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Investment Insights, 30 April

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Graham Spooner, investment research analyst at The Share Centre, looks at last week’s top buys and this week’s top tips.

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Graham Spooner, Investment Research Manager at The Share Centre, picks Smiths News as his share of the week.

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Bull and Bear – an optimistic and pessimistic view of investment news. Today’s stories: US economy remains a bright spot. The search for Mervyn King’s successor begins. The new trademark danger: brands hit Chinese hurdle.  Risky assets set for challenging times

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Across the world, the great and the good are rebelling. Well, maybe they are not all good, or indeed, great, but they make up that category of people one might describe as opinion formers. And in the last few weeks the anti-austerity tide has been gaining some pretty impressive momentum.

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Bull and Bear – an optimistic and pessimistic view of investment news. Today’s stories: What next for AstraZeneca? Samsung takes number one spot from Nokia. Spain sees credit rating slashed.  More doubts about a hard landing in China.

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I’ve been reading a brilliant interview view with John Sculley, that’s the man who was recruited by Steve Jobs to head up Apple, only to fall out with the Apple co-founder, ultimately leading to the dismissal of Jobs some time later. Actually, Sculley was very generous about the man he so famously clashed with. But it was one thing in particular that Sculley said about the Jobs vision which set me thinking.  And that brings me onto what I believe is the next industrial revolution, something that is occurring right now. It’s the opportunity of a life-time, and there is a lesson in the Steve Jobs story.

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The Forward Look, w/c 30 April

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Sheridan Admans, Investment Research Manager at The Share Centre, gives his thoughts on what to expect from companies announcing results w/c 30 April 2012.

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Bull and Bear – an optimistic and pessimistic view of investment news. Today’s stories: UK recession: the problem may be in packaging? More surveys contradict the hard data. US consumers still ‘upbeatish’. Evidence mounts that US housing market has hit bottom. Companies in the news: Rio Tinto, UBM, DS Smith, Bodycote.

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I have been seeing some pretty drastic predictions on the fortunes of Nokia. One article in the ‘Guardian’ suggested the Finnish company may be bust within three years. Is that right?

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Bull and Bear – an optimistic and pessimistic view of investment news. Today’s stories: UK may not be in recession, not really.Apple doubles profits, can its growth continue?  Son of Bo denies he drives red Ferrari.Over 50s have to work longer

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