ARTICLES
& INSIGHT

All the latest articles & insight from our investment writers to inspire your own research and analysis.

Author Index

Author Index

The Trader: Why trading can make you angry

I got lucky when I started trading. Well, my first trade was a 100% loss with a company called PeerTV. So whilst that wasn’t exactly lucky, it was lucky that I kept going. And also lucky that back in 2016, the market was in a huge bubble for small-cap stocks. You didn’t even have to

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A company that explains itself

Just two shares out of six to publish annual reports in the last fortnight achieve less than three strikes. Richard introduces M Winkworth and Churchill China, before discovering that Spirax makes your toast (and his). The two shares to publish annual reports, pass my minimum quality and achieve less than three strikes in the last

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Screening For My Next Long-Term Winner: Elixirr International (LSE: ELIX)

An employee culture where ‘B teams don’t exist’ has helped Elixirr International become an IPO winner. Maynard Paton assesses the management consultancy’s positive progress, entrepreneurial boss, lucrative options and current valuation. I remarked the other month how most flotations had suffered badly during the last few years. ShareScope lists 233 shares that joined the stock

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The Trader: How to grow a small trading account

I got asked this week about growing a small trading account and was told that a lot of the advice and suggestions given out are for around a large trading account. I’m trying to think what would be different, but let’s start out with a small trading account of £5,000. When I started trading, IG

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Six Sweet Shares

This week Richard surveys an unusually high-quality crop of shares and takes a closer look at Nichols. The soft drinks company owns the Vimto brand and its secret formula. Six of the 14 companies that published annual reports in the last fortnight and passed my minimum quality filter have impressive financial track records. That’s a

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Monthly Fund Focus: Market snippets, Low-volatility funds, Income funds

With markets in a volatile mood because of Trump Vs 2.0, in this month’s note on funds, we concentrate on income-producing fund ideas as well as funds that minimise market volatility by picking only those stocks with more defensive characteristics. We also outline an adventurous portfolio of high-yielding investment trusts and ponder whether UK small

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The Trader: A Risk Management Reminder

It’s gutting news for Argentex shareholders as earlier this week the business announced that it had suspended trading as a result of its financial position. The latest is that the company is in “advanced discussions” with IFX Payments regarding a possible offer at 2.49p per share for Argentex stock. Given that the last traded price

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Searching for Big Obvious Objections

Richard looks beyond Morgan Sindall’s excellent numbers to find any Big Obvious Objections (or Boo’s) to investing in the business. Meanwhile, 11 shares make it through the 5 Strikes filters. In the last fortnight 21 companies have published annual reports and passed my minimum quality filter. Eleven of them achieved less than 3 strikes. 5

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