Research for 2013

Market Commentary May 2013


Please find view 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 equalweight on equities, the [...]

Sell Smith & Nephew / Buy Shire


Today, we are recommending our clients to sell Smith & Nephew Plc and switch into Shire Plc. Smith & Nephew Plc has performed well since we added the stock as a 'special situation' in our model portfolio. We are now advising our clients to take profits as though the business is in reasonable shap [...]