All the latest articles & insight from our investment writers to inspire your own research and analysis.
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
Looking to capture rising trends with ShareScope? We’ve created this Momentum Stock Screening Guide to go with our off-the-shelf Momentum Screen to help you learn how to spot them. It’s designed to highlight the key signals we believe matter when searching for stocks showing real strength. ShareScope subscribers can apply this screen at the click
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%.
