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

Journeo PLC: Navigating the Road to Transport Innovation

Visiting an old friend in today’s fast-evolving tech landscape, few sectors remain as untouched by innovation as the world of transportation. At the helm of this transformation, one finds Journeo PLC (AIM: JNEO), a trailblazer in information systems and services explicitly curated for transport and local governments. The company’s recent accomplishment — a £2m purchase

Read More »

Private Investing: SharePad Guide to Investing in US Shares

Investing has become more global. Gone are the days when UK private investors were restricted to putting their money solely in the UK stock market. Today, many online brokers make it just as easy for a person to trade an individual share on European, US and Asian markets as it is on UK markets. Of

Read More »

Are share buybacks good for investors? – a look at the evidence

Phil uses SharePad to examine the impact of share buybacks on shareholder returns. Do they make shareholders better off and should investors focus on growing companies instead? Do share buybacks really make shareholders better off? Should they prefer dividends instead? Opinion is divided on this subject. The great thing about a dividend from an investor’s

Read More »

The Trader: The importance of high beta stocks

Michael looks at two examples of high-beta stocks offering news to trade. For anyone wanting to trade intraday then high beta stocks – stocks that move more than the market – are ideal stocks to trade. Especially when it comes to news that can move those stocks. Here are some examples this week. Gulf Keystone

Read More »

Monthly Funds focus: Biopharma & Hipgnosis

There’s something of an income theme to this month’s funds focus. First up is a specialist lending fund whose shares have fallen sharply in value yet the fund is still churning out a reliable 8% plus yield. Next up we investigate the ups and downs of the music royalty funds – very much a yield

Read More »

Is SDI cheap?

Shares in SDI have plummeted. Richard examines the price differential between the company, a manufacturer of scientific equipment, and Judges Scientific, a firm it is often compared to. In the last two weeks, my 5 strikes system* has only surfaced two new investment ideas: SDI and Goodwin. These businesses have good financial track records, but

Read More »

Small-Cap Spotlight Report: NCC (LSE: NCC)

Many great companies still can’t resist ‘diworsifiying’ in the quest for growth. Maynard Paton studies IT specialist NCC and its costly folly beyond software escrow.   “Instead of buying back shares or raising dividends, profitable companies often prefer to blow the money on foolish acquisitions. The dedicated diworsifier seeks out merchandise that is (1) overpriced,

Read More »

Is it a good time to buy housebuilder shares?

House building in the UK has experienced numerous peaks and troughs with shareholders in listed housebuilders experiencing similar fortunes. Buying housebuilder shares when they are unpopular has made investors plenty of money in the past, but is now a good time to invest? Phil takes a look at the sector through SharePad in an attempt

Read More »