Tele2 is called down -2-3% this morning…will be a nice entry point for these I think alot of people will probably want them lower but the potential bid/break up will hold them up Worst TMT performer this year but for good reason but the bid/break up is coming this year..BUY Further details… Called down…
Now is not the time to be delta exposed but to trade pairs or names into numbers or an event SKYD is a name that fits the bill. It has been under pressure since the turn of the year on above normal volumes Quality of content will eventually shine through like BSY… German consumer sentiment…
The stock has had a great run and although I still believe in the name for 2014 and my view hasn’t changed, I think over the ST with numbers on 4/2 it is time to take profits. Apparently the company has called round analysts and said numbers are a bit too high. We will reassess…
Nice 10% pull back this year I feel this is a decent entry level for a MT/LT play.. One of the big themes for this year i am seeing in numerous places is The Internet of Everything Google who are now undoubted leaders in internet Innovation and are making a big push in this area…
The deal with ISYS ends tonight, and the market is generally rewarding acquirors – as seen in MCK (down post CLS1 break) and AMEC (up post the preconditional bid for FWLT) Recent headlines such as “Sick Man Of Europe” is misleading in terms of construction. See chart below. Shows construction PMI bottoming after q1 2013…
I am closing the Sainsburys +4.20% ab/4.80% rel and Marks & Spencer for a small profit. Tesco is one I would be happy to run as I feel they are really stretching themselves in terms of products. They seem to be doing a bit of everything from tablets to Insurance and I can’t see them…
Short a basket of supermarkets for January SBRY sales on 8th Jan could well be the trigger Some big names are also jumping into this trade according to The Times Marshall Wace in Debenhams and Black Rock took a big short position in Marks & Spencer early in December. One or more of the UK…
Taper is on the tape finally. Taken well and it should be. Given us the clarity we needed. An eventual exit is in sight. Now hopefully it is back down to the fundamentals. Inflows into Europe will continue and i believe the macro improves and Europe out performs US In Europe it does not take…
BAE..weakness a chance to buy for 2014 UAE Rules Out Eurofighter Deal is clearly -ve for sentiment although not sure it was in many peoples numbers Still in negotiation with the Saudis on the price inflation agreement on ongoing contract. Still very likely that gets done in the next few months Looks more like a…
Compelling three-year plan starting 2014 Balance sheet improvements with early redemption of convertible and settlement of the Dutch Pensions Recently won IT services provision contract for the Olympic Games until 2024 The big catalyst for 2014 is the World Wide IPO Positive X-Read +ve from the Accenture call “We’re seeing signs of momentum across our…