Research for 2013

Market Commentary March 2013


Please find this month's Market Commentary newsletter which contains our view on the stock market based upon fundamental and technical analysis along with some recommended investments for the current market. Since our last market commentary, in which we remained negative on the markets and advise [...]

Sell Prudential / Buy Aviva


Today we are advising our clients to switch from Prudential to Aviva. Prudential has had a great run of late. The stock is up 30% year-to-date and 13% since the evening before the FY12 results were published. The stock is trading on a 2.9% yield and 1.4x Price/EV (enterprise value), a premium sec [...]