for specific ideas--will send direct in the next few days-- stay tuned--yes you can globally to my radio shows and good hunting! Email: investormorse@yahoo.com |
| Investor Morse's TIP for Friday 17th November! |
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All previous disclaimers apply Big picture--China--yes again--has whispered with a loud message--it will diversify its currency reserves--now mainly USD--US is a little country it finances--EURO--go with it and buy the Chinese currency--if you can. The world has 6.5 bn people--1.5bn China, 1bn plus Indians-- ignore Asia at your peril--no pun! The Vegas crowd are investing heavily there--follow them. Spain--question--why are the Spanish invading the UK with their Latin America fueled financial Armada? Answer---goodwill in UK balance sheets can be written off against Spanish tax!! Stay long Amec and Enodis--and now for an enduring tip.=== MY TIP FOR 2007--- Only my investment clients and subscribers receive my personal buy and sell ideas--so if like thousands of others, you have made money from my site and paid me nothing--father Christmas will NOT come--why not become a client and/or subscriber now---times they are always changing and i need to top up my pension fund and take a holiday---just do the decent thing!! May THE INVESTOR be with you in the coming year! |
| Investor Morse's TIP for Friday 10th November! |
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Disclaimers--all previous apply/wealth warning! |
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All previous disclaimers apply peps/isas etc.etc---if you are not returning to uk and are permanent resident/domicile abroad---liquidate these---there is no tax relevance mortgages---hbos has just announced 125% mortgages---scope there!! |
| Investor Morse's TIP for Friday 3rd November! |
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All previous disclaimers apply |
| Investor Morse's TIP for Friday 27th October! |
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All previous disclaimers apply Seminar--thanks to all those who turned up and hope it was informative--DVDs are available for CYP10 or bp15 including p and p-- Equities--Wall Street still riding the escalator--watch out! Its looking for excuses to rise--bit rich for me Commodities--A new phenomenom is upon us--oil up--natural gas up more--gold up--silver up more--maize/corn up on ethanol considerations--thus Tate and Lyle up!! Love T and L---logic and arithmatic can be thrown out of the window and so perhaps the shares could go to bp10 from the current bp8 or so--in any case i believe the downside is low. A spec. idea--Morgan Crucible has received at least two takeover approaches that have not matured--believe final exit price can be bp3.25 plus---shades of Enodis? Starting to accumulate --also on a spec. basis Alpha Airports--AAP--LSE--71p or so---Carphone Warehouse i find intriguing BUT----- Thats it for now stay close |
| The Latest... Repayment and loss limitation for Llloyds NAMES |
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All previous disclaimers apply-- It has today been announced--following an agreement with Berkshire Hathaway/Warren Buffet-who are putting up USD7bn.--that future liabilities are ceased and that there may be some small repayment to names at the end of next year. |
| Investor Morse's TIP for Friday 20th October! |
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All previous disclaimers apply Big picture--equity markets generally are overheated--look for some consolidation/profit taking and then perhaps a futher 10% upside. Am buyer of mines, minerals and oil/oil stocks- Japan--have for a long time wanted to get involved but could not find a suitable vehicle -- NOW i have! -- a residential property fund--ask me for details-- ETFs / and now ETCs--exchange traded commodities that can usually be bought in a normal stock account--even on margin--includes oil, wheat, cotton and other exotica--most interesting-- Tech---results this week from Nokia/SAP and a galaxy of others---watch NASD--a fulcrum week BP--avoid the Pound--Euro safe haven-- Best tip---MY SEMINAR---and its free--well Xmas is coming! Annabelle, Paphos oct 25 at 15:30 PROMPT--that's 3.30 p.m. in English--- Enodis/Thorntons and Stanley Gibbons--my holy Troika-- Cyprus--stay long KEO--take profits--half--Hellenic Bank and switch on a speculative basis into Universal Bank --NB--personal thoughts--am NOT registered to give advice on the CYPRUS market-- Off to the Grand Duchy--back this friday late-- good hunting and stay close-- PS--BUY yes BUY MICROSOFT--12 month relative strengh--stay long BIFFA--a growth stock and half holdings Standard Life---and so it goes on---- |
| Investor Morse's TIP for Friday 13th October! |
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All previous disclaimers apply |
| Investor Morse's TIP for Friday 6th October! |
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All previous disclaimers apply a--please note i am holding my second seminar at the Annabelle hotel, Paphos--Oct. 25th at 15.30 PROMPT--subjects to be coverered are--EU/Currencies/Offshore and modern investment techniques--all are welcome and by all means bring interested investment associates. b--following my recent trip to London, i have the following observations: the buy to let boom is finishing as is the boom in commercial property--the influx of new Europeans is fuelling the cheaper end of the market. c--Cyprus--the weakness of the BP worries me. Hellenic bank burst through two glass ceilings as forecast--now 155--next stop 175? Devaluation of Cyp. pound remains a possibility--10% plus this late winter?? d-Wall street is now rising on the back of falling oil and gas prices---these falls will not last for long! Also a good time to buy mines and ETCs in minerals. e--Currencies--avoid USD and BP--the Euro rules! f--UK equities---M and A activity is becoming feverish--viz:Corus,Aer Lingus and am pleased at the strong showing of Tate and Lyle, Thorntons, Elementis ans Savills. Re internet on line gambling shares expect quick consolidation and would buy a basket of these on a Rambo basis!! New idea--buy Charles Stanley--UK stockbrokers--winning from private client activity and their money book. All for now--stay tuned--98.5 fm Cyprus on wednesdays at 0905 local and saturdays at 0840---these can be accessed via computer have a great text alert for new subscribers! |
| Investor Morse's TIP for Friday 29th September! |
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The Investor is currently in London and also in New Europe returning Friday Oct 6th to Cyprus and so there will be no ideas for this week and next weeks ideas |
| Investor Morse's TIP for Friday 22nd September! |
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All previous disclaimers apply Geopolitical--Hungary worries me far more than Thailand--bad for New Europe U.S.NASD chart looks good--more scope here than S and P--rumours of merger Ford and GM-not as crazy as it sounds Oil shares--serial offenders--Repsol, Shell and the daily saga of BP make companies such as Tullow seem very astute. The big boys are reaping the harvest of previous under investment and complacency Europe--mega takeover approach for Scania by MAN of Germany---believe Scania may turn tables and bid for MAN---Harvard business school would be pleased!! UK--actual M and A activity---London Clubs, Laing, Stanley Leisure---rumours of bids for BG and Taye and Lyle--both possible with Northern Foods being dark horse.Delighted to see sharp rise in Thorntons--a littla ahead of the game BUT i remain a two fisted investor with target--after Xmas 200p. Difficult markets--politics and mini wars--but am basically bullish---Xmas financial window dressing is coming! Good hunting and stay close |
| Investor Morse's TIP for Friday 15th September! |
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All previous disclaimers apply Cyprus--there is an IPO coming to the UK market shortly--ASBIS--a Cyp. company selling computer parts to E. Europe. I continue to be long PAPA, Hellenic Bank and Keo--believe the latter can treble over 5 years once Cyprus is fully in the EU. The BP is very weak on political grounds and this can have a major effect on the Cyprus economy--property and tourism and makes a devaluation ever more likely--the last date for this would be May next year but in practical terms it would have to be around this December--for full implications of this please contact me direct. Basically do not hold BP or Cyp. currencies--safe haven--Euro. Energy/China--35% of the worlds growth next year will come from China. 65% of worlds energy comes from oil, 15% Hydro, 15% nuclear---clearly this is bullish for Uranium and Canada and Australia are primary beneficiaries. Morgan Stanley--my old company--look for commodity crash--including associated shares and Goldman Sachs is bullish!! Investor Morse is short term bear and long term bull! China is having a massive bank IPO and of course Goldmans and the German dinosaur Allianz are in it. Markets--big picture--shares should be rising on the falling oil price but US housing starts slowdown are deemed more important--well the US market--especially after Dell fiasco--look heavy---long term it is the same scratched record/dvd--ASIA/RUSSIA/NEW EUROPE and special situations. The Baltic shipping index is hitting new highs and so that at least is a bullish indicator. UK--still accumulate my favourites but for sales and market timing--both vital--contact me good hunting. Signing off from the Island of low taxes and emerging economy--soon to be Europe--so they say! SUBSCRIBE FOR TEXT ALERTS & DEAL FREE! |
| Investor Morse's TIP for Friday 8th September! |
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All previous disclaimers apply. |
| Investor Morse's TIP for Friday 1st September! |
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All previous disclaimers apply |
| Investor Morse's TIP for Friday 25th August! |
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All previous disclaimers apply The days of summer continue the malaise--BUT--with autumn will come great M and activity the big picture-- Japan, France and Germany doing well and to a lesser the China stocks--India and Russia relatively quiet. Australia, Canada and Norway also doing very well--natural resources. In the US on a speculative view am buying AOL--after all Mr. Las Vegas-- Mr Kirk Kekorian was right with Daimler - Chrysler and General Motors--big money is usually right! In the UK stories of takeover on Whitbread, Anglo American and Firth Ports--am a cautious buyer of all three--prices still have upside 20/30% My UK "must have" --Llloyds Bank, Stanley Gibbons,Thorntons and Tullow Oil--am watching for possible purchase May and Gurney and Savills--the first i know personally from Norfolk and the latter is a blue blood stock 1/3 the 12 month high! Iran still simmers---so gold, silver and oil will not roll over. Stay close and good hunting! |
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A -- Bank of Cyprus -- trading around Cyp4.60 with various big name brokers targeting up to cyp5.70---they never the less look heavy to me and would half holdings around here B -- Hellenic Bank --around CYp1.30---heavy overhead resistance at both 135 and 145 and would reduce holdings around this level BUT am a strong buyer around 147 with ultimate target of 175. On fundamentals a German Hanseatic consortium has been a large buyer and the Archbishop and the Church remain as always active in the stock. M and A activity a strong possibilty. NB--all previous disclaimers apply |
| Investor Morse's TIP for Friday 18th August! |
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All previous disclaimers apply |
| Investor Morse's TIP for Friday 11th August! |
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All previous disclaimers apply. So that word is still there--geopolitical-- Re currencies--USD weak because they did not raise interest rates whereas they did on the Euro and the British pound. Pleased my gambles of EADs and Cable and Wireless paid off by about 10% in each case in around one week! Lots of enquiries for high income yield--there is market risk and i cannot guarantee dividends are retained--so much for the caveats!== Cyp--Papa---7.2% USD--Reynolds--4.8% SKR--Electrolux--7.2% Euro--Deutsche Telekom--5.8% BP--Lloyds Bank--6.8%---Alliance and Liecester--5.2% Stay long gold/silver and oil. Markets soon will be looking for interest rate falls and so this, combined with the wall of money should make the Autumn a good one for equities---a good time for dusting down the portfolios! Short term ideas always available by E or phone. Good hunting! Gerald E W Morse--- www.investormorse.com |
| Investor Morse's TIP for Friday 4th August! |
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All previous disclaimers apply! |
| Investor Morse's TIP for Friday 28th July! |
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All previous disclaimers apply Big picture--market says major offensive in lebanon will end in days--we also have the summer malaise followed by a very good autumn for equities--fixed interest and bonds? See no reason to hold or even buy--prefer money markets funds-no market risk and in any case i have a guaranteed 5% gross on an antique fund with money back AND capital appreciation where applicable in an area where prices are increasing at 11% compound! Are you an S.A.S. investor? ok then go for Eads-eu/C and W--bp/and Yahoo--usd---as littlewoods might say perm all or any two from three! Previous ideas-- Thorntons---2mm. traded yesterday--i hold my target at 175/190 versus 130 Stanley Gibbons--up 10 yesterday to 160--just raised my target to 220--please note this Seymore Pierce! Bains Mer Monaco--do NOT get bored with this one--it has yesterday declared tenders for expanding Monaco by reclamation from the sea--the mind boggles! I am wathing closely Enodis/Hecla/Cand W/and Invensys. Cyprus--like PAPA--39--p/e 5--under n.a.v. and yield 7.2%---also run with Hellenic at 115--takeover?! To all my global listeners via their computers i goofed--not normal--it is of course on 98.5 fm--Cyprus every wednesday at 0905--paphos time/c.e.t. 0805/gmt 0705--thanks Southgate brigade for pointing this out--- Too hot here so signing off! stay close--the prophet of profits |
| Investor Morse's TIP for Friday 21st July! |
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All previous disclaimers apply Please note that i do manage investment portfolios in a tax efficient manner---good time to review bond portfolios! Big picture---the buzz word for unsettled markets is now geopolitical--which meens the higher the oil prices go the more terrorism increases! Interest rates are a side issue but as Electrolux has just shown higher commodity prices are having an increasing effect on profitability. Russia and India just keep on and one admires the stability of the Norway markets--for obvious reasons--but i still hold the view that the wall of money will put equities much higher as Autumn approaches. Stay long gold and it is about time silver participated again. Now for stocks with relative strength in the UK--Avis/Elementis/Stanley Gibbons and Thorntons--these are all special situations. Thorntons was mentioned in a weekend rag to the effect that Baugur will bid for the company--sell off the property and then pass on the chocalate business to Lindt---well-i totally agree and look for an exit price of at least bp1.70. Beta factor stock---well Germany has it! Allianz which rose from Eu 105 to Eu 135 is now back to Eu 105--BUY for investment and what a trading stock! My old favourites Repsol and Tullow oil?--stay long!! You can tune into me globally on the wireless or is it radio--on you computer globally via my web site at gmt 1110 or cet 1010 or 0910 Cyprus time-every wednesday. If you wish investment friends to receive my wires direct please send me their names and e mail adresses! ps--Stay long Enodis/Mcarthy and Stone!!SHHHHHHHHH! |
| Investor Morse's TIP for Friday 14th July! |
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All previous disclaimers apply Big picture---markets a complete summer bore apart from M and A, oil, metals and mines BUT i expect very firm conditions early autumn until the widow dressing by funds towards the end of december--as always trading ideas-long and short present themselves daily. Expats biggest mistakes! Money has no allegiance--it flows to the prospect of greatest returns, so forget your heart and think globally--there are other currencies other than the British pound--UK makes nothing and is importing oil and gas! Peps /Isas have no relevance when you are offshore-- Bill Gates--he has effectively left Microsoft--hardly any surprise with Windows 98 being declared unsafe, huge daily fines from the EU and Infosys in India taking market share-- Africa--biggest problems are corruption, crime and Aids--biggest pluses are minerals, oil, growing agricultural industry AND China and to a lesser extent India investing and taking advantage of anti-Americanism a la Latin America New products--have some great guaranteed returns of over 5% plus and as always daily ideas from multiple sources for all categories of risk/reward. Charts--have been in my laboratory for a while and love the following--on the BUY side---Singapore, Thailand, silver, gold, natural gas, soya beans--wish i had the guts for platinum! High income return---have started for a few select clients a stock option writing programme for a qualified annual income return of 15 / 17%p.a. Good hunting and stay close! PS--introduce a friend and receive my premium ideas by text 24/7 FREE |
| Week Update |
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All previous disclaimers apply-- Ethical/Green---i have located the leading battery disposal company in Europe and also the major Ethanol producer. For specialised thinkers i an Islamic bank share--contact me for details |
| Investor Morse's TIP for Friday 7th July! |
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All previous disclaimers apply Cyprus---many forget that in international eyes this is an emerging economy--there are too many banks for only circa 700k people--i favour hellenic bank to figure in any consolidation. I regard the trebling of airport fees for non Cypriot carriers to be foolish in the extreme--tourism is already threatened by the over valued cyp.pound Emerging markets---i favour Viet Nam, most Gulf states, Bangladesh and the Karachi exchanges--also stay long ETF--ADRE quoted in N.Y. UK--Vodaphone looks a good yield sweetener--a sleeping giant undergoing a metamorphosis like Microsoft in the US Interest rates---markets are already looking for a fall beyond the rises to come--in any case if markets can handle high and going higher rates the can certainly handle modest rises Ethanol/Oil---yes oil prices can now easily go to usd85 and in the case of ethanol this is subsidised in the States but well done Brasil and VERY well done Sasol in South Africa with their coal to petroleum plants based on German technology from the second world war and built by the Bechtel corp--price of grain has risen a lot which will in turn make the price of USDA meats rise! In the uk i have 3 penny stocks with good stories and fundementals AND one almost certain takeover stock--going up in falling markets on rising volume AND a great chart Stay long gold and Quality mines--also stay long Russia Good hunting |
| Investor Morse's TIP for Friday 30th June! |
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All previous disclaimers apply Firstly the share idea---there is a stock priced about 21p where the company is returning to profit and is on a forward p/e of 4---volume has been increasing vastly recently--takeover?! Alternative---this means investment other then say property os shares---STAMPS-- following a trip last week to see HRH at Ascot i met with directors of a quoted company--so here it is-- The supply of vintage stamps in decreasing--many rich leave their collections to charities and museums/they are small and portable and can have interesting tax situations---well i have found that it is possible to assemble a collection for as little as bp10k--normal bp50k+ where they are insured and you are guaranteed with full faith and credit to receive at least a return of 25% after 5 years OR to sell the managed portfolio back for 75% of its market value or to take delivery to whoever at the end and give them to say children or sell privately wherever desired!! I will see through such investment for my clients---please note HRH is also in this one!! Stockmarkets are a little emotional at the moment so stay close OR listen globally to my broadcasts on the wireless through my website every wednesday at 0910 Cyprus time--this is not only the Island of love but of no IHT and income tax at 10%!! |
| Investor Morse's TIP for Friday 23rd June! |
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All previous discalimers apply |
| Market Wrap... |
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All previous disclaimers apply Core holdings--Stanley Gibbons/Thorntons/Tullow--in Euroland--Porsche/Repsol Trading---by its very nature i need funds to hand and communication--these are fast markets ETFs--have several chart based long ideas--and two new products Gold---have just started re entry---but am standing aside silver Am beginning to nibble at Russia and India again Emerging markets--have novel way to play these Gulf stocks---many indeces down 40%---they just do not seem to comprehend price/earnings ratios---but at last the see momentum can be in two directions! Have meetings in London this week re a new alternative market guaranteed fund--if it checks out i will advise Stay on the long side and good hunting--stay close |
| Investor Morse's TIP for Friday 16th June! |
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All previous disclaimers apply A--Have just created a UK equity portfolio for an average yield of 5.9% with the prospect of rising dividends. B--For one of my Institutional clients am now managing a global ETF portfolio---this is a result of researching and monitoring over 250 of this beautiful product. C--During the late summer/early Autumn i shall be holding a number of personalised workshops/mini seminars for individual clients/investment clubs and minimum groups of 5---please e mail me if interested for terms and details---the venues will be--Dubai, Hamburg, Leeds, London, Phuket--Thailand and Altea Hills, Spain and of course here in Cyprus--- |
| Investor Morse's TIP for Friday 9th June! |
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All previous disclaimers apply Rules for now--- |
| Investor Morse's TIP for Friday 31st May! |
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All previous disclaimers apply |
| Investor Morse's TIP for Friday 25th May! |
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All previous dislaimers apply. It really is simple! China consumes vast amounts of commodities--commodities rise--mines and oils rise--shares got ahead of the game--shares fall--commodities fall---margin calls--bad press--chart resistant points broken THEN--choppy waters---calm---and away we go again as we look to falling interest rates and MORE M and A activity-- Normally to pick up bargains after a rise one should look for a 15/20% retrenchment and so EXCLUDING mines. I like NOW the following---- Germany---where the DAX incdex has NO oils or mines and is in Euro---Allianz eu125 was 137===Porche EU 720 was EU 820 Spain--oil--Repsol EU 20 was EU24 US---NASDAQ---qqq and Internet ETF to get spread including Ebay and Yahoo UK---Stanley Gibbons----132 was 170-target 200 Thorntons--113---was 170---target 200 Tullow oil---350 was 440 I also hace a very specy takeover situation for SAS type traders---200 target 275---re Wm Morrison BUY more 192---target 220 Looking to buy India when it panics more--via ETF and ETFs in emerging economies and/or Latin America Egypt looking interesting---massive natural gas finds Cyprus??!! the enigma continues was Atlantis or hydrocarbons---anyhow it is a tax paradise--no inheritance tax and income tax 10% stay close-- |
| Investor Morse's TIP for Friday 19th May! |
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All previous disclaimers apply Cyprus---am sure hydrocarbons exist and will be exploitable--boom in seven years time BUT this will add support for Cyp pound which it does NOT need now--look out for more Norwegians. A bank here is issuing money cards with pin numbers which can be used world wide---scope there!? Bulgaria---looks like 2007 for EU entry is optomistic--bad for property there Happy to stay long Euro--avoid mines and mineral shares but buy oils on dips--Cairn/Tullow and Repsol- Latin America--worried about an oil cartel there and growing anti US momentum-- Still buyer most Asia=including China/HK=also selective buyer Japan- UK--look out for increased M and A activity following market shake out-- specials which have RISEN in last few days--Disney/B sky B/Sainsbury---sell M and S and switch into latter--uk buy list-in no particular order-- wm morrison/lloyds bank/regus/invensys/stanley gibbons/avis/reuters/aberdeen asset management/f and c management/henderson group/cable and wireless-- stay close and good hunting-- |
| Flash Interim Market Comment |
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If you wish to register for URGENT market mobile texts/e mails advise by email. You may GLOBALLY hear my broadcast every Wednesday at 0905 CET on Cyp.98.5 fm via your computer--see my web site for details. All previous disclaimers apply. Cyprus news---the richest man in Norway has come to Iran bordive in Cyprus---another tax exile! Oil exploration gathers pace----with Norwegian help---coincidence?! Spain---big scandal in postage stamp fund scam---Stanley Gibbons NOT involved. Islamic orbit--Jordanian chemical company--Hikmar listed on AIM in UK does well Germany--VAT planned to rise from 17 to 19%. Now for the big picture in tricky markets---- Expect sharp falls in metals and very sharp falls in metal stocks If the USD weakens above 130 against Euro expect continuing Euro strength I personally expect no military action against Iran by Israel or US but perhaps some agitation on the Iraq/Iran border. UK---after futher falls expect several takeovers to mature--AB ports/BAA/Prudential---also on spec. basis buy NOW Hemscott and stanley Gibbons Good hunting---keep your nerves and watch those stocks rising against the trend! |
| Investor Morse's TIP for Friday 12th May! |
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All previous disclaimers apply Here is the result as i see AND the future--- Around 700 people attented the first property auction in Cyprus this week---a massive turnout---it was run honestly and professionally---there were too many properies for sale and the duration was also too long. BUT these matters will be corrected at the next auction in July---an after market is vital in property--it works well for Mercedes Benz with autos--it was more successful than it might appear---some properties were withdrawn prior to auction,some were sold prior to auction and MANY after the auction not a bad result at all!Auctions are here to stay and congratulations to the Harrison group and Strettons and i am proud to be also associated.. Still most concerned at strength of Cyp pound. Wondered what the building is all about in harbour area near Hermes/Debenhams/Woolworths? Am told the Papantoniou has bought the freehold and it will be a new supermarket. Am a buyer of gold/silver and oil IF there is a 15% retrenchment U.S.--Buy Microsoft and HRB EU/Germany---spec. buyer of Infineon--EU 10--target EU 15 GB/UK/BP---spec. buyer Ivensys and Regus Love the Euro/Japanese market--- It remains dangerous out there----caveat emptor/venditor good hunting! |
| Investor Morse's TIP for Friday 5th May! |
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All previous disclaimers apply. |
| Investor Morse's TIP for Friday 28th April! |
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All former Disclaimers apply Am pleased Euro strength is as predicted am also glad to see profit taking in mines and commodities--market was overheated anyway. Specific suggestions have been sent to clients and subscribers direct. |
| Investor Morse's TIP for Friday 20th April! |
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All previous Disclaimers apply. |
| Investor Morse's TIP for Friday 13th April! |
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Disclaimer-- |
| Investor Morse's TIP for Friday 7th April! |
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Disclaimer-- Investments can rise or fall this is not a solicitation for business and is intended as a market commentary compiled from multiple sources. If in doubt consult your qualified counsel. Advise asap if this has been sent in error----- The big picture---interest rates may not rise a lot more in the US but are expected to rise more in the EU in percentage terms---China may well decide for leverage in trade negotiations with the States to threaten to sell US treasuries and to place funds in the Euro----so we have a scenario whereby the British pound should fall against the Euro and the USD--the Euro at around 123 versus USD has penetrated an important chart point--also adding fuel to the fire with elections no too far off in both the UK and the US the politicians will then later wish to decrease interest rates to spur exports and help their respective domestic economies---summary--BUY Euro! The indeces in London and Cyprus do not give the true picture---the former is distorted by oils and mines and the latter by financials. Wall street continues to confound beacause industry has become ever more efficient and so P/E ratios have not expanded--Re commodities there is a feeling we are in a super bull |
| Investor Morse's TIP for Friday 31st March! |
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a) Currencies once again are in focus---weakness has been seen in the Kiwi dollar and in the Icelandic currency and political developments in Brazil have caused its currency to also fall---these might seem insignificant in the big picture but it does cause nervousness for emerging market fund managers though of course currency weakness normally causes the equity markets to rise as investors seek negotiable local assets as tangible stores of value. Good hunting! |
| Investor Morse's TIP for Friday 24th March 2006! |
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1-- The first five suscribers other than existing clients for my text signals--buy and sell--will deal commission free and all proceeds will go to a charity to be announced on my weekly radio show on 98.5 f.m. Cyprus which can accessed via www.wowcyprus.com and heard worldwide at 0905 Cyprus time--cet plus gmt plus every Wednesday 2-- UK Budget---a complete non event and of no interest to expats or most UK citizens! 3-- The Cyprus stockmarket continues to be driven by Athens and by overseas emerging market funds and merger activity. 4-- I favour the major european markets and suggest on a medium term basis the purchase of an exchange traded fund--no uk stamp duty,of 350 of euroland s top 350 companies--qouted in NY the symbol is IEV and the price is just short of USD90--no dividends on this one. 5-- I am pleased to annonce my working association with Cyprus businessman of the month--Michael 0f www.universal-development.com -check out this website--he will with Scottish honesty source all property needs here in the island and has consumated many deals for my clients--he is especially good at 6-- AN ALTERNATIVE INVESTMENT! Through clients i have in Newmarket i have long known that there is money to be made in horse breeding and a good article on this appeared in the UK moneyweek publication just recently and i suggest --especially as naming a horse can be tax deductable that those interested look at the excellent website on horses as follows--www.talkinghorses.co.nz--they will people also in all aspects of horse owning the the beautiful part of New Zealand--where the currency is weal for us brits and Cypriots---all those Nicosia racing fans will find this site fascinating and why not take a holiday there as well as usual i am always ready to field any enquiries by phone or e-mail. |
| Investor Morse's TIP for Friday 17th March 2006! |
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This sevice is free for clients and friends---all others pay cyp 125 or bp 150 per annum-- |
| Investor Morse's TIP for Friday 10th March 2006! |
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It has been a choppy week for investors--prospect of higher interest rates and yes inflation is being mentioned again and of course the ever present geopolitical scenario---it remains a stock pickers and momentum market for equity players and definitely stand aside for debt security buyers-- i believe wall Street is at fair value and it is good to see mining stocks and commodities have a healthy fall. |
| Investor Morse's TIP for Friday 3rd March 2006! |
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Cyprus: |
| Investor Morse's TIP for Friday 24th February 2006! |
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a. I regard the Japanese market as very attractive after years in the wilderness with Germany being a close second. The U.S. has a fully valued look about it and the UK market is a classic one for stock pickers and momentum investor --- so here i have a new stock selection for medium/long term investment with distinct--almost tangeable takeover prospects---namely Thorntons---here is why---- 1. It is a monopoly and well established brand 2. The current price of 125p compared with a twelve month high of 180p and a low of 120p 3. The dividend yield is a most generous 5.5% 4. The market cap. is only bp85m and many of the properties are owned 5. There was an aborted takeover of around 180p very recently and it remains on the radar---could Baugur and or Lindt be interested---I believe so-- if you are on a diet like me get fat on the profits instead!! Good hunting! Where applicable i hope you enjoyed the Societe Generale seminar at the Annabelle and I still have a few dvds from my seminar there. Disclaimer: Investments can move in any direction and if in doubt consult your adviser, the commentary is not a solicitation for investment business if this has reached you in error please advise us the commentary is compiled from multiple sources but no liability will be accepted for actions taken from it. |
| Investor Morse's TIP for Friday 3rd February 2006 |
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Most investors seem to forget that dividends on shares tend to rise over a period of time and so a 5% yield today translates at 10% dividend growth to a 10% yield after on 7.2 years!! And it is also most likely that an overall capital gain will be achieved--in this vain i suggest for some more cautious investors the following small portfolio to achieve an average gross annual yield today of 4% in terms of the BP-- all these are solid well known names-- Glaxo Smith Klein Lloyds Bbank Prudential Unilever Whitbread------ and of course in the current economic climate of vast liquidity from the petro dollars M and A activity is a distinct possibility. Please note i usually only give selling advice to my clients and clearly my very best short term idease do not appear here!!--up to you. STOP PRESS---cyprus property-- i have a client whose is looking for a plot of land to build a 250 sq metre house---the plot must not be more than 20 minutes drive in the east of paphos/pafos---water electricity etc must be in situ---pricipals only--cash buyer and yes correct TITLE DEEDS!!
I will be travelling for a few days so will not send out a wire next week unless something urgent occurs.
Disclaimer: Investments can move in any direction and if in doubt consult your adviser, the commentary is not a solicitation for investment business if this has reached you in error please advise us the commentary is compiled from multiple sources but no liability will be accepted for actions taken from it. |
| Investor Morse's TIP for Friday 27th Janaury 2006! |
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1. Firstly let’s start with |
| Investor Morse's TIP for Friday 20th Janaury 2006! |
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a. Property---i am pleased to announce an exclusive tie up witha developer here in Cyprus with favourable financing options. If you are thinking of buying property in bulgaria--dont--until you have discussed with me a new way to get into this market rumour---property auctions are at last coming to Cyprus--watch this space! In the uk i have a new way to invest in commercial property without all the costs and fuss. b. Currencies--i favour lightening the load on the USD and placing money in the euro and ALSO the chinese Yuan. c. Japan--the recent setback is healthy--it was overheated and this represents a favourable buying--albeit selective opportunity. d. My dark horse is microsoft---yes--i have turned bullish!! e. Gold--remain a bull but would like a 5% pullback from this level--silver is probably the better option. f. Germany---hoping Allianz falls further then establish long positions g. Oil--unrepentant bull--yes still--of Tullow |
| Investor Morse's TIP for Friday 13th January 2006! |
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This week i have many subjects to cover and will thus not go into great detail---you are always welcome to bell me on -- a. Ref. Cyprus market in spite of delayed fusion with Athens market i expect firmness and more takeover activity----property prices except for commercial i believe will come under pressure
b. The best investment market medium term is Germany with Allianz being the prime choice c. I take a stance of long NASD short Dow/SandP---perhaps Microsoft will come out of hibernation in any case the downside is very low d. In the UK market there will be huge M and A activity and it is a traders market --- i am a buyer of Sainsbury, Unilever, Aberdeen Asset Management, Tullow Oil and Glaxo e. I am a buyer on chart grounds of the UK market and a firm buyer of India -- the latter is in a TEN year bull market-- also i am buying Japan on dips and as the gas price has proved the Russian bear is flexing its muscles and cannot be ignored f. Stay long of commodities and accumulate on dips g. In the US one cannot cease to marvel at Google versus say GM and Ford on an esoteric note the sturgeon/caviar fish is endangered and the price will go up---fear not---there is a growing number of sturgeon farms starting in the US! Good hunting!--more next week and dont forget i am on 98.5 fm cyprus every wednesday at 0900 and friday at 1500 local and can be heard via computer on--www.wowcyprus.com by clicking onto 98.5fm. |
| Investor Morse's TIP for Friday 6th January 2006! |
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May i wish all clients and friends a happy, healthy new year and i will do my best as always to make it prosperous-- |
| Investor Morse's TIP for Friday 16th December 2005! |
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At this time of year it is customary to pass comment on the last year--2005 and 2006 to come====
The last year was a good one for my clients also for listeners and viewers---the star was Tullow--up 245%---Aberdeen A.E. rose 38% in less than 2 months and there were no losers and the average annualised return net of dividends was around 40%--beating all major indeces--
i prefer to give specific advice direct to clients as we are in fast markets--so i willl give outlines of what i am expecting in 2006--globally including Cyprus.
1. There will be a very soft property market in Cyprus and the currency will finish the year in a weak fashion
2. The Euro will outperform the USD 3. Inflation and interest rates will rise 4. Gold, silver and most hard commodities will continue strong 5. India, Russia, new Europe and some emerging markets will continue to outperform 6. The NASD will outperform the Dow 7. money market funds will outperform bonds 8. The Chinese Yuan will continue to strenghthen 9. In the UK market Aim will go OVERALL upwards outperforming the Footsie 100 10. I believe the Gulf stockmarkets will overall rise by at least 30% Good hunting to all my clients and those who will be ALL former disclaimers apply
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| Investor Morse's TIP for Friday 9th December 2005! |
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i thought it timely to review 3 tips from the last few months---
a. Forth Ports---buy idea was around bp13.50--now around bp16----still has much upside potential to around bp20
b. Aberdeen Asset Management---originally mentioned at bp1.05 now bp1.39 in just a few weeks! Am not averse to halving a holding but my longer term target is now bp1.75 c. Ultra Elec.--mentioned at bp8.60 and now bp9.70---am getting slightly bored with lack of upward momentum but the share remains one of my core holdings in the defence sector Now for LONG Term investment--- a. Any serious portfolio must be long Russia, new Europe, India and to a lesser extent Japan and i have many ways to play these
b. I think the Dow is near a peak and prefer the Nasdaq c. The dollar is now second favourite to the Euro and i believe there's a lot of steam still in gold but especially silver and the oil story is far from over good hunting and dont be afraid to contact me for more info
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| Investor Morse's TIP for Friday 2nd December 2005! |
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I thought in the spirit of glasnost and EU harmony it is about time i came out with a Euro share and on a seasonal note have travelled to the tax haven of Monaco for a monopoly! Here it is----
Bains mer Monaco symbol BLM--traded on the Paris primeur marche
Strong long term buy--price under Eu 600------target over 5 years Eu2500
reasons for tip---
a. A monopoly
b. This is essentially the holding company for the Grimaldi family of Monaco and owns/controls all the casinos in Monaco with most of the hotels, restaurants, marinas and apartments.
c. New casino opening shortly
d. Possible reclamation of land from sea for new developments
e. Shareholdings-----Grimaldi family 60%, Fidelity 5%, Wynn --the Las Vegas casino mogul 7%--- the rest in firm hands with VERY small market float
f. Subject to the above a postulated n.a.v. of Eu 2500
g. No large analyst follows the stock--
Negatives------tell me !!!
good hunting and have a cool yule and let me make your christian new year prosperous!
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| Investor Morse's TIP for Friday 25th November 2005! |
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Firstly comments re some previous shares----
a. aberdeen asset management----was 105-----now 122p---new target 150p b. gw pharma---first two weeks ago mentioned at circa 85p--now 115---retain on speculative basis--some resistance at 127 with profit taking---could go VERY much higher c. new idea---silver impresses me---above usd8 for first time in 10 years----can go much higher---have a highly geared silver play--around usd 4 which i believe could rise most substantially-- will be in Dubai---the Las Vegas without the gambling--from saturday until friday next week when my radio broadcasts will resume on 98.5 cyprus at 1515 local and then the week after at wednesdays at 0900 cyp local----- Important wealth warning---- a. please e if you wish to stop receiving money making ideas and /or you are on my list in error b. this e should not be regarded as a solicitation for business---it is largely for information purposes to friends and acquaintances c. shares can and do move in both directions---consult your qualified expert!!! d. i am not repeat NOT licenced for the conduct of investment in Cyprus e. WWW.investormorse.com is associated with www.wowcyprus.com |
| Investor Morse's TIP for Friday 18th November 2005! |
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Buy---medium term--Royal and Sun Alliance--lse symbol--RSA
price 107---yr high 108---low72====gross yield 4.6%---p/e 10
reason for tip-
a. US litigation problems largely settled
b. Increasing new business following some rationalisation
c. Better stock markets helping performance
d. Merger activity makes this a prime takeover target with the high yield limiting downside
medium term target 130
and...
AN ESOTERIC ALTERNATIVE INVESTMENT!!
It has long been the custom to collect stamps, wine and silver and i now seriosly recommend Cuban cigars for the following reasons---
a. Castro has officially been declared seriouly ill--- new regime may change the staus with the US where Cuban cigars are banned by law
b. If the above occurs the US alone would use ALL the production and the price could at least double
c. It is not generally known that cigars if stored correctly can enjoy a life of 30 years
d. It is possible to source cigars in the middle east and some mediterranean cities for HALF the price in the UK
Sorry if i offend non-smokers but such is the investment world.
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| Investor Morse's TIP for Friday 11th November 2005! |
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This week i have expanded ideas and reduced rationale for sake of paying subscribers!! a. Market strategy---long money market funds--short bonds == reduce dow jones holdings beef up nasd b. Short term bull cyp pound---long term bear versus british pound and especaially against euro c. For cyp expats/residents--if you bought your house and are showing on paper a property and currency gain but cannot or do not want to sell and believe as i do the cyp pound will weaken towards euro convergence here's what you do----take out a 50% cyp pound mortgage at a floating rate for 2/3 years--convert cyp pound to euro and usd fixed two year deposit and unbudle in two years time!--currency options here are for the chosen few n.b! d. Solid long term buy pearson lse at around 590p and for SAS type investors gw pharmaceutical at around 75p----
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| Investor Morse's HOT TIP for Friday 4th November 2005: |
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BUY----euro products guaranteed capital and total annual return of 13% or more--tax efficient
Recent market uncertainty in equities---although i believe the u.k. market is around 10% too cheap--has encouraged me to look at more exotic investment vehicles--so here is a thumb nail sketch of two--
a. A eurofund which has averaged 18 yes 18% in the last ten years and is guaranteed by one of the largest insurance companies AND banks in Euroland---there is no tax reporting and the beneficiaries are effectively in a trust and even these can be changed at any time---
b. A fund where land is bought in new europe and let out to a galaxy of supermarkets--the return has been a consistant 10%---capital appreciation on the properties is paid gross on the rear end.
These are strongly recommended by investor morse who does not usually agree with funds!
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| Investor Morse's HOT TIP for Friday 28th October 2005: |
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Cyprus---the big picture: a. I expect interest rates by mid 2007 to drop to around 2% b. I believe the CYP pound to strengthen to around CYP75c = GBP£1 from late 2006 but possibly fall to parity i.e 100 against uk pound by mid 2007 c. I look for a dramatic rise in the Cyprus stockmarket until mid next year when the exchange joins the Athens s.e d. I believe property will rise from April 2006 ---reason---SIPPS uk pension fund buyers-- then I expect residential prices to stabilise and commercial property prices to increase -- resales ie pre used housing with title deeds and generally expect a difficult new completion/contract position. There is a draft act now to sort out title deed delays and abuses giving the buyers a more level playing field as in the rest of the EU e. Because of the expected sharp fall in interest rates i think cypriot fixed interest securities--especially those below par i.e 100 to rise sharply f. It is probable that the Bank of Cyprus has had a heavy rights issue i.e funding process to strengthen the balance sheet and liquidity because the title deed pending legislation will put some developers inder severe pressure |
| Investor Morse's HOT TIP for Friday 21st October 2005: |
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| a medium term buy in difficult markets--- forth ports---london symbol FPT price bp12.70--year high bp14.50--year low bp11.70 p/e ratio 17 gr yield 3.5% reason for recommendation-- a. has a thriving port business b. has 600 acres of development in prime canal sites around Edinburgh---this compares with a stockmarket company valuation of bp590mm with a gearing of around 85% c. could split company but i believe it will release value from sites if not like Mersey docks it will attract an offer of at least bp17 |
| Investor Morse's HOT TIP for Friday 14th October 2005: |
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scottish and newcastle breweries----sybol sctn.l price bp4.65---pr gr yld 4.7%==p/e pr--13==eps growth circa 7% p.a medium term BUY 1. good relative strength in difficult markets 2. industry consolidation making this a possible target 3. purchase witrh a stop at bp4.40 and agressive buy should they break out through bp4.80 resistance 4. the high yield will limit any downside potential negatives---cannot find any! |
| Investor Morse's HOT TIP for Friday 7th October 2005: |
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Strong Long Term Buy---Stanley Gibbons Group---uk symbol SGI.L For latest price and news copy and paste the following into your browser: http://uk.finance.yahoo.com/q?s=ULE.L |
| Investor Morse's HOT TIP for Friday 16th September 2005: |
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**BUY** Ultra Electonics Holdings (London ticker symbol = ULE.L) Price under 900p |
| Investor Morse's HOT TIP for Friday 23rd September 2005 |
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**BUY** Aberdeen Asset Management - Current Price 105p |
| Investor Morse's HOT TIP for Friday 30th September 2005: |
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Reuters----symbol rtr---price 376----2005 high 431--low 312 yield 3.8% Reason for tip: a) past e bubble problems now behind them b) a monopolistic name verging on monopoly c) good yield d) a takeover by say google at around 600p in the medium term is probable |