All the latest articles & insight from our investment writers to inspire your own research and analysis.
Michael looks at the idea of money management for traders and some key points for traders to review. A former hedge fund manager once told me: “You’re not a trader – you’re a money manager”. When people think of trading, their minds often gravitate toward stock picks, chart patterns, or the latest RNSs.
Cerillion has a perfect track record selling software to a challenging sector. Goldplat knows how to profit consistently from miners in troubled economies. Renew has figured out how to make big returns from labour intensive infrastructure repair and maintenance. All pass the 5 Strikes test. Unsurprisingly companies haven’t been busy churning out annual reports over
A review of investing ideas for 2025, including AVAP and AT. plus financials WISE and FCH. Also covered TMG’s disposal of its US operations. The FTSE 100 didn’t see much of a “Santa Rally”, down -1% since the start of December. Nasdaq100 and S&P500 were up +1.9% and down -1.5%, despite enjoying a very
Happy New Year! Hopefully you have come back refreshed and energised, ready to compete in what is one of the world’s most competitive arenas. As the new year begins, traders everywhere are setting fresh goals and looking to make the most of a clean slate. It’s natural to want to start the year strong –
Richard makes a rare find, a company with no strikes to its name. He also stripped down his 5 Strikes system and checked its components to make sure it was fit for the purpose in 2025. Happy New Year! And a propitious one it is too, because the only company to have scored less than
Active exchange-traded funds (ETFs) are all the rage at the moment in funds land and may overtake investment trusts in the not-too-distant future. Crucially big, well-known names in fund management are lining up behind the idea. We dig a bit deeper. Plus, a deep dive into the world of Japanese benchmarks and funds. Active ETFs
A look at how the Nasdaq’s 2021 vintage of IPOs has compared to the same vintage on AIM. Companies covered: FTC, IPX, GDWN. The FTSE 100 fell -2% to 8081 last week. The S&P500 and Nasdaq hit all-time highs, but then sold off -2% following a “hawkish rate cut” from the Fed. That is, the
Michael suggests some ideas to look at in an annual trading review. Five years ago, we had no idea of what was about to come. Whispers of a new virus in December. Mildly interested chatter in January. Concern creeping in at the start of February, yet markets powered higher even though the virus swept into
Richard brings you the latest shares to pass his 5 Strikes process and takes a look at Raspberry Pi, a rare British technology company that will not pass the 5 Strikes test for at least 7 years. Since this is my last article before Christmas, I am (temporarily) passing up the opportunity to write about
Screening for shares with a consistently high margin and ROE leads to model portfolio specialist Tatton Asset Management. Maynard Paton reviews the small-cap’s impressive financials, efficient workforce, owner-aligned founder and bold growth target. Today I have revisited a ShareScope screen that applies two ratios favoured by ‘quality’ investors — operating margin and return on equity
Michael looks at the recent cryptocurrency euphoria as well as two UK plays. Bitcoin has shot past $100,000. Its market cap now stands at nearly $2 trillion. Not bad for what is deemed a nothing asset by many. Dogecoin – a joke coin with no real tangible useful value and a picture of a cute
I’ve just launched a new edition of my book “Naked Trader” – edition 6. It’s been five years since the last edition and I thought I would answer a question many have asked: “What have you learned over the last 5 years from talking to investors?”. Here are 6 things I’ve learned. 1. I learned
