All the latest articles & insight from our investment writers to inspire your own research and analysis.
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
High margins, rising profits, significant director ownership and a modest valuation are among the attractive credentials of Foresight Group. Maynard Paton studies the fund manager’s positive progress based on investing in a ‘decarbonised future’. I am not a great fan of the fund-management industry. I cannot think of another sector where the employees typically collect
After some mental gymnastics, Richard confirms Autotrader and Tatton have no major blemishes in their financial histories. Tatton, in particular, looks like a very good business. Five companies achieve less than three strikes and go on his research list. 5 Strikes Since my last update, 13 of the companies listed in London that published annual
Stepping in for Bruce this week, Jamie Ward looks at the ever-shrinking London Stock Exchange as well as a couple of sources of possible further shrinkage; namely the BREE/MSLH rejected merger and the DCC takeover. He then rounds it off with a discussion on whether TUNE is finally emerging from its post-COVID slump. Living through
Michael Taylor explains why one of the most valuable investing tools isn’t powered by AI or an app. He argues that pen and paper can improve focus, sharpen decision making and even help investors spot costly mistakes. The world is increasingly digital. We are connected by our phones, and this means we can be in
David Stevenson explores why UK equities continue to look undervalued, examines an AI-focused investment trust and assesses a new ETF targeting the infrastructure powering the AI revolution. This month, we investigate why Fidelity thinks UK equities are cheap, an investment trust that is all in on the AI boom, and a new ETF that is
