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Simon Thompson hat-trick, Dillow on gold and long term equity risks & more

In Simon Thompson’s column today, he highlights a cash rich manufacturer of critical components and services to energy, medical and industrial sectors that could be set to launch a takeover; a southern England housebuilder and land developer rated on a 42 per cent discount to book value and on a single digit earnings multiple; and a provider of gas heating appliance installation and maintenance services that’s just posted an earnings beat.

Gold is meant to be a safe haven in times when inflation is on the rise, but its relationship with inflation of late has been less obvious than in previous periods, as our resident economist Chris Dillow points out here. Meanwhile, for those who prefer equities as a home for their investments, Chris has also looked at the potential long term risks to equities right now.

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