• Five new Mid Cap Buy calls – TEVA (US), ENDP (US), KIE, MTRO & INTU

    August 10, 2019 | Posted by

    By Richard Jennings Clear warning upfront – each of these companies carry risk. They are unloved, oversold and resolutely out of favour! This very situation in investment is however the backdrop that creates extreme value – the fundamental tenet of risk v reward remains as true today as it ever was. Precisely because of these […]

  • US Generic pharma plays – Teva, Endo & Valeant – an abject lesson in capitulation

    November 2, 2017 | Posted by

    By Richard Jennings Everybody dreams of buying a stock at the low and selling at the high. When looking at a historic chart this always seems so simple in hindsight. Reality is somewhat different. Indeed, many stock commentators will tell you that it is foolish to try and pick a bottom (“brown fingers and all […]