All the latest articles & insight from our investment writers to inspire your own research and analysis.
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
Camellia has enjoyed incredible long-term NAV growth but recent years have not been very kind to earnings and the share price. Maynard Paton assesses the agricultural group’s eclectic assets, ‘value enhancement’ plan, revamped board and lowly valuation. “I stress the long-term advisedly, because our entire emphasis is towards the development of a worldwide group of
In this article, Michael looks at how to develop your ‘trading board of directors’ to level up your trading. Most people treat trading like a solo game. It is. It’s certainly not a team game. It’s a sport where everyone else can be winning, and you keep getting struck out on trades. Or a friend
How confident can we be that the tech companies spending hundreds of billions of capex on LLM will generate adequate returns? Companies covered MANO and AOM. The FTSE 100 was up around +0.5% over the last 5 trading days. In comparison, the Nasdaq100 and S&P500 were up just under +1%. Platinum (PT$) is now the
In this month’s funds overview, we examine two out-of-favour UK-listed investment trusts in a state of flux. We also explore Vietnam as a contrarian play in developing markets. And for income investors, we delve into a charity retail bond that offers a decent income. Investment trusts and strategic reviews: Syncona and SDCL, funds in transition
Five companies pass the 5 strikes test. Richard takes a closer look at QinetiQ, the defence technology company underperforming in a booming market. 5 Strikes Since my last update, 10 companies have published annual reports and passed my minimum quality filter. On closer inspection of their long-term financial track-records, five achieved less than 3 strikes
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