Which stocks are election proof? Is the US market over-valued, but still likely to rise? How best to trade GBP? Which way are the biggest banks pushing their clients?

1. Election as an Opportunity
&
Trading & Investing as a Side-Income or a Career

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3. We Trading the Election
GBP Bets Against Non EUR
and USD Because the play
is then purer GBP with less
noise from US and
European issues

4. Our ‘Election Proof’ UK Stocks – Next Slide
• Based on data-mining algorithm which weighs the most important
predictive data about a company’s valuation + dividends + growth
• These stocks are ranked out of 10
• We find these stocks to be election proof – even on a unlikely Labour
victory because their pipeline of deals are resilient to short-term
changes
• Also, as GBP rallies, so FTSE 100 drops for now due to how such
international companies account for overseas profits. But FTSE 250
companies are more domestic, and have rallied and so we see them
especially attractive still.

6. More Tory seats, mean ‘hard Brexiters’ can be ignored by May.
The softer a Brexit, the more GBP rallies
With the polls so far ahead expecting a Tory landslide, the risk is downside.
That Labour shows unexpected poll gains, so fewer Tory seats, so harder Brexit, so GBP down
For now, our algorithms which follow price trends and momentum show GBP stronger v EUR – see next slide

8. The Subsequent slides show a worryingly over-valued US market. But we are not
worried. Not this year. Momentum will continue the market rising. We will worry
about next year….next year

12. Dow
On our Value Growth
Algorithms to score
stocks. Walt Disney
Stands out as election
nad Trump proof

13. Too Big To
Fail

14. NASDAQ

15. Modern
Warfare

16. Emerging
Market
Consumer

17. www.alpesh.patel.com