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

The Trader: The hour between 8am and 9am

Michael looks at the first two hours of the trading day and how to view potential mispricing. The hour between 8am and 9am is just as important to the intraday trader as 7am to 8am. Whilst 7am to 8am is the time to meticulously work through RNSs and come up with a shortlist to dig

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Monthly Funds focus: Cordiant Digital Infrastructure, US equities play

This months’ focus on funds explains why a peak in short-term government bond yields might presage a sudden turnaround in sentiment towards the listed infrastructure fund space. We also look at a stockmarket listed venture capital fund that is full of AI early-stage businesses but is valued at well below its book value by a

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A pandemic winner still winning

Richard reveals the latest batch of shares to go through his 5 strikes system. Topping the list is Kainos, a pandemic winner that probably has what it takes to prosper over the long term. Here are the latest candidates for long-term investing according to my 5 Strikes system: Name AR date Strikes Score Kainos 21/7/23

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sale

UK shares are cheap but bargain hunters should tread carefully

The UK stock market is undoubtedly cheap, but that doesn’t mean it won’t stay that way. Phil uses SharePad to show how you might sift this unpopular market for undervalued shares and creates 4 new SharePad stock screening filters for good measure. When I first entered the world of investing over a quarter of a

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social media trading

The Trader: Social Media’s Impact on Stock Trading

In this article Michael Taylor looks at the trading impact of rumours, overloads and spikes from Social Media. What to be aware of and how to navigate them to your advantage. The influence of social media platforms on various aspects of our lives is undeniable. One area where this impact has been particularly pronounced is

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Chart

The Crux of Christie Group PLC (LSE:CTG)

Richard looks beyond how Christie Group PLC makes money, to how it is going to make more. He examines the challenges it faces and how it plans to overcome them, aka strategy. My enthusiasm for Christie has diminished in the two weeks since I introduced it to you (see 29 top scorers, and Christie bottled).

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Can investors depend on Diageo?

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

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Screening For My Next Long-Term Winner: Record (LSE: REC)

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

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