Join our community of smart investors

Bearbull seeking productive situations, Simon Thompson’s broker buy, gold’s tumble & more

IC Daily email update
August 14, 2018

Mr Bearbull’s column this week sees him delve into the productivity debate as he tries to identify companies whose productivity can be seen to be improving and how investors can discern when such productivity improvements will flow through to share price growth too.

In his fourth article of this week Simon Thompson has been running his slide rule over a cash-rich stockbroker and asset and wealth manager that has a three pronged strategy to get profits moving again. Technology will play a major part. If this is achieved then there should be significant upside given that the company has just posted operating profits of £0.9m so is effectively being valued at only £6m after stripping out net funds from its market capitalisation. 

For the rest of Simon’s articles this week visit his home page. Also, for Simon’s latest Alpha Company Research report, click here.

Times of market volatility and rising inflationary concerns normally translate into strengthened demand for gold but this week the price of the yellow metal dipped to a 20 month low – Alex Newman investigates. Meanwhile, earlier this week our resident economist Chris Dillow gave reasons why gold investors should hold their nerve.