A Grade share ramping from Big Dave Lenigas – the great man takes to facebook to discuss Greatland Gold
The support services and related sector has had a shocker over recent years and now it appears that two of the remaining (and i use the phrase in an ironic fashion) leading lights - Babcock (BAB) and Serco (SRP) are potentially set to merge, at least as per deadwood press suggestions.
Even Bill Gates has not been immune to a few bad headlines in his wildly successful corporate life. His point is well made, however, and is deeply applicable to the stock market. One of the hardest aspects for anyone – beginner or experienced investor – to fully appreciate is the role of expectations or to put it more simply: what is factored in already. One of the best ways to gauge what is factored into a share price currently is to look at the reaction to what – at first glance – is a good or bad news headline. And this brings us to Serco (SRP).
Which two recent managerial appointments for companies in or close to the FTSE-100 have the scope to really surprise? Serco (SRP) and RSA Insurance Group (RSA) look like the most likely candidates to me, as I explain below.
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