David Stevenson examines how the UK takeover boom is creating opportunities for active fund managers, makes the contrarian case for gold and gold miners, and considers a potentially undervalued renewable energy wind-down. The monthly funds focus looks at how the UK market is experiencing peak M&A activity, how this is helping mid- to small-cap opportunistic […]
Michael Taylor explains why learning to lose well is one of the most important skills a trader can develop. He looks at position sizing, stop losses and the dangers of averaging down, showing how keeping losses small can help traders stay in the market long enough for their winners to count. My first ever trade […]
Michael Taylor explains why one of the most valuable investing tools isn’t powered by AI or an app. He argues that pen and paper can improve focus, sharpen decision making and even help investors spot costly mistakes. The world is increasingly digital. We are connected by our phones, and this means we can be in […]
David Stevenson explores why UK equities continue to look undervalued, examines an AI-focused investment trust and assesses a new ETF targeting the infrastructure powering the AI revolution. This month, we investigate why Fidelity thinks UK equities are cheap, an investment trust that is all in on the AI boom, and a new ETF that is […]
Alpesh Patel applies his quality and momentum filters to 54 stocks recently upgraded by major investment banks. He highlights the themes driving analyst conviction and identifies where opportunities and risks may be emerging across global markets. Full stock-by-stock analysis available exclusively to Alpesh Patel Special Edition subscribers. THE METHOD — WHY THIS LIST EXISTS Every […]
Richard Beddard returns with the latest 5 Strikes update, highlighting three new companies that have passed his quality filter and earned a place on his research list. He also takes a closer look at Me Group, reassessing its photobooth business, growth credentials and the risks facing one of this year’s lowest-scoring shares. In this update […]
David Stevenson returns with his latest fund roundup, highlighting a defensive income fund focused on financials, a new ETF targeting the reshaping of global supply chains, and a simple momentum strategy for ETF investors. He also examines Morgan Stanley’s latest thinking on Agentic AI. In this month’s funds roundup, we look at a high-yielding defensive […]
Jason Needham returns with a new guest article exploring the portfolio habits that quietly damage long-term returns, from cutting winners too early to averaging down on losing positions. Drawing on real trading psychology and risk management principles, he explains how disciplined position sizing and letting winners run can create asymmetrical returns over time. Investing is […]
Michael Taylor follows up his US market bubble analysis by focusing on the practical steps investors can take to protect themselves if volatility strikes. From position sizing and cash management to trimming winners and avoiding emotional decisions, he explains how traders can stay prepared without trying to call the top. In my last article, we […]
In his latest guest article for ShareScope, Paul Scott explores the surge in takeover activity sweeping through UK small and mid-cap stocks, alongside the standout upgrades, value opportunities and profit warnings catching investors’ attention. It was a busy week in the UK mid and small-cap markets, marked primarily by an explosion of corporate M&A activity, […]
Bruce Packard examines the sharp rise in UK gilt yields and what it signals for inflation, equities and investor sentiment. He also explores the AI disruption debate through the lens of CCT, RMV, RWS. The FTSE 100 was flat over the last 5 days, remaining above the 10,000 level at 10,225. US markets have been […]
Alpesh Patel OBE analyses 29 high-conviction holdings from four elite hedge fund managers, combining institutional stock picks with weekly MACD momentum signals. From standout buy setups to “Daddy Bear” warnings, he highlights where smart money and technicals align – and where investors should stay cautious. Full stock-by-stock analysis, MACD breakdowns, price targets, and risk flags […]
Michael Taylor examines whether soaring US valuations are flashing warning signs of a market bubble, and what it could mean for UK investors. From the Buffett Indicator to AI-fuelled exuberance, he explores the risks, the bull case, and why concentration in the Magnificent Seven matters more than ever. I trade UK small-caps for a living. […]
Richard considers modest executive pay at Alfa Financial Software and Quartix, and recent share purchases by FDM directors. 5 Strikes Eighteen companies have published annual reports and passed my minimum quality filter since my last update. Name TIDM Prev AR Strikes # Strikes EKF EKF Diagnostics 27/4/26 ? CROCI – Growth ? ROCE 2 BILN […]
David Stevenson explores early-stage robotics, short-duration gilts and a high-yielding infrastructure trust backed by long-term assets including Sizewell C. He also looks at whether investors can get broader emerging markets exposure without leaning too heavily on China. This month’s funds article speaks to the manager of a small, listed venture capital fund about to place […]
Alpesh Patel OBE uses a multi-factor screen across 5,539 US shares to uncover stocks showing strength across valuation, quality, momentum and financial resilience. He explains how the APSE process highlights ten US names where academic factor evidence and current market trends point in the same direction. WHY I DO THIS EVERY YEAR Fund managers have […]
Michael Taylor continues his bear market series by focusing on process over prediction, showing why waiting for confirmation beats trying to call the bottom. He also explores the mental discipline needed to endure downturns and stay positioned for the eventual recovery. This is the second article of a two-part series. If you’ve not read the […]
Ramin Nakisa of PensionCraft explains how he uses ShareScope to screen for ETFs and funds, focusing on cost, global exposure and practical usability. He walks through three screening setups that help users research and compare funds using criteria such as cost, exposure and fund size for both long-term portfolios and tactical ideas. I’ve been using […]
Loads more companies pass 5 Strikes this week as the flood of annual reports continues. Richard looks at what software companies are saying about the AI threat, and reconsiders ConvaTec (CTEC) as its strategy evolves. 5 Strikes 21 companies published annual reports in the last two weeks or so and passed my minimum quality filter: […]
The lead executives at Alfa Financial Software were paid just £29k last year to match the London Living Wage. Maynard Paton links the commendable remuneration to the run of eleven special dividends declared by this high-margin, high-ROE business. Can you imagine company directors working for £14.80 an hour? If not, then say hello to Andrew […]
As volatility returns, Value investing is beginning to reassert itself over Growth. Bruce Packard examines the shift, covering MWE, CLX and STX. The FTSE 100 rose +2.3% to 10,610 over the last 5 trading days. The Nasdaq100 and S&P500 were up even more strongly, +5.0% and +4.2% respectively. The Vix has fallen below 20. So […]
Michael Taylor explores what really matters when markets turn hostile, cutting through the noise with practical lessons from past crashes. He shows why survival – not prediction – is the key to coming out stronger on the other side. There’s a quote often misattributed to various people. My favourite is the one in The Big […]
38 shares have published annual reports and passed Richard’s minimum quality filter. 19 of them score less than three strikes. As he wades through these promising shares, Alfa Financial Software catches his eye. 5 Strikes Of the 38 shares to have passed my minimum quality filter, 19 score less than three strikes. The flood of […]
Michael Taylor explores the double-edged nature of share buybacks, highlighting how they can enhance shareholder returns when used well. He also warns how, in the wrong hands, they can quietly benefit executives at investors’ expense. Share buybacks are neither good nor bad. They can be both. But when used effectively, they can be a hugely […]
Since his last update, nine companies have passed Richard’s minimum quality filter. Most are very large businesses. He takes a peek at GlobalData, the smallest of four investment candidates to score less than two strikes. 5 Strikes Annual reports for companies with year-ends that coincided with the financial year end have swelled from a trickle […]
AIM has fallen through key moving average support levels, suggesting it may be time to trim portfolios and cut low conviction or losing positions. Companies covered NESF, TCAP and CBG. The FTSE 100 was flat over the last 5 days, currently 10,388 – but with some significant daily swings. The peak at the end of […]
Michael Taylor explores some of the most dangerous phrases investors and traders can fall into, and why they often lead to costly mistakes. Drawing on past market bubbles and trading discipline, he highlights the psychological traps that continue to trip up market participants. It’s often said there are four dangerous words in investing. Traders, meanwhile, […]
Seven companies pass Richard’s minimum quality filter, but only two of them impress. He takes a closer look at RELX, a company that has earned an impeccable reputation selling information, data, and tools to insurers, scientists and lawyers. 5 Strikes Since my last update, at least seven companies have published annual reports and passed my […]
David Stevenson argues the global equity rally is broadening beyond AI and the US, highlighting new opportunities across markets and sectors. He also examines a new Indian equities ETF, revisits HgCapital after its sell-off, and explores how funds can help investors manage downside risk. In this month’s funds article, we examine whether the broad equity […]
In Part II of his trading timeframe series, Michael Taylor explains how to categorise trades as M2M or T2H before entry – and why that decision is critical to discipline and performance. He also highlights the costly mistake of converting short-term trades into long-term holds, and how to avoid it. In my last article we […]
Michael Taylor explores why so many traders fail by blurring short-term trades with long-term investments, and introduces his M2M versus T2H framework to define each clearly. In Part I, he explains how aligning timeframe, risk and discipline with the right strategy is critical to consistent performance. Most traders fail because they don’t know what game […]
Richard’s filter strikes out, so he takes a closer look at Cerillion, the software company that achieved no strikes at all last time. The company has a perfect track record, but how much does that tell us about the future? 5 Strikes Over the last few weeks, very few companies have published annual reports, only […]
This month’s deep dive into all thing’s funds-related looks at turbulent Japan, why it’s time to become more nervous about gold prices, an under-the-radar UK-listed PE fund that could be a great play on the UK economy, and a fab model portfolio of alternative listed funds from a UK investment bank. Japan – what’s going […]
It is four out of four this time, as Cerillion, Hollywood Bowl, Ramsdens and RWS all pass the 5 Strikes test. Richard Beddard explains why Cerillion is the pick of the bunch, with a rare perfect score and a financial track record that merits closer scrutiny. 5 Strikes I’ve got good news and bad news. […]
Richard puts the last 10 shares to pass his minimum quality filter through 5 Strikes and finds two exotic companies. One is making less money in a roaring market. The other is making big profits in a declining one. Today, I am collecting up stragglers, the last companies to publish annual reports in 2025 that […]
David Stevenson reviews an exceptional year in which most asset classes delivered strong returns, challenging assumptions about US market dominance. He also highlights a UK income trust, a Vietnam-focused opportunity, and the striking rise in precious metals, particularly silver. 2025 was a fairly extraordinary year in which nearly all risky assets and markets, including gold, […]
Bruce looks back at how his and others 2025 investment ideas performed, and offers some more ideas for 2026. Only one stock covered, NXT, the retailer often considered a “bellwether” for the UK economy. The FTSE 100 was +1.3% since the start of the new year to 10,064. Babcock, Rolls Royce and BAE Systems were […]
This month’s funds update looks at gold’s powerful long-term record and rising investor optimism.We also revisit a UK digital infrastructure trust and explore why Japanese equities are dazzling under new leadership. I couldn’t resist starting this monthly funds update on gold – and long-term data on its returns. For the record, I believe $ 5,000 […]
Eagle Eye is an intriguing business with improving numbers that just fails to make the 5 Strikes cut. Richard also examines a trio of businesses that supply products for buildings. James Halstead, with only one strike, is not what he is looking for. 5 Strikes Since my last update, six companies have published annual reports […]
Looking to uncover undervalued opportunities with ShareScope? We’ve created this Value Stock Screening Guide to go with our off-the-shelf Value Screen to help you learn how to spot them. It’s designed to highlight the key signals we believe matter when searching for shares trading below their true worth. ShareScope subscribers can apply this screen at […]
Richard is tempted by a growing business that employs 18 people and only earns £3m turnover. If it were up to him, all firms would disclose their chief executive to median employee pay ratio. Just one company has published an annual report and passed the minimum quality filter since my last update. To pass the […]
Although Richard prefers to invest in businesses that should grow steadily over the long term, one company is showing it can generate long-term shareholder returns while hardly growing at all. Before I take a closer look at Colefax, a five-strikes update. 5 Strikes Since my last update, nine companies have published annual reports and passed […]
Games Workshop, Kainos and James Latham pass the 5 strikes test. Richard ponders the future of people-focused businesses in a world in which AI is doing more of the work. Three companies have passed my minimum quality filter and a cursory evaluation of their financial track records since my last update. Name TIDM Prev AR […]
Nine shares pass the minimum quality filter but five fail to make the grade. That leaves Polar Capital, XPS Pensions and MS International in the frame. Richard discovers how Mortgage Advice Bureau is setting out to disrupt its industry. Of the nine companies to publish annual reports and pass the minimum quality filter since my […]
Car marketplace Auto Trader and pork and poultry producer Cranswick pass 5 Strikes. Richard learns about animal welfare and finds a company is zigging when others are zagging. Since my last update, five companies have passed my minimum quality filter, the first stage of the 5 Strikes process. Two of them have achieved less than […]
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 […]
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 […]
Just two shares out of six to publish annual reports in the last fortnight achieve less than three strikes. Richard introduces M Winkworth and Churchill China, before discovering that Spirax makes your toast (and his). The two shares to publish annual reports, pass my minimum quality and achieve less than three strikes in the last […]
This week Richard surveys an unusually high-quality crop of shares and takes a closer look at Nichols. The soft drinks company owns the Vimto brand and its secret formula. Six of the 14 companies that published annual reports in the last fortnight and passed my minimum quality filter have impressive financial track records. That’s a […]
Richard looks beyond Morgan Sindall’s excellent numbers to find any Big Obvious Objections (or Boo’s) to investing in the business. Meanwhile, 11 shares make it through the 5 Strikes filters. In the last fortnight 21 companies have published annual reports and passed my minimum quality filter. Eleven of them achieved less than 3 strikes. 5 […]
In 2021, traders gobbled up shares in cake store franchise Cake Box, then spewed them back out. Today, the company earns twice as much in turnover than it did in 2020, but the share price is not much higher. Bonanza! 5 Strikes Twenty-nine shares have published annual reports and passed my minimum quality filter in […]
They say elephants can’t gallop, but Pets At Home is an elephant in UK pet care, and it has been trotting along nicely. Richard takes a closer look at the pet store chain dominating the market. Of the ten shares to publish annual reports in the last fortnight and pass my Minimum Quality filter, four […]
The trickle of annual reports in January and February has turned into a stream. It will soon be a flood. Eight companies have achieved less than three strikes. Richard takes a closer look at Dotdigital, which achieved only one strike last November. Of the 13 companies that published annual reports in the last fortnight, a […]
Guest author Andrew Latto explains that UK gilts serve as a benchmark for investment returns, offering safety, no capital gains tax, and government backing. While their fixed returns provide certainty, they remain vulnerable to inflation and interest rate fluctuations. Gilts don’t need a UK government guarantee – gilts are the government. They are also among […]
Richard digs deeper into Spirax’s annual report to discover why its numbers have deteriorated and consider whether the company can re-establish its tremendous long-term track record. 5 Strikes Only four companies have published annual reports and passed the minimum quality filter since my last article. Only one of them achieved less than 3 Strikes, and […]
Six years after selling Science, a share that today has no strikes to its name, Richard looks at the consultancy’s last annual report to see where the company’s strategy took it. Since last time, only three companies have published annual reports and made it past my minimum quality filter. I assigned all of them 4 […]
January is a quiet month for annual reports, so Richard mines the list of shares that passed the 5 Strikes test in 2024 and should pass it again in 2025. Spirax Sarco catches his eye. Only two shares have published annual reports in the sleepy post-New Year reporting season. That is because the many companies […]
Cerillion has a perfect track record selling software to a challenging sector. Goldplat knows how to profit consistently from miners in troubled economies. Renew has figured out how to make big returns from labour intensive infrastructure repair and maintenance. All pass the 5 Strikes test. Unsurprisingly companies haven’t been busy churning out annual reports over […]
Richard makes a rare find, a company with no strikes to its name. He also stripped down his 5 Strikes system and checked its components to make sure it was fit for the purpose in 2025. Happy New Year! And a propitious one it is too, because the only company to have scored less than […]
Richard brings you the latest shares to pass his 5 Strikes process and takes a look at Raspberry Pi, a rare British technology company that will not pass the 5 Strikes test for at least 7 years. Since this is my last article before Christmas, I am (temporarily) passing up the opportunity to write about […]
Gram for gram Bioventix must be one of the most profitable manufacturers in the UK. Richard also looks at Dotdigital. It too has an unblemished financial history. Since my last update in mid-November, six companies have passed my minimum quality filter, and four of them have achieved less than three strikes. These companies have achieved […]
Only two companies pass Richard’s minimum quality filter. Luckily Associated British Foods and Softcat both pass the 5 Strikes test. It’s been a thin fortnight for my 5 Strikes system since I last updated you. Only two of the 16 companies that published annual reports passed my minimum quality filter, which is a pretty low […]
Phil looks at the state of the US stock market following the presidential election and the reasons why it might continue to boom and why it might not. Even if you don’t invest in US shares, what happens on Wall Street has a big say in how UK shares will perform. A high-flying US stock […]
After rival house builder Bellway decided not to buy Crest Nicholson, Phil asks whether the shares have been treated too harshly by the market or if investors should stay clear of them. Source: Crest Nicholson It’s been a rough few years for house-building companies. COVID-19 badly disrupted their businesses while government subsidies and low borrowing […]
Investing in UK market-leading companies is a marmite proposition. They must have done something good but, if they are already so big, how can they keep taking market share? Richard examines market leaders Dunelm, and Inchcape (again!) In this week’s update, only two companies published annual reports, passed my minimum quality filter and the 5 […]
Phil takes a look at the subject of factor investing and whether quality factor exchange-traded funds (ETFs) can deliver better returns than those that track the stock market. Factor investing 101 To some extent, most investing is based around factors. Factors are used to deliver sources of return from portfolios and to explain the performance […]
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 […]
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 […]
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 […]
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 […]
From a pool of more than 200 shares, Richard hones in on software company Kainos (again), fast food favourite Greggs, motor vehicle distributor Inchcape, integrated pet shop and vet group Pets at Home, and defence technology supplier Cohort. On the horizon: posh wallpaper and fabric designer Colefax and Gately, a law firm. Well, maybe not […]
The conventional wisdom that stocks deliver the best returns for investors is generally true, but only if you can ignore the wild ups and downs that come with them and stay invested. Phil looks at whether a popular and lower-risk approach to investing is worth considering at the moment. Shares deliver the best returns if […]
This week, investment professional, Jamie Ward discusses the ways in which private investors are at an advantage to professional investors. He then describes practical steps to exploiting these advantages and avoiding the pitfalls. From the outside, the life of a fund manager looks to be a charmed life. Indeed, if you are interested in markets […]
In the latest in the series, we have an investor with over 10 years of experience who is relatively new to ShareScope – Andrew. He is sharing a bit about his investing history and how he uses ShareScope. If you have your own routine you would like to share, or some interesting custom settings, layouts […]
This week, Jamie Ward rewatched an old interview with an investor whose style might be considered rogue in today’s professional investment landscape. He believes that the lessons espoused could be useful for private investors who consider whatever wealth they have accumulated to be precious and irreplaceable. He then suggests a few businesses that might form […]
The latest haul of investment candidates from Richard includes a software company, a timber importer, a one-of-a-kind fantasy gaming and modelling company Games Workshop, a housebuilder and a business so small you may never have heard of it. Just to recap and contextualise, 5 Strikes is a quick way of deciding which shares are the […]
This week, Jamie talks about how the phrase ‘quality investing’ has been distorted and why complacency in investing can be really bad for your returns. He then explains why he thinks Unilever, a darling of quality investment portfolios, might not be as good as some perceive. As is so often the case, seemingly minor events […]
Richard’s 5 Strikes system puts three very different businesses in the frame: Athleisure brand Lululemon, Gamma Communications – an IT company that supplies communications systems, and MS International, which manufactures naval cannon. Bingo! Well, almost Bingo. In my last article, I promised to order the results of my 5 Strikes system by number of strikes […]
This week, Jamie talks about the narrow education professional investors receive and why it is important to keep learning. He then discusses why you can make a compelling case for Burberry yet he does not own it currently as he puts into practice the lessons he’s learned later in his career. When I passed my […]
Richard scratches the itch that is payments company PayPoint. Maybe his time would have been better spent investigating one of the other companies on his research list, Cranswick, say, or Castings, but he has no regrets. The main focus of this article is PayPoint. There’s no snappy adjective I can use to describe Paypoint because […]
In the latest in the series, we have experienced investor and long-term subscriber – Harry sharing a bit about his investing history and how he uses ShareScope. If you have your own routine you would like to share, or some interesting custom settings, layouts or screening filters – we would love to hear about you […]
A look at the bank sector, that has been disappointing for decades but has now begun to outperform the wider market. Companies covered BARC, CBG, LLOY, MTRO, HSBA, STAN Lloyds kicks off the H1 Jun reporting season for UK banks on the 25th of July, closely followed by NatWest, Standard Chartered, HSBC and Barclays. Most […]
The latest haul of 5 strikes shares includes Halma and RS, proof perhaps that big companies can gallop, or at least trot. Richard also doffs his cap to Bloomsbury Publishing and works out how profitable Next 15 really is. We’re in a low period for annual report publishing as the large number of companies that […]
This week, a podcast that Jamie listened to inspired a little research project, which reiterated an important lesson in investment. He asks what makes a good business and what impact buying back of company shares has or hasn’t had over the last ten years. I listened to a podcast, recently where the host interviewed a […]
The standout share from Richard’s latest 5 Strikes haul is Pets at Home, a dominant pet care business in the UK with a strong financial track record. Fifteen companies have passed the Minimum Quality Filter since my last update, but the finances of only three score less than three strikes, according to the 5 strikes […]
In the latest and first video version in the series, we have very experienced investor and Convener in Signet, Ray Williams sharing a bit about his investing history and how he uses ShareScope. As we all know, there is a lot of functionality in ShareScope and there are many different ways to use and customise […]
Richard’s 5 Strikes systems discover four more potential long-term investments, but he doesn’t investigate any of them. Instead, he’s drawn to B-Corp aspirant and gaggle of consultancies Next 15. It has only two strikes to tarnish its name. Since the last 5 Strikes update, my 5 Strikes system has discovered four more candidates for long-term […]
Phil looks at the recent bid interest in Hargreaves Lansdown and suggests that more bids for unloved companies could be on the way. From loved to laggard Many investors like to own shares in companies that are doing well and where the share price is heading upwards. This is perfectly understandable as this situation provides […]
Bad news: customer service is in decline in the UK. Good news, we can still invest in the companies bucking the trend. Richard sprinkles some stardust on SharePad to reveal companies that are doing the right thing and reaping the rewards. A chance encounter with an article about declining standards of customer service in the […]
Banks have been one of the best-performing sectors in the UK market so far in 2024. Phil undertakes a very simple SharePad analysis of the sector to see if the good run can continue. Banks sustain their outperformance The long-term performance of UK bank shares has not been good. Many owe their survival to taxpayer-funded […]
The latest companies to pass Richard’s 5 strikes system include a direct seller of swag, an estate agent franchise, an engineer that should galvanise investors, a soft drinks company, and a market-leading mortgage intermediary. Since my last update, I have run 16 shares through the 5 Strikes system. Five achieved less than three strikes. This […]
Phil takes a look at some of the issues investors should consider when owning a share that has performed very well. He does this by taking a look at Rolls-Royce shares. It’s always nice to own a share that performs very well. However, there will come a time when investors will ask themselves whether they […]
If ever there was a company that demonstrated complexity can be bad for business, it’s Nichols. When diversified, profitability crumbles. When it sticks to marketing soft drinks it prospers. Guess what it is doing now? The one thing you will not read much about in this article is Vimto. Vimto is a soft drink and […]
Companies have three main choices when it comes to financing their business. They can use money from shareholders or equity, use the profits and free cash flows produced by the business, or they can borrow money from lenders. Debt on its own is not a bad thing. If a company takes the money it has […]
Richard tightens up his “Minimum Quality” filter so that SharePad is doing more of the heavy lifting. In a not-very-scientific test, 18 out of 21 good-quality businesses were identified by it. Last month I shared a list of all the companies that passed my semi-automated sifting of the entire stockmarket over the course of the […]
Phil uses SharePad to shed some light on the very popular Fundsmith Equity fund. Fundsmith has great long-term performance but recent performance is more modest. Fundsmith is one of the most popular managed funds out there and gets plenty of column inches due to its high-profile manager Terry Smith. Since starting out at the back […]
Richard unearths five good-quality businesses that have recently published annual reports. Top of the list are InterContinental Hotels (IHG), and MoneySupermarket (MONY)… Joyfully, I am away on holiday but my holiday is mistimed in one respect. The post-Christmas lull in annual report publishing has come to an end. A large number of companies with financial […]
In the latest in the series, we have a very experienced investor who you can find on YouTube and the-social-media-channel-formerly-known-as-Twitter – Ramin Nakisa AKA PensionCraft sharing a bit about his investing history and how he uses ShareScope. As we all know, there is a lot of functionality in ShareScope and there are many different ways […]
