This week, Jamie Ward briefly talks about the latest update from Dewhurst. He then demonstrates that markets are frequently not efficient by reviewing the performance of a couple of the COVID winners to see if it can inform future investment decisions. Finally, he shows how to use Sharepad to screen for businesses that attempt to
2023 was the year of AI and we end the year with a deep dive into the handful of AI-specific exchange-traded funds or ETFs listed on the London exchange. They all provide real diversification benefits but have lagged big well-known individual stocks such as Nvidia and Microsoft. We also have a deep dive into a
As a seasoned observer and participant in the lithium market, I’ve navigated through its ebbs and flows with a blend of caution and opportunism. My investment strategy, focused on a basket of pre-commercial lithium juniors, was crafted with a long-term vision, fully aware of the turbulent waters of this sector, warned readers, for which I
As we all know, there is a lot of functionality in SharePad and there are many different ways to use and customise it. Last year’s customer survey also showed us that the majority of you use SharePad every day. Inspired by this and some social posts from long-term subscribers who talked about their daily SharePad
Michael explains his new filter and goes through some of the stocks it has provided. My 10% within 52-week highs filter is starting to pick up plenty of names. Does this mean the bull market is back? Well, not exactly. But it does mean that stocks are approaching their 1-year highs and threatening to either
Keystone Law is top of Richard’s research list because it is unlike any other listed law firm. Not only has it performed better than the others, it has a different way of doing business. But how special is it? One of the many things that hinder my understanding of companies is a direct result of
With Central Banks turning dovish, Bruce looks for the 16 / 64 day moving average crossover to call the turn to a more bullish market in 2024. Stocks covered investment platforms AJB, HL. plus defence stocks CHRT and MSI. The FTSE 100 rose +1% to 7617 last week. Meanwhile, the Nasdaq100 and S&P500 were up
A search for ‘owner managers’ leads Maynard Paton to the impressive dividend record of Lok’nStore and the ‘extremely stable’ nature of self storage. I love ‘owner managers’ — company bosses with significant shareholdings who want to build wealth for the long haul. Such leaders do seem to act differently to standard chief executives. A hefty
Buying a share in a company in the hope that it might get taken over is a risky thing to do. There’s no guarantee that a buyer will ever emerge and you could end up losing money waiting for one to turn up. Phil takes a look at some prominent takeovers of 2023 and asks
Bruce looks at the prospects for Commercial Real Estate (CRE) and wonders if this will become a source of market instability in 2024. Companies covered CML, SOLI, and SDI. The FTSE 100 was flat last week, hovering around the 7,500 mark. In the US, the Nasdaq100 and S&P500 were both up less than half a
As we all know, there is a lot of functionality in SharePad and there are many different ways to use and customise it. Last year’s customer survey also showed us that the majority of you use SharePad every day. Inspired by this and some social posts from long-term subscribers who talked about their daily SharePad
Six shares have passed the first stage of Richard’s 5 Strikes process. Many of them are destined for the “too hard pile”, perhaps the most underrated element in an investor’s toolkit. Here is an update on the latest companies to have published annual reports and passed the 5 Strikes system*. Since the last update four