Martini
- 13 Jun 2004 14:28
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Calendar: United
Kingdom |
 |
United States |
 |
Europe & World |
Interims
CPC : Capcon Holdings Finals
CAR : Carclo
CRE : Creston
HHR : Helphire Group
MJW : Majestic Wine
MYW : Merrydown
RST : Radstone Technology
TDM : 3DM Worldwide
WKP : Workspace Group Economics
UK PPI (0930 BST) |
Company
Falcon Products (FCP)
M&T Bank Corp (MTB)
Metal Management Inc (MTLM)
Optical Cable Corp. (OCCF)
Quiksilver Inc. (ZQK)
Riverstone Networks Inc.
Standard Microsystems Corp. (SMSC)
Stuart Energy Systems (C$)
URS Corp. (URS)
Vail Resorts Inc. (MTN)
Williams Industries (WMSI)Economic
1.30 pm BST Retail Sales
1.30 pm BST Retail Sales ex-auto
7.00 pm BST Treasury Budget |
EconomicAwaiting data |
Martini
- 13 Jun 2004 14:28
- 3 of 46
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SUNDAY TIMES
- The M&S/Philip Green bid: the next few weeks will
see how the retailers shareholders can reach
agreement about whether they are better off with or
without Mr Green.
- Easyjet has management credibility problems and a board
director or two may be in for the chop
- Should you buy shares in Paragon - yes
- Motor insurer Cox has a new CEO; maybe he can rebuild
the share price
- Odd that William Hill CEO David Harding has sold almost
his entire stake. |
SUNDAY
TELEGRAPH- Lets see how Marks & Spencer boss
Stuart Rose shapes up when Philip Green puts his cash and
shares on the table; I think 380p a share is nearer the
mark.
- Gordon Brown has taken the fruits of growth and given
them to the disadvantaged without fomenting economic
crisis; but he must move on soon
- Cazenove/Barclays the former wont let
Barclays buy it
Equity View:
- Johnson Mathey buy, Pendragon buy,
Hampson Industries buy, Provalis buy,
Synstar buy, Royal Bank of Scotland
undervalued
Taking Stock with Edmond Jackson:
- One of the classic dilemmas of investing is that
speculative firms attract the most share price activity
- Mitie is sound value; Helical expect profits to
progress back to 20 million;
Sanctuary - continue to avoid but a bidder may appear |
OBSERVER
Throg Street:
- BT to buy now would be folly
- Reuters got to prove it can rebuild; a price war
could be ahead
- Engineer Cookson the shares have had a good run
but no longer offer value
- The Cable & Wireless chairman isnt getting on
too well with its CEO so rumour has it. They both have
different visions of the future
- Interview with new ProShare boss Michelle Doughty
- Interview with IBM boss, Sir Michael Bishop |
MAIL
ON SUNDAY
Lisa Buckingham:
- M&S shareholders must ask if their cash would be
better invested elsewhere than with sticking with Stuart
Rose
- Sir Chris Gent undoubtedly has the ability to help
steer GlaxoSmithKline through difficult times. How
unfortunate that he looks somewhat tainted by his
farewell package from Vodafone
Midas:
- Just sit back and enjoy Belhavens record growth
Taking Stock:
- At the International Monetary Conference last week
Lloyds TSB chairman and Barclays boss warned that
unless UK banks were allowed to get together they would
be vulnerable to foreign predators |
THE BUSINESS
- The Daily Mirror/City Slickers Case the DTI has
been too slow investigating this one
- Without the massive clout that Time Warner and Disney
can throw behind a film, surviving will be a struggle for
up-for-sale MGM
Inside the Market:
- Speedy Hire buy. Knowledge Technology Solutions
remains speculative |
SUNDAY EXPRESS
- Stuart Rose at M&S has orchestrated a virtual
takeover in a very short time. But expect Philip
Green to make a better bid proposal this week
- Can Luqman Arnold get Abbey out of the woods? He may
just be the man to pull it off
THE SUNDAY EXPRESS
- Stuart Rose at M&S has orchestrated a virtual
takeover in a very short time. But expect Philip
Green to make a better bid proposal this week
- Can Luqman Arnold get Abbey out of the woods? He may
just be the man to pull it off |
INDEPENDENT
- Marks & Spencers Stuart Rose is preparing to
ditch LifeStore and this could enhance his chances of
shutting up Philip Green
- Easyjet chairman Sir Colin Chandler says there will be
no board changes. The screams from the airline's
shareholders may change that
- Vodafone has all but ruled out its option to make
Verizon Communications buy its stake in Verizon Wireless.
Shareholders may take a different view
- Analysis: Stelios Haji-Ioannou. |
INVESTORS
CHRONICLE
Tips:Buy: Buy
Provident Financial (PFG) at 664p - Abbot (ABG) at 175p - Carrs Milling (CRM) at 332p - Compass Finance (CAF) at 71p.Sell: Greggs (GRG) at 33.70 - MonsterMob (MOB) at 91.5p |
SHARES MAGAZINE
Plays of the Week:Buy: Quintain Estates (QED) at 420p -NetBenefit (NBT) at 56.5p - Dmatek (DTK) at 81.5p |
Martini
- 13 Jun 2004 14:28
- 4 of 46
Many thanks to The Playboy for being this weeks Thoughter.
After the long weekend in the US things should bet back to normal Monday.
I have been chatting to Bullshare and saying there most be an easier way to get the basics of this together and he has had the guys have a look at what can be done.
I will get it shown to you folks for comment before changing the current format.
Please let me know if I have made any major mistakes in the information.
I can now go read the papers and potter in the garden
Good Hunting next week
Pottering of Oxon
stockbunny
- 13 Jun 2004 14:45
- 5 of 46
Much thanks Martini for the above and to Playboy for thoughts - interesting
stuff. Martini I am sure the decimal point is in the wrong place for
the divi on SVT on the ex-div section above.
Enjoy your pottering!!!
Martini
- 13 Jun 2004 15:04
- 6 of 46
stockbunny
Thanks - I have changed it
Best Regards
M
supervisor
- 13 Jun 2004 15:47
- 7 of 46
Many thanks martini and playboy,find this a must read on a sunday so thanks again.jen
extrovert
- 13 Jun 2004 17:13
- 8 of 46
yep, many thanks to martini, playboy and everyone concerned who provide good information
extro
jj50
- 13 Jun 2004 18:48
- 9 of 46
Evening all. Special thanks to Martini and the Playboy for all the info. Hope you had some time left to enjoy the weather Martini. Regards j
Big Al
- 13 Jun 2004 22:43
- 10 of 46
Evening all.
Have done very little research up to this point, but do tend to concur with TP. Still not sure the US has made enough headway to confirm the break of the flag, but some "goodbye Ronnie" feelgood stuff tomorrow may well see the job done.
Currently carrying longs on JKX and AZM. Got a couple of other targets to hit early tomorrow if I see any follow-through. However, Monday is never my best day and got a couple of things to sort out so might not be as active.
Have a good week.
Al
;-)
Mega Bucks
- 14 Jun 2004 06:51
- 11 of 46
morning campers.
zarif
- 14 Jun 2004 06:53
- 12 of 46
morning all.
Lot of early birds today. PB thanks for your thoghts.
rgds
zarif
ThePlayboy
- 14 Jun 2004 07:13
- 13 of 46
Many thanks for the thanks, will hopefully prove accurate if not useful:)
roma
- 14 Jun 2004 07:36
- 14 of 46
Morning all
Insider trader
- 14 Jun 2004 07:43
- 15 of 46
Morning all.
jj50
- 14 Jun 2004 07:52
- 16 of 46
morning all
Fundamentalist
- 14 Jun 2004 08:15
- 17 of 46
mornin all
Big Al
- 14 Jun 2004 09:01
- 18 of 46
Morning.
Missed a couple of early movers, but trigger finger never good on Mondays! ;-)
Have a good day.
Douggie
- 14 Jun 2004 09:12
- 19 of 46
mornin all
Big Al
- 14 Jun 2004 09:15
- 20 of 46
Long MRS 237
jj50
- 14 Jun 2004 09:19
- 21 of 46
Big Al - you'll have to work out a warm up programme for that trigger finger! In reply to earlier question, I was away in April. See BHG small rise again today, I like to support the local product!
Have a good day.
Big Al
- 14 Jun 2004 09:32
- 22 of 46
jj - tell me about it! ;-)
MRS going well though, so happy there.