All the latest articles & insight from our investment writers to inspire your own research and analysis.
Although Richard prefers to invest in businesses that should grow steadily over the long term, one company is showing it can generate long-term shareholder returns while hardly growing at all. Before I take a closer look at Colefax, a five-strikes update. 5 Strikes Since my last update, nine companies have published annual reports and passed
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With Natural Gas down -20% YTD, renewable energy sources could be replacing demand for fossil fuels, reducing the risk of 1970’s style stagflation. Companies covered PLUS, MHA and ZTF. The FTSE 100 bounced around over the last 5 trading days, but finished flat versus the previous week at 9,172. The Nasdaq100 and S&P500 were up
Michael looks at the emotional effects on position sizing and how to size appropriately, showing why it’s the trader’s final line of defense. In this insightful piece, he shares practical strategies to balance risk, protect capital, and keep emotions from undermining performance. The art of sizing correctly Sizing correctly isn’t just a science. It’s an
Games Workshop, Kainos and James Latham pass the 5 strikes test. Richard ponders the future of people-focused businesses in a world in which AI is doing more of the work. Three companies have passed my minimum quality filter and a cursory evaluation of their financial track records since my last update. Name TIDM Prev AR
Bumper contracts leading to rapid profit growth have prompted MS International to multi-bag during the last five years. Maynard Paton assesses the defence group’s sudden resurgence, fluctuating cash flow, old-school board and 13x P/E. This month I have gone ‘back to basics’ by employing an old screen that identifies companies with strong balance sheets, robust
A look at the valuations achieved by US-listed dog walking apps, Wag and Rover. Companies covered STVG, GRG, CBG and OCN. The FTSE 100 continues to hold it’s level above 9,000, but was up less than +0.5% over the last 5 days and currently sits at 9,165. The Nasdaq100 was down -0.7% and S&P500 -0.9%.
This month’s dive into the world of funds examines a high-quality way to invest in US equities, whose valuations are edging relentlessly higher. However, it’s not just US equities that are outperforming – after a prolonged period of underperformance, the share prices of many UK-listed alternative funds have pushed ahead. Buybacks are helping, and a
Nine shares pass the minimum quality filter but five fail to make the grade. That leaves Polar Capital, XPS Pensions and MS International in the frame. Richard discovers how Mortgage Advice Bureau is setting out to disrupt its industry. Of the nine companies to publish annual reports and pass the minimum quality filter since my
Michael looks at the merits of keeping things simple and removing complexity. I was at a dinner party this week and was asked, “Well, if you’re doing so well, why don’t you go and raise money?” [for a fund]. The gentleman in question wasn’t having a go – he was genuinely curious. And I told
UK gilt yields remain high and there’s a risk that Government borrowing “crowds out” lending to individuals and SMEs. Companies covered DOCS, BKS, CRL. The FTSE 100 rose to just above 9,000, up +0.8% in the last 5 trading days. The Nasdaq 100 was up +1.4% while the S&P 500 was up +0.6% over the
Car marketplace Auto Trader and pork and poultry producer Cranswick pass 5 Strikes. Richard learns about animal welfare and finds a company is zigging when others are zagging. Since my last update, five companies have passed my minimum quality filter, the first stage of the 5 Strikes process. Two of them have achieved less than
