All the latest articles & insight from our investment writers to inspire your own research and analysis.
Rockwood Strategic is buying underperforming small-caps, revitalising their boards and pushing for takeovers. Maynard Paton reviews the investment trust’s ‘activist approach, portfolio performance and current holdings. Rockwood Strategic could be the ideal choice for anyone wishing to capitalise on the sorry state of UK small-caps. A check of your own portfolio may support Rockwood’s belief
A look at the performance of gold, and some dividend yield paying shares which should also benefit from the rising gold price. Companies covered: HAT, CAPD and BGEO. The FTSE 100 was up +1% to 7,749 last week. Meanwhile, Nasdaq100 and S&P500 were down -1.2% and -0.2% respectively. The FTSE China 50 has now
You often hear of people who are staunchly for either technical or fundamental analysis. Chartists will sneer at those who read the financial statements because they have no predictor on price and fundamentalists will claim that chart-reading is kooky and for those who need to give their head a shake. I’ve never understood why these
For a year now, Richard has been scrutinising companies and awarding them ‘strikes’ for complications that make them tricky to analyse and potentially unpredictable as investments. Now he’s combed the entire market, he reveals all the shares that didn’t strike out. It’s a year since I started the 5 Strikes project, which means I have
A look at how commodity prices have performed since Putin’s invasion of Ukraine. Companies covered: BKS, FCH and NEXN. The FTSE 100 was flat last week at 7,629, as were the S&P500 and the FTSE China 50. The Nasdaq100 was down -1.5%. Bitcoin rose +9% to within touching distance of $70K and gold was up
Michael looks at a profit warning and some reactions to the news. It’s been a busy week in the markets and about to get a lot busier as March brings a whole load of results and trading updates. Last week, we saw profit warnings from Halfords and FD Technologies, along with some ahead statements and
Former Investment analyst and financial journalist Phil Oakley shows how he uses ShareScope to research companies and shares. I have been using ShareScope since it was launched in 2015 and helped to develop many of the features that are in it today. It remains a great resource for private investors and I find it invaluable
IntegraFin and Shoe Zone are the only companies to achieve less than three strikes as the winter lull in annual reporting intensifies. Richard also takes a closer look at Renew. 5 Strikes Since my last 5 Strikes update, I have only found two shares that achieve less than three strikes. A strike is a complicating
A trend following signal for AIM is close to turning positive, so we could see confidence return in smaller UK stocks. Companies covered: ENSI, ADF and RMV. The FTSE 100 was down -0.4% to 7,659 last week. The Nasdaq100 and S&P500 were up +2.0 and +1.0% respectively. In the US the bull market continues, with
This month we track down the listed investment funds which are still trading near their 52-week discount peaks and take a closer look at the worst offender in this category – the Digital 9 Infrastructure trust which is on the receiving end of yet more bad news. Not all big discount funds are worth the
Property Franchise has consistently exhibited attractive financials and will soon combine with rival Belvoir. Maynard Paton delves into the small-cap’s balance sheet, acquisitive history, franchising KPIs and merger prospects. Today I am studying Property Franchise, an estate-agency franchising business that appeared on my radar after I reviewed fellow estate-agency franchisor Belvoir last year. To recap,
Bruce looks at an old equity research note from 1993 and ponders if in some sectors customers receive a better deal than shareholders. Companies covered BARC, HL., LOK, ARC The FTSE 100 fell -0.6% last week to 7,683. The Nasdaq100 and S&P500 were up +0.5% and +1.7% respectively. The excitement was provided by Nvidia results,
