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Sex (Allegedly), Lies (Allegedly) And Videotape

The team discuss whether revelations about a covertly filmed sex tape really matter to Glaxo.

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Owain Bennallack
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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Owain Bennallack is joined by Mark Rogers and Nate Weisshaar to discuss whether revelations about a covertly filmed sex tape really matter in the long-running fraud saga faced by GlaxoSmithKline (LSE: GSK) in China.

The scandal continues with a look at the latest allegations leveled at embattled bank Barclays (LSE: BARC), before the team moves on to calmer waters to consider whether the higher annual allowances now in force for ISAs make them superior to pensions.

Plus three shares the team are watching right now: Rightmove (LSE: RMV), Ocado (LSE: OCDO) and Berkeley Group (LSE: BKG).

Should you invest, the value of your investment may rise or fall and your capital is at risk. Before investing, your individual circumstances should be assessed. Consider taking independent financial advice.

The Motley Fool has recommended shares in GlaxoSmithKline.

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