Richard finds answers to his questions about Luceco, a manufacturer of electrical products that power our homes. Knowledge, he finds, can be as powerful as electricity… This time last year one of my screens picked up Luceco, a company that makes electrical products like sockets. I wrote down my hopes and fears in SharePad and […]
Month: March 2022
Weekly Market Commentary 28/03/22 | SPSY, FNTL, JDG | Engines that move markets
Bruce suggests that strong equity markets may be reflecting asset class rotation out of government bonds, rather than optimism about the situation in Ukraine. Companies covered this week SPSY, FNTL, JDG The FTSE was up less than 1% to 7,492 last week. The Nasdaq100 and S&P500 were up +2.4% and 1.3% respectively. US Government bonds […]
The Trader: Macroeconomic factors on stocks
Trader Michael Taylor looks at indices and the macroeconomic impacts on the market. It’s been another volatile few weeks in the market. The game has now changed, and players must adapt or see their money taken from them. Over the last ten years, private investors could get away without bothering themselves too much about macroeconomics. […]
Screening For My Next Long-Term Winner: Focusrite
From touring with Led Zeppelin to a £193 million shareholding: Phil Dudderidge has enjoyed enormous success leading music-equipment specialist Focusrite. Maynard Paton recaps the investment story. The market continues to wobble and I have therefore kept with my ‘back to basics’ filtering. Applied the other week to identify James Halstead, this screen short-lists companies that […]
Weekly Market Commentary 21/03/22 | FNX, TCAP, LIT | Off Ramps
Based on conversations with a first hand source, Bruce believes the narrative about Ukraine may be too optimistic. But would be very happy to be proved wrong in the next week or two if a cease fire is signed AND upheld. Companies covered Fonix Mobile PLC, TP ICAP Group PLC and Litigation Capital Management. The […]
Is ESG Investing Good or Bad for Your Pocket?
Environmental, social and governance (ESG) investing is a strategy that bets on companies trying to make the world a better place. Alpesh asks is this just another high-minded idealist fad? Or does the global good make it worth the risk? Type ESG into Sharescope or SharePad’s ETF list and you’ll find around a hundred funds. I […]
New & upcoming UK IPOs 16/03/22 | CleanTech Lithium Plc, Neometals Ltd NMT |
In this article, we will be covering two IPOs recently listed or upcoming on the London Stock Exchange: CleanTech Lithium Plc Neometals Ltd CleanTech Lithium Plc Opening date 17 March 2022 Issue price 30p Market cap £23.71m Ticker TBC At the helm Aldo Boitano Boitano is the co-founder and CEO at CleanTech Lithium. Before founding […]
From ideas to investments: Investing in local heroes
Richard makes the case for investing in local firms, helped by analysts from The Yorkshire Fund. As usual, SharePad can help. I am starting this article with a shout-out to the analysts of the Yorkshire Fund. You probably have not heard of the Yorkshire Fund. We cannot invest in it. It is a mini financial […]
Weekly Market Commentary 14/03/22 | CKN, BGO, FCH | Frameworks for resolution
Bruce remains in risk averse mode, keeping an open mind and updating beliefs to see how the conflict in Ukraine might resolve. He looks at Clarkson, which should benefit from high commodity prices, and also Bango and Funding Circle. The FTSE 100 was up +2.7% to 7,178, having had a very volatile week. The S&P […]
The Trader: Three breakouts in a weak market
Michael Taylor looks at three potential breakout plays in stocks that are holding up despite the adverse conditions. The market has been rotating heavily in last few weeks. Commodity prices have surged with spikes in gas, crude, and nickel. Nickel rose 100% in a single day due to a short seller getting squeezed. However, the […]
Calnex Solutions PLC (LSE : CLX)
Elric Langton explores provider of test and measurement solutions for the telecommunications sector Calnex, a company he has had his eye on since their IPO in 2020 and who released a positive trading update last week. I have had my eye on this next gem for some time, in fact, I was growing concerned I […]
Weekly Market Commentary 07/03/22 | CLX, NICL, SPA | The rich trade of the Black Sea and beyond
Bruce looks at the root causes of the conflict in Ukraine, and outlines two scenarios that the Bank of Georgia research team (who know a thing or two about Russian invasions) have discussed. Plus 3 companies reporting last week. “All civil wars are dynastic wars, my lord King; all overseas wars are trade wars…Troy commanded […]
When Return of Capital trumps Return on Capital
Jamie Ward returns with his last article for ShareScope to discuss risk and complacency in the market and suggests that the past few years might not be an adequate guide for the future. Markets always go up… Since the Great Financial Crisis (GFC) in 2008, there has been a received wisdom to always ‘buy the […]
Diary of an 18-year-old investor: Swing trading | LLOY, CBG, SSE, BA., DRX, BDEV |
William, one of our youngest SharePad subscribers, gives us an update on his A level preparation and his latest swing trades using point and figure charts. Read his previous articles here. It’s been a very busy start to the New Year with my A Level mocks, along with lots of studying ready for the Summer […]
Macfarlane Group PLC| Boring is best (LSE : MACF)
Richard takes a first look at protective packaging distributor Macfarlane, a company so boring even he could not bring himself to investigate it. The idea of investing in Macfarlane has been sitting with me for a while because an investor I follow has been banging its drum on Twitter. I have ignored him for all […]
