Monday, 1 October 2018

Utilities: risk v. value.

Given the ongoing falls in UK utilities and the inertia effect it seems to having on my own portfolio, its interesting to read Citi's comments that much of the risk is now being discounted and value has appeared ( Downside for United Utilities now limited even if nationalised, Citi says).
Is this enough to sway investors and begin a fightback for these companies?

Melrose musings.

Given the current low level of global sentiment and its completed takeover of GKN, Melrose has starting to interest me today  ( Melrose happy to find 'no black holes' in GKN business). More musings and analysis needed.