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

Small-Cap Spotlight Report: Software Circle

Canadian 200-bagger Constellation Software has inspired Software Circle to become a serial acquirer of ‘vertical market’ software businesses. Maynard Paton studies the promising early progress of AIM-traded emulator. Mark Leonard has been described as the “best capital allocator you have never heard of“. According to Forbes, Mr Leonard is now worth $5 billion after he

Read More »

The Trader: Sharper Mind, Sharper Profits

Michael looks at the benefits of a sharper mind and how to cultivate an edge in trading. The difference between winners and losers is almost always the mindset. And yes, there are lots of other things that go into successful trading, such as knowledge, hard work, and the ability to learn quickly. But you can

Read More »

Asset managers, love them or loathe them

Richard looks at one of his least favourite kinds of business – asset managers. Love them or loathe them, many London-listed asset managers are profitable and financially sound. Investors, aka asset managers, are not my favourite category of share. The financial world is precarious to me, which is why long ago I decided to take

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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,

Read More »

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

Read More »