Harris would be a riskier option than Trump, says Victor Hill The post American Melodrama appeared first on Master Investor ..read more

John Cornford thinks recent events have made these mining shares more attractive. The post Solgold Looking Much More Compelling appeared first on Master Investor ..read more

Simon Cawkwell, AKA Evil Knievil, with his latest trading and gambling exploits – writing exclusively for Master Investor. The post Evil Diaries: Insurance At The Correct Price appeared first on Master Investor ..read more

Mark Watson-Mitchell checks out a set of shares that are all heading higher. The post Small Cap Catch-Up: FRP Advisory, Tortilla Mexican And Shearwater appeared first on Master Investor ..read more

H&T Group (LON:HAT) – At Least A 30% Upside You cannot persuade me that the shares of this pawnbroker and jewellery retailer are expensive. In fact, I consider them to be extremely cheap around the current 387p level. They fell back in price subsequent to the issue of its Trading Update for the six months to end June, easing back 5%, off some 20p a share, after the statement. It declared that trading across the group had been in line with expectations. The company reported that demand for its small ticket item pawnbroking had been ‘robust’ during the first half. However, redemptions appear ..read more

Many strange things happened this year related to stock indices. On one day, the Nasdaq is rising strongly while the Dow is declining; on another day, it is the opposite; and on other days, both are declining while most investors’ portfolios are showing gains. This apparent disconnection happens for many reasons, with two of the most important being: 1) mega caps weigh too much on stock indices, and 2) the Dow is completely flawed. The Dow (Dow Jones Industrial Average) is an imperfect gauge of stock market activity because it is composed of a very limited selection of large US companies. Besi ..read more

Portmeirion Group (LON:PMP) – I Set A New Target Price Of 295p Despite first half sales down 17%, the Trading Update from this owner, designer, manufacturer and omni-channel retailer of leading homeware brands in global markets, still exudes hope for a better full year. The six months to end June were impacted by lower order levels into its important South Korean market, while elsewhere sales were up 5%. The US continues to be the group’s biggest market saw an uplift at the interim stage. The company states that it expects its 2024 profit will be up on the prior year with improved operating ma ..read more

Pomp And Circumstance In most countries the announcement of the legislative programme of a new government takes place at a press conference or is undertaken by a man in a suit at a rostrum in the national parliament. In Britain, in contrast, it involves horse-drawn carriages, the Household Cavalry, trumpets, page boys, lords in ermine and a monarch, wearing his heavy crown, intoning words written by his ministers with a faint air of incomprehension. There are elaborate rituals of historic importance such as the slamming of the door to the House of Commons in the Black Rod’s face. (The Black Ro ..read more

Renold (LON:RNO) – Record 2024 Profits Leading To Further Global Growth And First Dividend Payment For 19 Years Based in Wythenshawe, Manchester, this £125m capitalised group is the world’s second largest industrial chain maker, with a 10% market share. With over 150 years of history since Hans Renold invented the chain, today the group is selling to over 100 countries globally. Internationally it serves the agriculture, forestry and fishing, construction and machinery, energy, environmental, food and drink, manufactured products, material handling, mining and quarrying, and transportation ind ..read more

Two members of the Alliance family have popped up today as each having acquired 1m N Brown (BWNG) at 20p. Quite why the shares are unchanged this morning I have no idea. BWNG have openly disclosed that they are doing well. Where there is an interesting trading position lies in Shein seeking to list in London. This is irritating the sillies – hence the delays in this listing. What Britons seem not to know is that by breaking up deliveries from abroad into parcels below £135 no Vat is payable eventually by a British customer. This is an absurdly favourable advantage to Shein.  This is by no ..read more