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Tony Reading

Tony spent most of his career in strategy and corporate finance, and now runs his own corporate development consultancy. He applies his professional approach to personal investing, preferring to analyse a company in terms of its market and competitive position as much as its financials. He is a firm believer in emerging markets, having worked extensively in Eastern Europe before it emerged. This means he also has an intimate grasp of the concept of risk, and how things might turn out differently from what was expected. He is equally interested in the parallel but more elusive concept of luck, and believes that one day there will be a unified quantum theory of the stock market to explain everything.

Management Changes Make Barclays PLC Investible Again

How managment changes will play out for investors in Barclays PLC (LON:BARC) More »

Why Bad News Is Good News For BAE Systems plc, Chemring Group plc & Avon Rubber plc

In praise of defence sector stocks such as BAE Systems plc (LON:BA), Chemring Group plc (LON:CHG) and Avon Rubber plc (LON:AVON) More »

Why GlaxoSmithKline plc Is More Like Unilever plc Than AstraZeneca plc

The investment characteristics of GlaxoSmithKline plc (LON:GSK) are more like Unilever plc (LON:ULVR) than sector peer AstraZeneca plc (LON:AZN) More »

The Real Reason HSBC Holdings plc Will Return To Hong Kong: Shareholders In Diageo plc And GlaxoSmithKline plc Take Note!

A common thread underlies thinking at HSBC Holdings plc (LON:HSBA), Diageo plc (LON:DGE) and GlaxoSmithKline plc (LON:GSK). More »

Why Royal Dutch Shell Plc Is Undervalued

Why Royal Dutch Shell Plc (LON:RDSB) is a dividend champion if not a value play. More »

3 Stocks To Ride Out Mayhem In May: British American Tobacco plc, GlaxoSmithKline plc And Unilever plc

British American Tobacco plc (LON:BATS), GlaxoSmithKline plc (LON:GSK) and Unilever plc (LON:ULVR) are excellent defensive stocks if there is market madness in May More »

10 Reasons Why Royal Dutch Shell Plc’s Bid For BG Group plc Is Great News For Shareholders

The combination of Royal Dutch Shell Plc (LON:RDSB) and BG Group plc (LON:BG) is good for both sets of shareholders More »

Why GlaxoSmithKline plc Beats AstraZeneca plc And Royal Dutch Shell Plc Beats BP plc For Your Last-Minute ISA

Pharma and oil are great sectors but GlaxoSmithKline plc (LON:GSK) and Royal Dutch Shell Plc (LON:RDSB) are better than AstraZeneca plc (LON:AZN) and BP... More »

What Top Gear Tells Us About Marks and Spencer Group Plc, Tesco PLC And Whitbread plc

The Jeremy Clarkson debacle has lessons for investors in consumer firms such as Tesco PLC (LON:TSCO), Marks and Spencer Group Plc (LON:MKS) and Whitbread... More »

BT Group plc And Vodafone Group plc Will Be Squeezed By This Mobile Merger

The merger of O2 and Three could hurt one of BT Group plc (LON:BT.A) and Vodafone Group plc (LON:VOD) More »

The 3 Top-Yielding Stocks In My ISA: HSBC Holdings plc, Royal Dutch Shell Plc And NewRiver Retail Limited

HSBC Holdings plc (LON:HSBA), Royal Dutch Shell Plc (LON:RDSB) and NewRiver Retail Limited (LON:NRR) are top payers my ISA. More »

Can Tesco PLC, J Sainsbury plc & WM Morrison Supermarkets PLC Survive The Discounters’ Onslaught?

What are the long-term prospects for Tesco PLC (LON:TSCO), J Sainsbury plc (LON:SBRY) and WM Morrison Supermarkets PLC (LON:MRW)? More »

2 Casino Stocks: Quindell PLC And Royal Dutch Shell Plc

How to triple your money with Quindell PLC (LON:QPP) and Royal Dutch Shell Plc (LON:RDSB), and no gambling! More »

Why Are Banks So Cheap? Barclays PLC, Lloyds Banking Group PLC, HSBC Holdings plc & Standard Chartered PLC Are In The Bargain Basket

Lloyds Banking Group PLC (LON:LLOY), Barclays PLC (LON:BARC), HSBC Holdings plc (LON:HSBA) and Standard Chartered PLC (LON:STAN) are the cheapest stocks in the FTSE More »

How BT Group plc Could Be Broken Up To Create The National Grid plc Of Broadband

A break-up of BT Group plc (LON:BT.A) could create a stock like National Grid plc (LON:NG) More »

George Osborne’s ISA Illusion, And Why It’s Still Better To Invest In The FTSE 100

Despite the Budget tax changes, a FTSE 100 (INDEXFTSE:UKX) tracker still beats cash hands down More »

Why BHP Billiton plc & Rio Tinto plc Are Acting Like The Saudis (And How You Can Make Money From It)

BHP Billiton plc (LON:BLT) and Rio Tinto plc (LON:RIO) are playing a long game More »

Why I Took A Bath On Barclays PLC But Dived Into Royal Dutch Shell Plc

Why one Fool sees Barclays PLC (LON:BARC) as a sell and Royal Dutch Shell Plc (LON:RDSB) as a buy More »

Why Warren Buffett Wouldn’t Choose A Cash ISA

Investments in stocks like a FTSE 100 (INDEXFTSE:UKX) tracker are safer than cash in the long run. More »

3 Digital Media Winners: WPP PLC ORD 10P, Daily Mail and General Trust plc & SKY PLC

How WPP PLC ORD 10P (LON:WPP), Daily Mail and General Trust plc (LON:DMGT) and SKY PLC (LON:SKY) are exploiting the digital world More »