All the latest articles & insight from our investment writers to inspire your own research and analysis.
Bruce Packard highlights why, despite a darkening near-term outlook, investors may still have reasons to stay optimistic for the long term, as he examines developments across Burford (BUR), YouGov (YOU) and Treatt (TET). The FTSE 100 was up +2.3% in the last 5 days, and is now 10,195, helped by oil companies, miners and pharma
Michael Taylor explores the double-edged nature of share buybacks, highlighting how they can enhance shareholder returns when used well. He also warns how, in the wrong hands, they can quietly benefit executives at investors’ expense. Share buybacks are neither good nor bad. They can be both. But when used effectively, they can be a hugely
Since his last update, nine companies have passed Richard’s minimum quality filter. Most are very large businesses. He takes a peek at GlobalData, the smallest of four investment candidates to score less than two strikes. 5 Strikes Annual reports for companies with year-ends that coincided with the financial year end have swelled from a trickle
Marketing specialist Brave Bison undertook five acquisitions last year and recently purchased 28% of System1. Maynard Paton wonders if the acquisitions are creating value and whether he should join System1’s founder as a Brave Bison. Oh dear. This ShareScope report has not turned out as I first hoped. I had wondered whether Brave Bison —
AIM has fallen through key moving average support levels, suggesting it may be time to trim portfolios and cut low conviction or losing positions. Companies covered NESF, TCAP and CBG. The FTSE 100 was flat over the last 5 days, currently 10,388 – but with some significant daily swings. The peak at the end of
Michael Taylor explores some of the most dangerous phrases investors and traders can fall into, and why they often lead to costly mistakes. Drawing on past market bubbles and trading discipline, he highlights the psychological traps that continue to trip up market participants. It’s often said there are four dangerous words in investing. Traders, meanwhile,
Seven companies pass Richard’s minimum quality filter, but only two of them impress. He takes a closer look at RELX, a company that has earned an impeccable reputation selling information, data, and tools to insurers, scientists and lawyers. 5 Strikes Since my last update, at least seven companies have published annual reports and passed my
David Stevenson argues the global equity rally is broadening beyond AI and the US, highlighting new opportunities across markets and sectors. He also examines a new Indian equities ETF, revisits HgCapital after its sell-off, and explores how funds can help investors manage downside risk. In this month’s funds article, we examine whether the broad equity
Bruce returns with a looks at some of AIM’s top performers (EEE, MTL, YU.) since the market peaked in Sept 2021. Plus results from SRT and CRW. The FTSE 100 fell -1% but remained above 10,000 over the last 5 trading days. The Nasdaq100 was up +1%, while the FTSE China 50 fell -4.6%. Brent
In Part II of his trading timeframe series, Michael Taylor explains how to categorise trades as M2M or T2H before entry – and why that decision is critical to discipline and performance. He also highlights the costly mistake of converting short-term trades into long-term holds, and how to avoid it. In my last article we
With no new companies making it past his 5 Strikes filter, Richard examines transport software house and consultancy Tracsis’ rise and fall. To rise again, he thinks it must navigate a strategic minefield. 5 Strikes Since my last update, three big and ugly looking companies have published annual reports and passed my minimum quality filter.
Screening again for high margins and high ROEs pinpoints the super accounts of AJ Bell. Maynard Paton studies the investing platform’s impressive business that has attracted 681,000 customers – including himself. Last month I revisited a ShareScope screen that applied two ratios favoured by ‘quality’ investors — operating margin and return on equity (ROE). The
