All the latest articles & insight from our investment writers to inspire your own research and analysis.
Knowing the rules is one thing – applying them in live trades is another. In Part III of his position sizing series, Michael Taylor explains the spreadsheets, numbers, and mindset you need to size positions like a pro. This is part 3 of my multi-series on position sizing. If you’ve not already, then I’d suggest
As gold has continued to perform well, Bruce looks at shares in consumer brands that have historically done well in inflationary times. Company results covered: RPI, GDWN and FUTR. The FTSE 100 was down less than -0.5% to 9,275 over the last 5 trading days. In the US, both the Nasdaq100 and S&P500 were both
Looking to uncover undervalued opportunities with ShareScope? We’ve created this Value Stock Screening Guide to go with our off-the-shelf Value Screen to help you learn how to spot them. It’s designed to highlight the key signals we believe matter when searching for shares trading below their true worth. ShareScope subscribers can apply this screen at
Richard is tempted by a growing business that employs 18 people and only earns £3m turnover. If it were up to him, all firms would disclose their chief executive to median employee pay ratio. Just one company has published an annual report and passed the minimum quality filter since my last update. To pass the
In part two of his position sizing series, Michael Taylor moves beyond the basics and dives into more advanced techniques that separate disciplined traders from the rest. From adjusting risk based on volatility and conviction to avoiding common pitfalls, he shows how smart sizing can protect your capital, compound your edge, and keep you in
Churchill China’s shares have plunged to below book value as the struggling hospitality industry cuts back on new cups and plates. Maynard Paton weighs up whether the crockery manufacturer is a value bargain or a value trap. I am once again looking for ‘value bargains’ and revisiting a screen that identifies companies trading at less
Looking to find financially sound businesses with ShareScope? We’ve created this Quality Stock Screening Guide to go with our off-the-shelf Quality Screen to help you learn how to spot them. It’s designed to highlight the key signals we believe matter when searching for companies built on strong foundations. ShareScope subscribers can apply this screen at
As directors go on holiday and annual reports dry up, only two companies make it through the 5 Strikes process. One is notable for how much it has grown, the other for how much it has shrunk. Richard takes a closer look at near-miss Cake Box’s annual report, published in August. The height of summer
Michael Taylor tackles one of the most overlooked yet crucial aspects of trading: position sizing. Get this wrong and you risk blowing up your account — get it right and you give yourself the best chance of staying in the game long enough to win. Let’s get one thing straight. Position sizing isn’t glamorous. There
Bruce takes a look back to the 1980’s, for inspiration on how to fix London’s broken IPO market. Companies covered: NFG’s disclosure around its Mach49 acquisition, and transport software group TRCS. The FTSE 100 fell -1% to 9,162 over the last 5 trading days, driven by banks (NatWest down -8%, Lloyds -5%) as a think
This month’s funds article explores why the US markets – and funds tracking them – are looking more than a tad top-heavy (think Nvidia and the AI craze). We also explore why investors should probably ignore geopolitics. Plus, we dig around into two very contrasting investment trusts: one that invests in smaller, private British companies
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
