ARTICLES
& INSIGHT

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

Author Index

  • Alpesh Patel OBE
  • Ben Hobson
  • Bruce Packard
  • David Stevenson
  • Jamie Ward

Author Index

  • Jason Needham
  • Maynard Paton
  • Michael Taylor
  • Phil Oakley
  • Richard Beddard

Is there any way back for Aston Martin shares?

Phil asks whether the latest profit warning from Aston Martin is the final straw for investors or whether a turnaround in its fortunes is still possible. Since its flotation five years ago, shares in Aston Martin Lagonda have been a disastrous investment. They have lost more than 90% of their value since then. Last year

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Monthly Fund Focus: Gold, Fair Oaks, Compounding ETF

In this month’s funds overview, we revisit the exciting world of gold and especially gold trackers which provide a regular income via options writing strategies. We also look at a very adventurous way of generating a big regular income, all through a well-established and successful investment trust. We also quickly glance at a new exchange-traded

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The Trader: The art of the flip

In this article, Michael looks at flipping direction and two trade ideas. It’s been a big week for volatility. China’s stimulus plan jumpstarted the resources sector and helped the luxury sector too. China’s slowdown in consumer spending has been responsible for a big part of the luxury slump, and sales collapsed in Mainland China for

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Focus, focus, focus

There is very little 5 Strikes action, so Richard takes the opportunity to slide Inchcape onto the front burner. Over the last eight years, the company has sharpened its focus on motor vehicle distribution. Deciding what to focus on is the basis of good strategy. Since my last article only two shares have published annual

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Should you consider buying the shares that professional investors hate?

Many investors like to buy shares that are popular or those of companies that are doing well. Phil takes a look at why sometimes buying shares that professional investors are betting against can generate big gains. Finding unpopular shares Most investors make money by buying shares that eventually go up in price. However, it is

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Screening For My Next Long-Term Winner: Castings PLC (LSE: CGS)

A liking for ‘value bargains’ prompts Maynard Paton to search again for asset-rich shares with depressed ratings. Screening for low price to books and net cash positions leads to engineer Castings. I always love a traditional ‘value bargain’. Hence this revisit to an old screen that pinpoints companies trading at less than book value. Importantly,

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The Trader: Do sellers present opportunity

In this article, Michael assesses whether sellers present opportunities and a potential early stage two stock. I got asked this week about known sellers and if it is a good opportunity to buy a stock when there’s a seller. The reasoning behind this is that once the seller clears, sometimes there isn’t much of a

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All the 0’s 1’s and 2’s

From a pool of more than 200 shares, Richard hones in on software company Kainos (again), fast food favourite Greggs, motor vehicle distributor Inchcape, integrated pet shop and vet group Pets at Home, and defence technology supplier Cohort. On the horizon: posh wallpaper and fabric designer Colefax and Gately, a law firm. Well, maybe not

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Is the Permanent Portfolio still a sensible investment strategy?

The conventional wisdom that stocks deliver the best returns for investors is generally true, but only if you can ignore the wild ups and downs that come with them and stay invested. Phil looks at whether a popular and lower-risk approach to investing is worth considering at the moment. Shares deliver the best returns if

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Advantages You Have Over Professionals

This week, investment professional, Jamie Ward discusses the ways in which private investors are at an advantage to professional investors. He then describes practical steps to exploiting these advantages and avoiding the pitfalls. From the outside, the life of a fund manager looks to be a charmed life. Indeed, if you are interested in markets

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