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Tony Reading

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.

Recent Articles

Investing Articles

Management Changes Make Barclays PLC Investible Again

| Tony Reading

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

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Investing Articles

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

| Tony Reading

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

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Investing Articles

Why GlaxoSmithKline plc Is More Like Unilever plc Than AstraZeneca plc

| Tony Reading

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

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Investing Articles

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

| Tony Reading

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

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Investing Articles

Why Royal Dutch Shell Plc Is Undervalued

| Tony Reading

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

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Investing Articles

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

| Tony Reading

British American Tobacco plc (LON:BATS), GlaxoSmithKline plc (LON:GSK) and Unilever plc (LON:ULVR) are excellent defensive stocks if there is market…

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Investing Articles

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

| Tony Reading

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

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Investing Articles

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

| Tony Reading

Pharma and oil are great sectors but GlaxoSmithKline plc (LON:GSK) and Royal Dutch Shell Plc (LON:RDSB) are better than AstraZeneca…

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Investing Articles

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

| Tony Reading

The Jeremy Clarkson debacle has lessons for investors in consumer firms such as Tesco PLC (LON:TSCO), Marks and Spencer Group…

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Investing Articles

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

| Tony Reading

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

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Investing Articles

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

| Tony Reading

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

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Investing Articles

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

| Tony Reading

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

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Investing Articles

2 Casino Stocks: Quindell PLC And Royal Dutch Shell Plc

| Tony Reading

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

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Investing Articles

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

| Tony Reading

Lloyds Banking Group PLC (LON:LLOY), Barclays PLC (LON:BARC), HSBC Holdings plc (LON:HSBA) and Standard Chartered PLC (LON:STAN) are the cheapest…

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Investing Articles

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

| Tony Reading

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

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Investing Articles

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

| Tony Reading

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

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Investing Articles

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

| Tony Reading

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

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Investing Articles

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

| Tony Reading

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

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Investing Articles

Why Warren Buffett Wouldn’t Choose A Cash ISA

| Tony Reading

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

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Investing Articles

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

| Tony Reading

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

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Investing Articles

Has The Government Put BP plc In Danger?

| Tony Reading

Moves to block Russian interests in the North Sea could backfire on BP plc (LON:BP).

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Investing Articles

Why My Double-Bagger ITV plc Beats BT Group plc & Vodafone Group plc

| Tony Reading

Pure content provider ITV plc (LON:ITV) is a better play on convergence than BT Group plc (LON:BT.A) or Vodafone Group…

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Investing Articles

2 Labour-Proof Stocks: National Grid plc And United Utilities Group PLC

| Tony Reading

National Grid plc (LON:NG) and United Utilities Group PLC (LSE:UU) offer politician-proof dividends

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Investing Articles

Revealed: The Storm Clouds Looming Over Lloyds Banking Group PLC & Royal Bank of Scotland Group plc

| Tony Reading

Why profits will come under pressure at Lloyds Banking Group PLC (LON:LLOY) and Royal Bank of Scotland Group plc (LON:RBS).

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Investing Articles

Should You Buy Neil Woodford’s Patient Capital Trust?

| Tony Reading

This new fund could sit well beside a FTSE 100 (INDEXFTSE:UKX) tracker.

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Investing Articles

Why Lloyds Banking Group PLC & Royal Bank of Scotland Group plc Have Most To Lose From Peer-to-Peer Lending

| Tony Reading

Lessons from the supermarkets for Lloyds Banking Group PLC (LON:LLOY) and Royal Bank of Scotland Group plc (LON:RBS)

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Investing Articles

Why Imperial Tobacco Group PLC, Unilever plc And Reckitt Benckiser Group Plc Are Terry Smith’s Top Holdings In This Record-Breaking Fund

| Tony Reading

Only Imperial Tobacco Group PLC (LON:IMT), Unilever plc (LON:ULVR) and Reckitt Benckiser Group Plc (LON:RB) make Fundsmith's top ten.

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Investing Articles

Will Crowdfunding Become The Next Mis-selling Scandal?

| Tony Reading

The returns look attractive but a FTSE 100 (INDEXFTSE:UKX) tracker could be better

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Investing Articles

My 20/20 Vision For The FTSE 100’s Next Five Years

| Tony Reading

Now is a good time to buy FTSE 100 (INDEXFTSE:UKX) stocks like Royal Dutch Shell Plc (LON: RDSB), GlaxoSmithKline plc…

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Investing Articles

National Grid plc: The One Stock I Would Buy For 2015

| Tony Reading

National Grid plc (LON:NG) is one of a handful of near-ideal stocks

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Investing Articles

Banks Bashed Again… Neil Woodford Was Right!

| Tony Reading

The new bank tax could hit Lloyds Banking Group PLC (LON:LLOY) and Royal Bank of Scotland Group plc (LON:RBS) hardest

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Investing Articles

One Crucial Question for Quindell PLC, IQE plc And IGAS Energy PLC

| Tony Reading

The nub of director dealing at Quindell PLC (LON:QPP), IQE plc (LON:IQE) and IGAS Energy PLC (LON:IGAS)

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Investing Articles

Why Tesco PLC Doesn’t Understand Its Customers

| Tony Reading

Is Tesco PLC's (LON:TSCO) Cheshunt HQ as remote as Westminster?

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Investing Articles

When Will It Be Safe To Invest In Quindell PLC?

| Tony Reading

Is Rob Terry still running Quindell plc (LON:QPP)?

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Investing Articles

Lloyds Banking Group PLC: Over-Priced, Over-Exposed And Over Here!

| Tony Reading

Shares in Lloyds Banking Group PLC (LON:LLOY) could be vulnerable

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Investing Articles

3 Reasons Why Quindell PLC Cratered

| Tony Reading

A dispassionate appraisal of Quindell PLC (LON:QPP)

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Investing Articles

3 Reasons To Buy Rolls-Royce Holding plc And Meggitt plc

| Tony Reading

Weakness in Rolls-Royce Holding plc (LON: RR) and Meggitt plc (LON:MGGT) presents a buying opportunity

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Investing Articles

HSBC Holdings plc: Was Woodford Right About ‘Fine Inflation’?

| Tony Reading

Are regulatory fines a short-term headwind or long-term value destructor for HSBC Holdings plc (LON:HSBA)?

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Investing Articles

Barclays PLC: Wrong Business, Wrong Management, Right Price

| Tony Reading

Barclays PLC (LON:BARC) third-quarter results reveal both past mistakes and future potential

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Investing Articles

A Lesson From Tesco PLC For Glencore PLC & Rio Tinto plc Shareholders

| Tony Reading

Corporate governance failings at Tesco PLC (LON:TSCO) are a warning to Glencore PLC (LON:GLEN) and Rio Tinto plc (LON:RIO)

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