ARTICLES
& INSIGHT

All the latest articles & insight from our investment writers to inspire your own research and analysis.

Author Index

  • Alpesh Patel OBE
  • Ben Hobson
  • Bruce Packard
  • David Stevenson
  • Jamie Ward

Author Index

  • Jason Needham
  • Maynard Paton
  • Michael Taylor
  • Phil Oakley
  • Richard Beddard

Searching for outstanding companies with SharePad

Investing in good companies is one way to grow the value of your portfolio. In this article, Phil takes you through his method of searching for outstanding British companies using SharePad. When I first started out in the investing world more than a quarter of a century ago, value investing was still very much in

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The Trader: Scanning the classic filter

Michael looks at some of the results from his classic filter to see if he can find potential trades. I’ve written about my 10% within 52-week highs filter twice, introducing it in May 2022 and again in February 2023. After a big market rally in November and December, there are going to be plenty of

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Weekly Market Commentary | 03/01/2024 | AVAP | What’s in store for 2024?

Bruce reviews 2023 performance and the outlook for this year. Plus a detailed write-up of aircraft leasing business AVAP.   Last year the Nasdaq 100 was the best-performing major index, up +54%, followed by Japan’s Nikkei. Not something that many people would have predicted. The S&P500 also did well +24% last year, followed by the

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My SharePad system

Having used the 5 Strikes system for nine months, Richard has decided it is a keeper. Commenting on the latest investment candidates to achieve less than 3 strikes, he explains what he was thinking while he was separating the wheat from the chaff. Happy New Year! At the turn of every year, I review my

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How do YOU SharePad?

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

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The Trader: Introducing my new filter

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

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The Stock Market Is Not All There Is

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

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