All the latest articles & insight from our investment writers to inspire your own research and analysis.
Bruce takes a look at how liquidity trends in international government bond markets might be spilling over to equities markets. Companies covered: JMAT, CML, SAA and SFOR The FTSE 100 ended flat over the last 5 trading days, and is now up +17% YTD. The Nasdaq100 and S&P500 also recovered strongly at the start of
Softcat and Dotdigital are the only shares to pass Richard’s 5 Strikes filter. He explains why we shouldn’t worry about Softcat’s volatile turnover, but we should keep an eye on Dotdigital’s increasing capital employed. 5 Strikes Just three shares have published annual reports and passed my minimum quality filter since my last update. Name TIDM
Earlier this year, Science Group bagged a 74% gain within five months following an acrimonious activist campaign. Maynard Paton studies the consultancy group’s low-profile boss, who is refreshingly prepared to instigate changes at underperforming investments. I love activists. The investors who roll up their sleeves and: Buy large stakes in underperforming companies; Engage with boardrooms
Bruce Packard reviews how past Mello London presenters have performed, revealing funds outpacing most small-cap companies. He also analyses updates from Diageo (DGE), Ceres Power (CWR) and Solid State (SOLI) – exploring what their latest moves say about the wider market mood. The FTSE 100 was up +1.6% to 9,870 over the last 5 trading
Most traders focus on when to buy or sell – but how your trade is executed can make or break your results. Michael Taylor explains the key differences between SETS and SETSqx, and how understanding them can save you costly mistakes. Most new traders think that buying and selling involves clicking a few buttons. They’re
This month’s funds update looks at gold’s powerful long-term record and rising investor optimism.We also revisit a UK digital infrastructure trust and explore why Japanese equities are dazzling under new leadership. I couldn’t resist starting this monthly funds update on gold – and long-term data on its returns. For the record, I believe $ 5,000
Eagle Eye is an intriguing business with improving numbers that just fails to make the 5 Strikes cut. Richard also examines a trio of businesses that supply products for buildings. James Halstead, with only one strike, is not what he is looking for. 5 Strikes Since my last update, six companies have published annual reports
Bruce looks at what divergent performance between energy commodities and precious metals signal about industrial demand and Central Bank liquidity. Companies covered CAPD, CLBS and BVXP. The FTSE 100 was rose +2.4% over the last trading days to 9,656. The Nasdaq100 and S&P500 were up +2.7% and +2.1% respectively. The CSI 300 Index (Shanghai) was
This final instalment of Michael Taylor’s position sizing series dives into scaling in, scaling out, and keeping emotions in check. He rounds things off with a simple checklist to help you trade smarter and stay in the game longer. This is the final part if my four-part series on position sizing. If you’ve not read
Richard considers two shares that pass his 5 Strikes screening process. The first, Dunelm (DNLM), has almost flawless numbers. The second, Wilmington (WIL), is intriguing because of the flaws in its numbers. Since I last updated you, seven shares have published annual reports and percolated through the minimum quality filter. Name TIDM Prev AR Strikes
MP Evans boasts a very reliable dividend and profits surging beyond $100m suggests further income growth to come. Maynard Paton assesses the group’s palm-oil KPIs, high-margin accounts, intriguing board and record-high share price. I can’t be the only investor who likes to collect a reliable dividend. Hence this revisit to an old screen that pinpoints
There could be a bubble in more speculative areas in the US, but with the UK having suffered billions of fund manager outflows, perhaps UK stocks could now prove a safe haven. Companies covered DIA, IHC and TSTL.
