Financial Analyst, former management consultant, equity research analyst Bruce Packard started his career at Credit Suisse followed by various banks and stockbroking firms before quitting The City to work in financial PR, Litigation finance and finally financial education. In 2008 he predicted the nationalisation of the UK banking industry.
I’m a self-invested, low frequency, buy and hold investor focused on quality. As well as writing for ShareScope I like to capture my financial analysis and non-conformist thoughts on my own blog brucepackard.com. I also used to own a craft beer bar in Berlin and for fun play beach volleyball (unlikely to turn professional though).
Bruce looks at how the warm weather in Europe has been affecting financial markets. Companies covered NXT and CNC, plus profit warnings from HEIQ and
Bruce asks the FinTwit community for some share ideas for 2023. Also looks at one retailer, SDRY, which could benefit from the recovery. The Santa
Bruce looks at the BoE Financial Stability Report and ponders whether the rising cost of mortgages will cause forced selling in equity markets. Companies covered
Bruce thinks that net outflows from professional fund managers could eventually create an opportunity for amateur investors because we’re not forced to sell when markets
Bruce looks at the bounce in markets over the last 2 months and suggests some ideas that could benefit from a recovery in risk appetite.
Bruce looks at a key aspect of long-term returns, holding on to your gains in down markets. Company covered CML. The FTSE 100 is up
Bruce ponders if any large corporates are exposed as social proof in crypto disappear. Companies covered HVO and BMS The FTSE has been flat
Bruce questions why globalisation has been so bad for the FTSE All Share index versus the S&P500. Plus a look at CMC Markets H1 results.
Bruce looks at a couple of stocks that have benefited from the US dollar strength / weak pound. HLN and BGEO. The FTSE 100 was
Bruce suggests that company managements who are reluctant to physically meet investors could be facing a more uncertain outlook. Companies covered ABF and AGFX The
Bruce looks at the FT30 index, which Sharepad has going back to 1935. Plus a couple of hydrogen stocks, that are currently too speculative for
Bruce looks at two financial businesses that recently reported Q3 results, both delivering around 7% RoCE. Yet one trades on 5x sales, and the other
