Weekly Investment Bulletin on Saturday 06 March 10

• The Week in Review - Encouraging Signs
  Equity markets continued to recover and were bolstered later in the week by encouraging employment statistics from the US.... read more
  
  
• Can You Spot Asset Bubbles ? Part 3 - Property
  As I could not get hold of rental yield data, I am deferring the analysis of the Irish property market until next week. read more
  
  
• Allied Irish Banks - Increased Borrowing Costs Justified
  I'm no fan of bank management but when AIB flagged during the week that it was increasing borrowing rates the barrage of criticism missed the point and was unjustified. Here is why....... read more
  
  
• Man Group plc - Oversold or a Value Trap ?
  Man Group plc, the UK listed Hedge fund management company, has headed the UK FT 100 High Yield Approach for months now and currently offers a dividend yield of 12% - But can Man Group sustain the dividend or is this share the classic value trap ?........ read more
  
  
• TVC Holdings - 40% Discount to NAV
  Trinity Venture Capital morphed into TVC Holdings in 2007 and floated on to the stock market in July 2007, just ahead of the collapse in the Irish market. It is cash rich and looks significantly undervalued... read more
  
  
• Phaunos Timber Fund Update - A Second Bite at the Cherry
  We put a 'Buy' on the Phaunos Timber Fund as its share price was at a 30% discount to the cost of its forestry assets at a time when timber prices are recovering. Timber prices have recovered further since.... read more
  
  
• Quote of the Week- Jesse Livermore
  The infamous Wall Street trader Jesse Livermore made and lost three fortunes and had a great turn of phrase, one of which we explore this week....... read more
  
  
• Parent / Child Investment Seminar Special - Sat, 27th March, Dublin
  On Sat, 27th March, we are putting on a 1-day investment seminar where both parent & child can attend for the price of one. Passing on wealth has risks and it is better to educate your child before rather than after a nightmare like 2008.... read more
  
  

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