Stockopedia articles by 2210

Movers amp; Shakers: BP, Rockhopper, Flash Crashes, PIIGS and Elections

Dave Brickell — Fri, 14 May 2010 15:29:08 +0100

Big News in Oil and Gas

Since our last letter, BP's troubles continued in the Gulf and may scupper the White House offshore drilling plans. The best technical coverage of the crisis that can be found online has been compiled here by our resident drilling experts. Fat Prophets believe the cost of the Deepwater Horizon spill to BP could be as high as $15 billion while Investors Champion makes a strong case for it being an unprecedented buying BP opportunity. The other big oil news has been Rockhopper Exploration's confirmation of an oil discovery at its Falklands Sea Lion prospect. The stock rocketed from 37p to 250p+ in days as brokers hurried to upgrade their numbers. Fox Davies published an update and Proselenes gave his views on relative Falklands valuations.

SOCO International was actively discussed rallying 8%+ on news of broker upgrades from Goldman Sachs and Morgan Stanley just weeks after our in-depth interview with Roger Cagle. Doverbeach reported that Serica...

Movers amp; Shakers: Oil amp; Gas, Mining and the coming Sovereign Debt Crisis

Dave Brickell — Fri, 30 Apr 2010 17:56:58 +0100

Dave Brickell wrote:

A summary of the latest stock ideas and global insights from the Stockopedia Community.

Markets amp; Macro

Nils Jensen argues strongly that the UK is in a balance sheet recession and that household de-leveraging has much further to run. He examines 5 recommendations for investing in a structural equity bear market. Tim Price asks irrespective of who inherits the Brown whirlwind, where we will find the political will to cut the national debt before a crisis? Oilguy is anxious that we are entering an era with no global reserve currency, Naked Capitalism reviews the recent Senate interrogation of Goldman Sachs, while Andrew Butter analyses what the SEC may have missed in its attack on the quot;vampire squidquot;.

One technical analyst, Robert Newgrosh, stands firm with his prediction that the FTSE is going to 10,000 by 2012 but Larry Pesavento, the pattern recognition expert who uses astrological patterns (!), saw last weekend as a major market turn date, as big as...

Update: Soco, Master Investor 2010 and the Art of Investing

Dave Brickell — Thu, 01 Apr 2010 12:42:15 +0100

Dave Brickell wrote:

Ask your Questions to Soco International

Following our recent interview with African Aura Mining, we will be conducting a podcast interview with Soco International (LON:SIA) 's CFO, Roger Cagle, on Wednesday 14th April. In a somewhat novel format for UK media, we are asking you our users to ask and vote on the most important questions to be answered by the management. Questions may be submitted and voted on by clicking this link until Friday 9th April, 2010.

New Release

As you will have seen, we have just released a new version of Stockopedia. We've radically simplified the navigation of the site to hopefully make it easier to find the most interesting content.

The key to the new site is the new activity stream. You can see an introductory video on how to use it here.

Stockopedia aims to deliver you a personalised stream. Follow the investing topics, companies and contributors that interest you around the...

Who is looking after equity markets for growth companies?

Dave Brickell — Wed, 31 Mar 2010 17:07:06 +0100

Dave Brickell wrote:

The Quoted Companies Alliance has set up a petition for a working group to design an appropriate structure for UK equity markets on the 10 Downing Street website. If you support it, please click here to add your name to the petition by the deadline of April 11th.

We request that the Government set up a working group to design an appropriate structure for equity markets. There are a series of measures being promulgated that will greatly affect how the UK’s markets function, including the Prospectus Directive (for companies wanting to raise public money); the FSA's introduction of Standard Listings for UK companies; and confusing tax rules for CGT taper relief, SIPPs, VCTs, EIS and IHT relief. These could lead to a situation that significantly impairs the attractiveness of the UK’s dedicated growth markets (AIM and PLUS-quoted), where smaller companies currently go to seek vital funds, at a time when banks are reluctant to lend to them.

Background

The Quoted Companies Alliance (QCA) has called on...

Movers and Shakers - 16th February 2010

Dave Brickell — Tue, 16 Feb 2010 18:48:51 +0000

Dave Brickell wrote:

A summary of the latest stock ideas and global insights from the Stockopedia Community. Please help us by taking our quick 60 second survey!

Markets amp; Macro

The burning macro question has been whether the Greek situation could presage a new era of sovereign risk. Yves Smithasks whether the European banking system could survive a Greek Default. Andrew Buttertakes a more robust view, suggesting that maybe it's time we kicked Greece out of the EU anyway and that it would be foolish to bet against US Treasuries and an American recovery.

In his podcast with Dominic Frisby, Robert Prechter speculates that the Dow could go to triple digits. Nils Jensen's If PIIGS Could Fly argues that it was naïve to believe that a crisis so profound would go away, however seductive the recovery may have been, while technical analyst, Robert Newgroshsees this retrenchment as just the end of the first phase of the bull market.

New Content Partnerships

We are delighted to announce further...

Stockopedia Articles Now Available on Bloomberg

Dave Brickell — Fri, 12 Feb 2010 15:54:26 +0000

Dave Brickell wrote:

Hi All, we are pleased to announce an important content syndication partnership with Bloomberg. Traders and Investors who use Bloomberg terminals to monitor their portfolio will now have ready access each day to a selection of some of the best content from Stockopedia.

Bloomberg is well known for its News division, but the terminal also aggregates many other sources, now including Stockopedia. Investors can filter those sources by topic, categories or companies.

Going forward, if you write relevant content on stocks and investing which is promoted to quot;Published Articlequot; status, this will be accessible by traders and fund managers browsing for those topics on their Bloomberg terminals.

Getting Started

If you have a Bloomberg terminal, try typing NH BLG_STOCKOPEDIA , or simply typing “Stockopedia” in the command line and select from the autocomplete and you’ll see the key recent headlines from the Stockopedia News and Article Platform.

You can then click into any individual item in this list, and it will take you to Stockopedia via a Bloomberg web browser.

The system also lets you filter the stream by a...

Movers amp; Shakers - January 22 2010

Dave Brickell — Fri, 22 Jan 2010 15:14:22 +0000

Dave Brickell wrote:

A summary of the latest stock ideas and global insights from the Stockopedia Community.

Markets amp; Macro

Since our last newsletter, there's been a fair bit of crystal-ball gazing amongst our Contributors. It's that time of year. Edward Harrison reflects on the implications of 2009 concluding that our political failings will likely mean that the next decade will be one of sub-par global growth with fits of recession. John Mauldin, tracking economic fundamentals, see a highly uncertain outlook for 2010 while Robert Newgrosh, possibly the UK's most accurate technical analyst in 2009, set out the long term bullish stall by arguing that the FTSE could rise to 10,000 by 2012.

Clive Corcoran articulates some compelling views across the major asset classes, from Japan equities to forex, in what lies ahead for investorsnbsp; and Dominic Frisby has shared a series of Economic Predictions via podcast: Part 1, Part 2 and Part 3.

Oil amp; Gas Focus

The big sector news of late has been