Research Reports - Week 15 March 2010
Palm Disappoints
US Pre-market Patrol - 19 March 2010 - 01:44 PM
There currently appears to be something of a divergence between the strength of the dollar / weakness of Sterling and the Euro, and the rising stock marketLloyds Jumps 10%
Trader's Diary - 19 March 2010 - 11:55 AM
Lloyds Banking (LLOY) led the FTSE100 to new 21 month highs, as the fundamental outlook for the part nationalised back has apparently taken a distinct turn for the betterJobs Boost For Gordon Brown
Weekly Market Watch - 19 March 2010 - 11:33 AM
The Labour government now has a second economic event which it can count as a fortunate and well timed development. The first was certainly the Q4 2009 GDP figure of 0.1%, which marked the end of the recession. The second is the biggest drop in unemployment for over three years, as total unemployment for the three months to January fell by 33,000 to 2.45mBuy Persimmon
Galvan Chart Breaker - 18 March 2010 - 05:32 PM
With falling debt levels, a firm and improving housing market and M&A speculation, Persimmon looks very well placedCPI On Tap
US Pre-market Patrol - 18 March 2010 - 01:50 PM
The US equity markets are currently standing firm in the face of a number of possibly negative developments, not least the prospect of Greece seeking help from the IMFGlobal Strike Threat At British Airways
Trader's Diary - 18 March 2010 - 12:30 PM
While the British Airways strike avoidance strategy hits turbulence, public sector net borrowing is lower than estimatesLloyds Banking Group (LLOY)
Special Situations - 18 March 2010 - 09:28 AM
Before the credit crunch, Lloyds was called the dullest bank in the world. It's not any more. The disastrous decision to takeover HBOS ripped a gaping hole in Lloyds' balance sheet that is still being repaired. What does the future hold for the most widely held share in Britain?Fed Boost
US Pre-market Patrol - 17 March 2010 - 01:40 PM
While traders were hardly sitting on the edge of their seats ahead of the FOMC announcement yesterday, it is nevertheless a relief that no changes were made to the flat forward interest rate scenario for the foreseeable futureBuy PartyGaming
Galvan Chart Breaker - 17 March 2010 - 12:12 PM
The buy argument at PartyGaming is no longer a punt, and is backed by solid fundamental and technical factorsJobless Plunge
Trader's Diary - 17 March 2010 - 11:17 AM
The report of the biggest jobless drop since 1997 clearly has significant political ramifications, as well as sending Sterling soaring this morning.Fed On Tap
US Pre-market Patrol - 16 March 2010 - 02:01 PM
The US market seems to be on an even keel ahead of the latest Federal Reserve announcement on interest ratesSure Of Shell
Trader's Diary - 16 March 2010 - 12:25 PM
Royal Dutch Shell lifts production targets and along with the sector, helps push the FTSE100 higher.Sell Carnival
Galvan Chart Breaker - 16 March 2010 - 11:24 AM
Galvan Research believes that Carnival may have overestimated the strength of its market in raising prices nowDouble Dip Warning
US Pre-market Patrol - 15 March 2010 - 01:59 PM
The increase in China-influenced newsflow appears to be gathering momentumBAE On The Offensive
Trader's Diary - 15 March 2010 - 12:41 PM
Rightmove data shows house prices are stagnating, while defence contractor BAE Systems has a final throw of the dice for the Scout armoured vehicle.Buy Vedanta Resources
Galvan Chart Breaker - 15 March 2010 - 10:33 AM
Vedanta Resources remains a key play, and will benefit from the hefty RBS price target hike