All the latest articles & insight from our investment writers to inspire your own research and analysis.
How confident can we be that the tech companies spending hundreds of billions of capex on LLM will generate adequate returns? Companies covered MANO and AOM. The FTSE 100 was up around +0.5% over the last 5 trading days. In comparison, the Nasdaq100 and S&P500 were up just under +1%. Platinum (PT$) is now the
In this month’s funds overview, we examine two out-of-favour UK-listed investment trusts in a state of flux. We also explore Vietnam as a contrarian play in developing markets. And for income investors, we delve into a charity retail bond that offers a decent income. Investment trusts and strategic reviews: Syncona and SDCL, funds in transition
Five companies pass the 5 strikes test. Richard takes a closer look at QinetiQ, the defence technology company underperforming in a booming market. 5 Strikes Since my last update, 10 companies have published annual reports and passed my minimum quality filter. On closer inspection of their long-term financial track-records, five achieved less than 3 strikes
Looking to build reliable cash flow with ShareScope? We’ve created this Income Stock Screening Guide to go with our off-the-shelf Income Screen to help you learn how to spot them. It’s designed to highlight the key signals we believe matter when searching for sustainable, high-quality income. ShareScope subscribers can apply this screen at the click of a button
A look at how scanning headlines is no substitute for assessing closely the investment case of individual stocks. Companies covered PEEL, CPI, OHGR The FTSE 100 was down less than half a percent to 8,792 over the last 5 trading days. The Nasdaq100 and S&P500 were both up around +1% over the same timeframe. The
In part two of his trading hacks series, Michael dives deeper into the mindset shifts and tactics that can truly transform your trading game. This is the second article in my two-part series ‘How to hack your trading’ – you can read the first part here where I cover the first three points. We left
Richard updates us on Pets at Home, the ubiquitous pet store is hiding a fast-growing vet practice and incubating a pet insurance business. He also takes a closer look at Eleco’s major shareholders, which unlocks the company’s storied history. 5 Strikes Pets at Home is the only company to publish its annual report since my
Looking for companies with real growth potential? We’ve created this Growth Stock Screening Guide to go with our off-the-shelf Growth Screen to help you learn how to spot them. It’s designed to show you the core signals we believe matter to filter for scalable, sustainable growth. ShareScope subscribers can apply this screen at the click
As concerns rise about the outlook for government debt, a look at what could be driving prices in the precious metals sector. Companies covered FTC, GHH and RFX. The FTSE 100 was up +1.4% in the last 5 days to 8,862, while the Nasdaq100 and S&P500 were also both up +1.4%. The best-performing index over
Michael looks at small but productive ways for traders to improve P&L with the first of this two-part checklist and walkthrough. Let’s get one thing straight… There are no shortcuts in trading. I wish there was because it would’ve saved me a lot of time and money. But sadly, there is no way to quick
Six shares achieve less than three strikes. Among the haul of heroes are card shop or “celebrations destination” Card Factory, a software provider to the construction industry, and cosmetics brand Warpaint. Meanwhile, Richard’s pursuit of Spirax continues, even though traders are losing confidence in it. First off 5 Strikes, and six companies with good track
This month, in our regular funds column, we reveal that thematic defence equity exchange-traded funds (ETFs) are cleaning up, what might happen next to small-cap funds, why Coinbase might be a more exciting way into cryptocurrency, and the case for investing in Latin American funds. Defence funds Care to guess what the hottest equity theme
