Hints and tips:
...Jay Newman was a senior portfolio manager at Elliott Management and is the author of Undermoney....
...By contrast, Julian Roberts, an analyst at Jefferies, said he believed investors “are probably right to think that [Burford] can get a majority of the settlement recovered”, although it might take “another...
...John Campbell, an analyst with bank Jefferies, said that results last week from Nearmap showed that the company was confident of achieving positive cash flow in fiscal 2024, which would have strengthened...
...BUY: Bellway (BWY) The housebuilder believes annual completions can hit 18,000 later in the decade, writes Alex Newman....
...Jefferies analyst Sandy Morris believes fears over US defence spending have been overdone and “[t]he market just needs to stop looking for trouble, in our view”....
...BUY: Persimmon (PSN) Despite continuing sector doubts, there is no escaping the housebuilder’s huge profitability, writes Alex Newman....
...The net effect, according to analysts at Jefferies, could be a 5 per cent fall in revenues this year....
...Innovations such as “cold infusions” offered by the likes of Twinings can fetch six times the price per bag of standard black tea, Tom Newman, senior analyst at Nielsen, said....
...It remains to be seen how investors will react, writes Alex Newman....
...Jefferies said BP was helped along by an effective tax rate of 34 per cent, compared with its estimate of 40 per cent....
...And that’s what Apple has capitalised on,” said Atul Goyal, analyst at Jefferies. Mobile payments are the latest example....
...Analysts at Jefferies said on Tuesday that the payout was “likely to be postponed again until economic capital improves”....
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