venture

I covered JD in May. It had been a high-growth company that had sunk to a low valuation, with a strong balance sheet and strong cash flow. The situation required a little patience, but the recent stimulus package in China unleashed a strong rally. JD.COM The stimulus packages seem

Issue 45; The bull market in precious metals continues. In recent weeks, gold has shrugged off both rising bond yields and a recovery in the dollar. This is a change of behaviour from the years past, as investors come to realise they are underweight in a sector they need to

Issue 44; After much consideration, there will be a new development in Venture whereby holdings will either be reassessed or exited after a year. Great opportunities that need more time will have it, but for situations that have stagnated, it will be time to move on. This will help keep

PLUS was added to Venture last December and has performed well. PLUS500 Group The investment case was based around a low valuation with strong cash flow, dividends and buybacks. The shares had been depressed, but that is no longer the case.

Issue 42; The price of gold has been strong, driven by many factors, including rate cuts, increasing money supply, investor demand, inflation, a weakened dollar, and the central banks’ demand for an alternative to US treasuries. The big money is behind this trend, meaning that this gold bull market is

Issue 41; In a recent piece, I made the case for why the junior gold mining and exploration stocks would run as the price of gold kept on rising. It takes a lot to get a gold bull market started, but once it’s off, it can keep on going