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  • Battered Mining Sector Presents Good Entry Point For Investors [View article]
    Book value can be adjusted on write downs. The mining sector is probably the one sector I would not touch the most. PMI data out of China today further dampened the mood for commodities and I would expect this may continue for the foreseeable future as anaemic growth remains. Miners are effectively a leveraged play on the commodity market and as inventories continue to remain high for a number of major metals, restructuring and cost management can only do so much.
    Apr 23 04:57 PM | Likes Like |Link to Comment
  • Crude Oil: Has The Market Priced It Correctly? [View article]
    You are correct, although it is hard to factor in geopolitical risks as these usually result in front month oil price spikes rather than long term rises. OPEC have and will continue to control supply based on the price of oil and any significant fall would see this happen. However, OPEC oil is usually produced at a much lower price ($10-25 a barrel) and as such provides them with much more flexibility.
    Apr 22 05:13 PM | Likes Like |Link to Comment
  • French Equities - A Great Long-Term Investment [View article]
    Not sure about those figures, although you are correct that pre tax profits can be misleading, however Michelin have consistently had solid results, 2012 results showed operating income was up 25% from the year before and the company has more than €1bn in free cash flow; a sturdy balance sheet.
    Apr 18 05:00 PM | Likes Like |Link to Comment
  • Short France? [View article]
    Long France:
    Apr 17 12:08 PM | Likes Like |Link to Comment
  • Gold's Biggest Downfall Since The 1980s: Investors, Don't Panic! [View article]
    What fundamentals are strong?
    Apr 17 05:00 AM | Likes Like |Link to Comment
  • How To Capitalize On The Rise Of Emerging Markets [View article]
    You are correct, thanks for the correction.
    Apr 16 02:21 AM | Likes Like |Link to Comment
  • Where To Invest When Yield Is Scarce [View article]
    Carney has not talked about introducing a new inflation target, rather he has opposed having any inflation target and rather looked to target a nominal GDP growth.

    As far as Japan goes, whilst the currency as depreciated by 17% the equity markets have risen double that, so net gain is still better than any other equity market.

    There are many companies listed in both the UK and Japan that offer significant yield in excess of 5% per annum and you will be hard pushed to find quality stable EMD that yields higher. Whilst you mention currency risk as an issue a number of mutual funds will offer hedge currency funds to remove this.

    Yield is still out there, you just need to be sensible on where to look and how to implement it within your portfolio.
    Apr 15 07:30 AM | Likes Like |Link to Comment