ARTICLES
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All the latest articles & insight from our investment writers to inspire your own research and analysis.

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Fund Screening with PensionCraft: 3 ShareScope screen ideas to find high-quality ETFs and Funds

Ramin Nakisa of PensionCraft explains how he uses ShareScope to screen for ETFs and funds, focusing on cost, global exposure and practical usability. He walks through three powerful screening setups that help uncover high-quality funds for both long-term portfolios and tactical ideas. I’ve been using ShareScope, on and off, since the days of dial-up-modems. Since

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5 Strikes: Why AI won’t eat software | CTEC

Loads more companies pass 5 Strikes this week as the flood of annual reports continues. Richard looks at what software companies are saying about the AI threat, and reconsiders ConvaTec (CTEC) as its strategy evolves. 5 Strikes 21 companies published annual reports in the last two weeks or so and passed my minimum quality filter:

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Screening For My Next Quality Winner: Alfa Financial Software (LSE: ALFA)

The lead executives at Alfa Financial Software were paid just £29k last year to match the London Living Wage. Maynard Paton links the commendable remuneration to the run of eleven special dividends declared by this high-margin, high-ROE business. Can you imagine company directors working for £14.80 an hour? If not, then say hello to Andrew

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The Trader: Surviving a Bear Market Part 1

Michael Taylor explores what really matters when markets turn hostile, cutting through the noise with practical lessons from past crashes. He shows why survival – not prediction – is the key to coming out stronger on the other side. There’s a quote often misattributed to various people. My favourite is the one in The Big

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5 Strikes: Five winners | FOUR, ALFA, BAE, BNZL, CTEC

38 shares have published annual reports and passed Richard’s minimum quality filter. 19 of them score less than three strikes. As he wades through these promising shares, Alfa Financial Software catches his eye. 5 Strikes Of the 38 shares to have passed my minimum quality filter, 19 score less than three strikes. The flood of

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The Trader: Share Buybacks

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

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5 Strikes: Mega-caps crash |DATA

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

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Small-Cap Spotlight Report: Brave Bison (LSE: BBSN)

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 —

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