Closing Short ABF, Running MKS Crazy morning in ABF We will buy back our short at 2660 or better this morning and book a 3.39% return Was hoping for alot more after the lack of growth in numbers Don’t mess with Primark the lesson today Mon, 03 Nov 2014 11:54 Over to ABF…
Cashing in the vouchers Post very average numbers we thought the technical selling would start as per our thoughts in mid September. We are 4% higher now. So although we still believe the company has structural issues we will book profits. Currency headwinds are easing in south America and ongoing euro weakness will also benefit…
Over to ABF tomorrow Most people seem to have massive faith in Primark to avoid any weather slowdown We would stay short into numbers tomorrow Then over to MKS on Wednesday Wed, 29 Oct 2014 07:49 Next called down 3-5% Poor numbers but we knew about Q3 The Q4 cut is a surprise.Should…
Closing Sanofi long, -3%. Completely spooned it over these numbers and CEO fiasco. Had traded nicely since March. EPS D/G Tuesday • 28 October 2014 • 09:51 PS d/g fine on this but not this much. Growth in diabetes (lantus) is fine and Sanofi been going the right way for the last few yrs…
Next called down 3-5% Poor numbers but we knew about Q3 The Q4 cut is a surprise.Should weigh on MKS and ABF this morning Tue, 28 Oct 2014 13:47 Short trading call SHORT MKS and ABF into NEXT numbers tomorrow Weather related warning is coming tomorrow from Next, has been far too…
Short trading call SHORT MKS and ABF into NEXT numbers tomorrow Weather related warning is coming tomorrow from Next, has been far too warm in the UK
EPS d/g fine on this but not this much Growth in diabetes (lantus) is fine and Sanofi been going the right way for the last few yrs and positive FX tailwinds to come through in Q4 for me Down 7% I would buy them.The Q+A at 1.30 will be key One of our longs since…
Great Numbers & CC Great numbers from Shire – CC went well They are on the road next week and we are likely to see a lot more bullishness around them. Currently +6% Run this into next week as the road show will add momentum Tue, 21 Oct 2014 13:58 SHIRE: Buy into numbers Friday…
Adidas is a business with a huge margin expansion opportunity, and, a plan to realise that opportunity. Management made the targets public in 2010 as part of the “Route 2015” strategic business plan. The plan aims to increase sales by 50% from 2010 levels, to EUR 17bn by 2015. The plan targets an operating margin…
SHIRE: Buy into numbers Friday US arbs back in selling this afternoon. Has been the daily pattern Deal with AbbVie is dead and most likely any other deal ST however much Paulson begs! However still think they are a buy . Fundamentally one of the best stocks in space Cheapest multiple for the growth They are…