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The share tips of the year from Joanne Hart in the Mail on Sunday Midas column are interesting. I look back on the days when I worked with Jo and then review the three tips: Allied Minds (ALM), Elegant Hotels (EHG) and Telford Homes (TEF) which I kind of think are all macro calls as much as company specific ones.
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Comments
andrew
Perennial question on overseas assets listed in the UK:-
elegant hotels – are you sure the hotels are really worth 250m US…
paul
Blimey, I agree with Tom on something!!!
House prices, way overvalued. Interest rates will rise, people over extended will be squeeze, -20% correction IMO over next 2 years. People who believe 0% interest rates are the norm, take a look back at history.