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Market Comment - September '16

September 2016

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.

Start with a quick aside. You might recall that last time we referred to the FT (amongst others) struggling to cope with Brexit. Today the online FT persists with a Hollywood-style banner headline: “Brexit - The Aftermath”.  Less prominent on that same page is a new Brexit-related headline “Apocalypse No” – so they have at least retained a sense of humour!Notable in the last month is outperformance by the housebuilders, a number on chunky yields that don’t appear to be under threat. For example, Berkeley Group still has a yield in excess of 7%. This raises an interesting question.Would you rather a buy-to-let property or a property builder?  In London the yields on the former, aft ...

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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.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X

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