All the latest articles & insight from our investment writers to inspire your own research and analysis.
UK small caps can offer private investors an edge, with less institutional competition and greater scope for overlooked opportunities. Michael Taylor explains how disciplined stock selection, risk management and a consistent process can help tilt the odds in investors’ favour. The game is rigged. It always has been. But maybe not in the way you
Richard wonders if Colefax’s lucrative buyback strategy is destined to go on for another generation. Six more shares pass 5 Strikes. 5 Strikes Since my last update, 12 shares passed my minimum quality filter. After a cursory examination of their director shareholdings and financial histories in ShareScope, seven have achieved less than three strikes. Name
Likewise is one of the very few flotation start-ups that has actually delivered on its growth ambitions. Maynard Paton recounts the career of the group’s boss and its successful progress against floor-covering rival Headlam. The stock market is littered with sorry start-ups that floated with persuasive growth stories but then failed to deliver. But very
A look at the junior gold mining sector, and whether it is really always better to sell picks and shovels, rather than prospecting for gold. Companies covered: CMCL, THX, ALTN and SEE. The FTSE 100 fell around -1% in the last 5 trading days to 10,740. The Nasdaq 100 was stronger, up +1.7% with the
Michael Taylor looks beyond charts and risk management to explore how sleep, stress and lifestyle can affect trading performance and decision-making. He shares practical ways investors can improve their wellbeing to help stay sharper in the markets. I was talking to one of the top UK YouTubers recently about an investment we both hold, and
England’s oldest toiletries company fails 5 Strikes. Instead Richard’s attention drifts towards the cloud. Gamma Communications has one strike, which is no impediment to investment. The company falls at the second hurdle though. Only one of the companies that has published an annual report since I last updated you has passed my minimum quality filter.
David Stevenson examines how the UK takeover boom is creating opportunities for active fund managers, makes the contrarian case for gold and gold miners, and considers a potentially undervalued renewable energy wind-down. The monthly funds focus looks at how the UK market is experiencing peak M&A activity, how this is helping mid- to small-cap opportunistic
As yen intervention signals a possible unwind of the carry trade Bruce Packard looks at cybersecurity firm SWG, mental health app KOO and Tbilisi based CGEO. The FTSE 100 was hitting new highs though has retraced below 10,900 and is now flat over the last 5 trading days. The Nasdaq100 and S&P500 were both up
Richard checks out the ESG credentials of meat producer Cranswick, which believes the high carbon footprint of cattle and sheep farming will work to its advantage. Its financial record has no strikes. 5 Strikes Only three companies have published annual reports and passed the minimum quality filter since my last update. Name TIDM Prev AR
Michael Taylor explains why learning to lose well is one of the most important skills a trader can develop. He looks at position sizing, stop losses and the dangers of averaging down, showing how keeping losses small can help traders stay in the market long enough for their winners to count. My first ever trade
Bruce returns from his BGEO investor day in Tbilisi, Georgia. Plus a look at a couple of house builders GLE and VTY, and FinTechs FCH and LINV. The FTSE 100 was flat over the last 5 trading days, at 10,540. The Nasdaq100 and S&P500 were down -2.3% and -1% respectively. Meanwhile the FTSE China 50
Alpesh Patel examines the latest holdings of some of the world’s top-performing hedge fund managers, combining elite fund disclosures with his own technical and quality framework to identify the most compelling opportunities. He also highlights the key macro themes shaping markets. Before We Begin – What Caught My Eye this month Perma-bears Busy Month Firstly
