I agree. GBP has no where to go but down

I do not follow technicals as such but I do need to know currency trends as I am invested around the world from my home base, Switzerland, where we have perhaps the world's strongest currency. If the USD strengthens then it is at least partly due to the economy being strong. A currency sometimes also strengthens when an economy has strong political leadership but, unfortunately, this cannot be said of the US now nor for many recent years. James

Good article, thank you. I am a long term holder of $OKE and will stay that way. I especially like the fact OKE acquired its MLP because, as a non-US taxpayer, I do not invest in partnerships because they bring tax complications for persons like myself. This point tends to be not known or forgotten when people based the US write articles. It is an important point and there are many of us. James

Hello Michelle, thank you for reading and commenting. I the tried to send a message earlier but have had problems with my computer so do not know if it got sent. I find your profile very interesting. Prior to retirement I had a business strategy consultancy firm specialising in troubled companies. My daughter has followed a different route and is director of sales with a Swiss consultancy company that has some world leading companies as customers. They need someone to take over some of her growing work load. Lot's of international travel involved. Let me know if that is something that might interest you. My email address is jbhanshaw (at) gmail.com

I hope to write another article soon but my art takes up a lot of time. Bye. James

My article on MTZ was timely. Following the latest earnings on Thursday, May 4, the share price went up 8% on Friday. I am not taking profits as MTZ has a positive upward path ahead of it for a long period of time. James

Interesting article. I noted the point about certain British supermarkets will sell only British beef. I doubt that will last long as they are notorious for trying to buy from the cheapest source and either British beef producers will collapse under the pressure or the supermarkets will revert to normal. They are already under extreme pressure from German discounters Aldi and Lidl and Netto of Denmark all from EU countries which brings up the point that Ireland is in the EU and so is Britain for another two years, maybe more. I do not think that kind of discrimination is allowed under EU and its CAP rules.

Carol and David and other readers,

Thank you for reading and the comments. I am looking at "connecting" Amphenol, APH, into my portfolio soon and maybe American Towers, AMT, too.

I live in Europe and the seasonally strong period is now in spring time. I did not know it comes later in the year in the US. I also do not know why the lumber companies have not done better along with the house builders and assume it is because WY and CTT are REITs and most of those have been hit by fear of higher interest rates. I do not share that fear. I like this 2013 link to timber and although a bit old now it has information that remains valid seekingalpha.com/.../1600072-timberland-investing-what-you-need-to-know-now?

Good article, I sold out of TOL fairly recently and replaced it with Lennar, LEN. My best performer, by far, in house builders has been LGI Homes, LGIH. It is an entry level builder and stands to gain more than most others as people manage to get into the housing ladder. In lumber I have WY and CTT

Good article. I have a stake in this via Pioneer Natural Resources, $PXD, who have a large area in the Permian Basin