Hello Share Shufflers. Happy are those who managed tickets for Tom’s Sharestock event on Saturday. The timing is impeccable with many analysts, including this very old one, predicting fit action in share prices for the rest of the year. Here’s one company which, seemingly rather surprisingly given the present circumstances, might do better than most.
Hello, Share Markers. You may be aware of my support for housebuilders in these odd times. Some pessimists warn that house prices will fall in a general recession. That would cause builders’ shares to slide, but I’m fairly confident, for reasons given in previous articles, that the opposite will be the case as the virus falls away...
I cannot believe it was sixteen months ago that I was writing about the housebuilder Redrow (RDW), loving up the entrepreneurial fervour of the soon-to-be retiring (for a second time) founder, and observing: 'The trouble with 'help to buy' and other initiatives is that despite all the good intentions in helping younger people to get onto the housing ladder, it just deepens distortions and takes the housing market another step away from a proper market clearing level - which is why I refuse to buy/hold the sector and still remain fearful and bearish towards it.'...








