Diageo has many attractive characteristics as a business but its shares have delivered steady rather than exceptional returns to investors. Phil has a look at the company to see if it might reward investors better in the future than it has in the past. For many long-term investors, Diageo is a company that ticks a
Screening for consistently high margins and ROE leads to currency manager Record. Maynard Paton weighs up the small-cap’s super cash flow, well-paid workforce, diversification ambitions and bold targets. I have once again revisited a SharePad screen that applies two ratios favoured by ‘quality’ investors — operating margin and return on equity (ROE). The exact criteria
Bruce uses Sharepad to look at H1 mortgage approvals data going back to the mid-1990s, and house prices back to the 1950s. Companies covered: GRG, TW. and DEVO. All three of the FTSE 100, S&P500 and FTSE China50 were down -2.2% in the last 5 days. The Nasdaq100 was even worse down -3%. The US
Michael looks at 7 more of the greatest trades of all time. In my last article, we looked at the best trades you’ve never heard of. And now that’ve read it, you have heard of them. But here are seven more… 1. John Templeton’s World War II capitulation trade Back in 1939, Germany invaded Poland
In this article, I’m going to jump straight into the business end of where the money is made when you’re right. I’ll run through three methods of managing a winning position; from a defensive stance of de-risking or top-slicing the position, to an aggressive approach of adding to the position as it rises. It’s not
Richard reveals the latest shares to pass his 5 Strikes scoring system, and attempts to bottle the essence of Christie, a big data business back in 1846! It may be the height of summer, but I am still beavering away scoring shares as companies publish their annual reports. Two months of top-scoring shares To recap,
Bruce makes some broad observations about how economists’ models drive Central Bank behaviour and interest rate expectations. Companies covered: LLOY, TSTL, RBGP The FTSE 100 was flat in the last five days at 7,688. Nasdaq100 was up +2% and the S&P500 was +0.75%. The FTSE China 50 Index was up +3.9% as the renminbi rose
This month our funds expert focuses on ETFs and the listed hedge fund BH Macro. He looks at why you’d be better off investing in a small handful AI related stocks rather than AI ETFS and also looks at two new defensive-oriented ETF trackers, with one focused on covered call options writing. He also investigates
Phil asks whether AG Barr’s recent acquisitions can turn it into a growing business again. Soft drinks companies are a long-term favourite with investors. Their products are affordable, small and regular consumer purchases which can produce a nice blend of steady growth and resilience which can make them all-weather investments. The giants of the industry
With inflation peaking in the UK (at least for now), Bruce looks at some larger cap stocks that have broken through their 200-day moving averages on the upside. Companies covered: ONT, DARK, HL., AJB The FTSE 100 enjoyed a strong week up 3.4% to 7,658 as last week the UK’s inflation data was better than
In this article, Michael looks at some of the greatest trades in history. The markets have always offered opportunities for those who either do the work and think differently. Most of my trades are systematic, however, every now and again opportunities open up. It’s important to log your trades in a trading journal (I am
An iron rule in long-term investing is to understand the business. Richard adapts business school teaching to work out how companies make money. One of the advantages private investors have over many fund managers is that we do not have to worry about being fired or losing out on bonuses just because we have not