Hume Capital Securities plc discuss UK retail growth in 2015

"Today the CBI stated that U.K. retailers saw good growth in sales in January and expect this to continue into February. Around 50% of retailers said that sales volumes were up in January, while 10 percent said they were down, giving a rounded balance of +39% with consensus estimate of +32%. Nonetheless, the sales volumes rose at a slower pace than in December, which benefited from bumper Black Friday sales."

Following the results of the Distributive Trades Survey – carried out by the Confederation of British Industry (CBI) – here at Hume Capital we talk U.K. retail, and growth in 2015.

Read the article, in full, right now on the Hume Capital Securities plc blog. 

Hume Capital Investment Diary - 28th Jan 2015

"With €60bn a month of fresh cash coming markets’ way, it was unsurprising equity had another huge week with European markets to the fore and hitting seven year highs. The FTSE was up 300 points in the week alone with BP, GKN RBS andTESCO leading the charge."

In this week's installment of the Hume Capital Investment Diary, we discuss changing weather, Germany, the Central Bank and the UK stock market.

Head over to the Hume Capital blog to read in full. 

Hume Capital Investment Diary - 21st January 2015

"Were they tipped off by Draghi about coming QE? Did someone have a vendetta against Nick Hayek (he of Swiss watchmakers’ fame) or did SNB boss Thomas Jordan have a grudge against Christian Lagarde (who complained that no one had told her or anyone at the IMF)? The truth is probably less prosaic. Since 2011 the SNB has spent €100bn buying over-priced euros."

Read more about the Swiss National Bank, and their decision to remove the Swiss franc’s peg to the euro right now in this week's installment of the Hume Capital Investment Diary.

Hume Capital Securities Investment Diary - 15th Jan 2015

"In financial markets 2015 is already off to a busy start. TESCO saw its shares soar 15% on “Drastic” Dave Lewis’s turnaround plan and the eurozone’s largest bankSANTANDER’s shares drop 10% as Ana Botin put to rest any fears of being a soft touch following the death of her father with a EUR7bn issue and a slashing of the dividend. Meanwhile in Asia, Li Ka Shing’s proposed restructuring of the family firm resulted in a $24bn deal to create a new entity CK HUTCHISON, in which all the group’s non-property interests will be held."

Read more about Tesco, CK Hutchison and other market news right now in this week's Hume Capital Securities Investment Diary.

Hume Capital Stock Watch: Taylor Wimpey

"Today’s expected update from TW is bullish and in a strong position. Results 3/3. 2015 is entered with ‘more balanced market conditions’ and a healthy and sustainable market is expected."

In the latest installment of Stock Watch, here at Hume Capital Securities, we talk Taylor Wimpey and the housing market.

You can read the article in full right now on the Hume Capital Securities blog.

Hume Capital Talk Cineworld in New Stock Watch Article

"This £1bn market cap stock has travelled well in 2014, having bounced from below 300p (having been 330p ish) not that long ago to a post Xmas price of 410p as the temporary concerns for ticket sales were sensible ignored."

Here at Hume Capital we talk everything Cineworld in the latest installment of our Stock Watch blog series. Head over to the Hume Capital blog to read more. 

Hume Capital Securities plc New Year Investment Diary

"So what about 2015? With the proviso that the old adage ‘’Forecasting is very difficult, particularly when it is about the future’’ persists, I think we can at least attempt to peer through the fog at likely probable outcomes"

In the latest installment of the Hume Capital Investment Diary, we take a look at what's in store in 2015, and talk deflation in Europe, commodity prices, global value and more. Read now on the Hume Capital Blog.