Ken Baksh – December Investment Monthly
In our December investment review, Ken discusses the macro picture in the US, Europe, China and Japan before looking at the effects of inflation. We then look at moves over the past 2 months before moving to the UK economy and issues such as consumer confidence, the trade deficit and Govt deficit, insolvencies and recession […]
October 2022 Investment Review – Alan Green talks to Ken Baksh
Former fund manager and market analyst Ken Baksh has over 30 years experience in the markets, and is widely respected for his insightful analysis and investing ideas. In the first of a series of monthly interviews with Alan Green, Ken offers his view on global economies before moving closer to home and asking whether the […]
Ian Pollard – Smith & Nephew; Knee Implants Stand Out !
Smith & Nephew SN is increasing its final dividend by 14% for the year to 31st December after revenue growth of 2% in the final quarter confirmed full year growth at 3%. Knee implants produced what it euphemistically describes as a standout performance driving growth for the whole group, plus double digit growth in emerging […]
Smith & Nephew Expects Full Year at Lower End Of Guidance
Smith & Nephew SN does not have much to say for itself in its third quarter update except that after a rise in revenue of only 3%, the outlook for the full year is that it will now be at the lower end of guidance range. TP ICAP plc TCAP admits that it is not […]
Smith & Nephew Raises Dividend 20% as Growth Slips
Smith & Nephew plc SN. proposes to increase its full year dividend by about 20% at current exchange rates following a fourth quarter fall in reported revenue of 3%. The CEO admits that 2016 growth of 1% in reported revenue was lower than the company wanted and blames market conditions in China & the Gulf […]
Curates Eggs For Breakfast Today
Morrisons MRW brings good news for the consumer if not for itself, with price deflation in the quarter to 1st May reaching 2.6% and expected to continue. Compared to quarter 1 2015 Morrisons has done well. Like for like sales this year were up by 0.7% or 1.2% including fuel compared to last years falls […]