The FTSE was quiet remaining just above 7,000 through the week. Looking at the five best performing stocks since the start of the year (Ashstead +53%, Entain +47%, Evraz +38%, Glencore +38%, Lloyds +37%) and the worst five (Tesco -24%, Just Eat -23%, Fresnillo -19%, London Stock Exchange -18%, Ocado -16%) it’s hard to discern […]
Month: May 2021
The Trader: Risk-off market
The market has been risk-off in the last few weeks. Why? It’s anyone’s guess. The Talking Heads will say inflation, price of lumber rising, price of lumber falling, geopolitical tensions… If only they could tell us before the event instead of finding reasons for why things happened after the event.
When is a bargain not a bargain?
Richard’s pursuit of Quarto, a publisher of illustrated books, takes him on a trail that leads to Hong Kong and Delaware. What he finds is anything but a straightforward turnaround.
Weekly Commentary 24/05/21: China Prices
This week I look at Cerillion, the telco billing Group; Sanderson Design Group, the wallpaper and interior design company (previously known as Walker Greenbank); SigmaRoc, which is acquiring concrete quarries, and Games Workshop which needs no introduction to most readers.
Dynamic 35: TR Property Investment Trust
Our funds expert turns his attention to the slowly recovering property-focused real estate investment trusts sector. His new addition to the Dynamic 35 is a very actively managed pan European fund of funds that invests across a wide range of real asset-backed niches.
Small-Cap Spotlight Report: WANdisco
WANdisco has raised $217 million since 2012 yet has never made a profit. But could deals with Microsoft and Amazon finally trigger a sales boost? The board’s optimism is not backed by its share dealing.
Weekly Commentary 17/05/21: Aaaaaaaaaaaark
Markets sold off last week, with the FTSE 100 down -2.3%, S&P 500 -2.8% and Nasdaq 100 -4.5%. The best performing index was Brazil’s Bovespa, which was still up less than 1%. Despite the sell-off being attributed to inflation, the UK 10Y bond yield at 0.86% and US 10Y bond yield at 1.64% remained steady. […]
3 Upcoming IPOs UK | May 2021: Who are they and what do they do?
We take a look at UK IPOs due to be listed on the LSE over the next month and how their sector has been performing this year.
Should We Still Sell in May and Go Away?
There is an old stock market maxim that says we should “sell in May and go away.” Like most proverbs or cliches, it has a foundation in truth.
Getting to know Moneysupermarket
Moneysupermarket wants to get to know us, so it can sell us more products. Innovation and diversification are the pillars of a strategy responding to a maturing market.
Weekly Commentary 10/05/21: The Beautiful Game
It’s good to have management with experience of boom and bust cycles, so Bruce looks at two companies run by Chairmen over 80 years old. With the FA Cup and Champions League Final later this month he starts with some football stories from his time at Seymour Pierce.
6 Recent IPOs UK | April 2021: Who are they and what do they do?
We take a look at UK IPOs listed on the LSE throughout April 2021 and how they’ve performed upon opening.
Weekly Commentary 03/05/21 Paradigm shift
Bruce looks at tech stocks reporting Q1 results in the US, Google vs Facebook, and the resurgence of Microsoft. Plus a mix of UK companies reporting this week, including Tristel, Water Intelligence, HeiQ and Sylvania.