Everyone is naturally concerned by Russia’s operations in the Crimean region of the Ukraine, but as investors should we be buyers, not sellers? Owain Bennallack talks cheap Russian stocks with Nate Weisshaar and Mark Rogers. The team also consider a mega-merger that’s created a banana behemoth, take a whirlwind tour through half a dozen upcoming IPOs, and highlight three shares that they think could be attractive right now: BP (LSE: BP) (NYSE: BP.US), Raven Russia (LSE: RUS) and Taylor Wimpey (LSE: TW).
Could World War 3 Curb Your Returns?
Owain Bennallack talks cheap Russian stocks with Nate Weisshaar and Mark Rogers.
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Published Owain is a magpie of the investing world -- and not because he gets into a flap. Almost any style of investing might suit him, depending on the bigger picture, and he's held all sorts of companies. Paraphrasing Keynes, he says: “When the market changes, I change my mind -- what do you do?”
That said, Owain is usually a buyer of equities, where he prefers lightly geared, modestly rated companies, and is increasingly on the lookout for Buffett-style intangible quality. He aspires to buy-and-hold: his best investment ideas are worth much more than he sold them for. Then again, his worst investment went bust due to management fraud!
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