All the latest articles & insight from our investment writers to inspire your own research and analysis.
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
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
A look at what has gone wrong at AGFX, including management’s voluntary disclosure around liquidity risk versus the reality of zero-zero margins. Other companies covered MERC and ELIX. The FTSE 100 was up +1% to 8,422 in the last 5 days. US markets rallied much more strongly, with the Nasdaq100 up +9% and the S&P500
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
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
A look at why bull markets climb a “wall of worry”, but crashes are fast and brutal. Companies covered VLX, BOOM and CNC. It’s been a wild couple of weeks! Here’s a Sharescope chart of how the major indices have performed since 2nd April. Apologies for the amount of red in the chart… The
Michael looks at recent events and the importance of protection. Well, it turns out China wasn’t big enough to bully Trump into submission. But the bond market was. As my Grandad once told me… there’s always someone bigger. And in this instance, US Treasury Bills are far bigger than any President. The Federal Reserve doesn’t
In 2021, traders gobbled up shares in cake store franchise Cake Box, then spewed them back out. Today, the company earns twice as much in turnover than it did in 2020, but the share price is not much higher. Bonanza! 5 Strikes Twenty-nine shares have published annual reports and passed my minimum quality filter in
Ever since Trump came back into power, the dynamics of the global stock market have changed. US equities are now flirting with a bear market, while European equities continue to power ahead. Even Chinese equities are outperforming US equities, and we’ve seen the Mag7 become less magnificent as the European defence sector surges ahead. These
A look at Larry Fink’s letter to BlackRock shareholders. The US asset manager has $11.6 trillion of AuM, and saw $281bn of inflows in Q4 alone. Companies covered AVON, BWY, VTY and FRAN. The FTSE 100 was flat over the last 5 days, at 8680. US indices had a difficult week, with the Nasdaq100
“When a man is tired of London, he is tired of life.” Or so said Samuel Johnson back in 1777. Back in that time, high mortality rates and the disgusting living conditions suppressed the birth rate and life expectancy of native Londoners, and so the city grew only because of new migrants who replaced the
They say elephants can’t gallop, but Pets At Home is an elephant in UK pet care, and it has been trotting along nicely. Richard takes a closer look at the pet store chain dominating the market. Of the ten shares to publish annual reports in the last fortnight and pass my Minimum Quality filter, four
