He believes that there are a number of stocks that have overseas earnings that will gain as a result of sterling’s fall. The first stock he mentioned is Ashtead. Thomas commented that the firm, whilst listed in the UK, is actually a company ‘that derives 90 per cent of its revenue from the US. It is a plant-hire type of business. The economy is doing well and it may happen that Trump is able to introduce some stimulus.’The second stock he mentioned is Dunelm.
The share in question is Countryside Properties. He said, ‘A strong set of results from Countryside Properties helped make it the largest positive contributor to returns in May. With a strong order book and support from all political parties for building more mixed-tenure schemes, we continue to believe that the market is under-appreciating its growth prospects. The fund manager then turned his thoughts to a European share in which he is invested.
Anderson has long-taken the view that the pace of technological change is such that many companies that are a core part of the UK stock market will ‘die.’He takes the view that Amazon will decimate the business models of the UK retailers, whilst Tesla, a manufacturer of energy efficient cars, will destroy the business models of the big oil companies, many auto manufacturers and the rise of renewable energy will impact on the utilities companies.
Muck Rack makes it simple to find people, tweets, or articles that mention any name, keyword, company, hashtag etc. We've compiled this guide to help you make the most of your search.
Selecting a term
Start searching tweets, articles from media outlets, articles mentioned in tweets, journalists'
names, titles and bios with some suggested searches:
Companies or Topics (e.g. iPhone, Microsoft)
Phrases (e.g. "cloud computing") — use quotes to keep the terms together
Twitter handles (e.g. @username) — returns those who have mentioned or replied to
Names (e.g. "David Pogue")
Hashtags (e.g. #sxsw, #london2012)
Bio details (e.g. vegan, Olympics, father)
Muck Rack's Advanced Search allows for many boolean operators.
Find results that mention multiple specified terms, use AND or
+. For example, ensure each result contains both Elon Musk and Mark Zuckerberg by
searching Obama AND Romney or Obama + Romney.
Use the operators OR or , to broaden your search when you'd like either of
multiple terms to appear in results. (This is the default behavior of our search when no operators
are used.) For example, search for democrat OR republican to find results that refer to
Democrats and/or Republicans.
Use NOT or - to subtract results from your search. For
example, searching Disney will yield results about the Walt Disney Company as well as Walt Disney
World Resort. To exclude mentions of Disney World, search for Disney -World or Disney
When using one of these operators with a phrase, enclose it in quotation marks. For example, you can
find results about smartphones excluding Apple's iPhone 4S by searching smartphone -"iPhone
Exact case matching or punctuation
If you're searching for a brand name or keyword that relies on specific punctuation marks or capitalization, you can
find results that match your exact query by adding matchcase: before the keyword you're searching for, like matchcase:E*TRADE .
Use parentheses to separate multiple
boolean phrases. For example, to find journalists talking about having fun in Disney World or
Disneyland, search for ("disney world" OR disneyland) AND fun.
An asterisk can be used to search for any variation of a root word truncated by the asterisk. For example, searching for admin* will return results for administrator, administration, administer, administered, etc.
A near operator is an AND operator where you can control the distance between the words. You can vary the distance the near operation uses by adding a forward slash and number (between 0-99) such as strawberries NEAR/10 "whipped cream", which means the strawberries must exist within 10 words of "whipped cream".