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Market Comment - July '14

July 2014

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

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We have focused on a valuation extreme, the Puritan view, where doom and gloom predominates but there are other points of view, from perfectly respectable sources, which can’t be ignored.  These are the Cavaliers, a happy bunch who feel the over-valuation argument is over-done. The Cavaliers say that the valuation method used by the Puritans (cyclically-adjusted price earnings ratio) is at best a blunt instrument. More sensitive measures suggest the markets are merely at historical averages. As such there is plenty of upside.In particular, the amount of money washing around the globe and looking for a home is growing and could grow substantially more.  It isn’t all about the US.  Much more Japanese QE could come ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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