Richard uses the results of his Five strikes scoring system to go in search of high-quality sectors. It is leading him to challenge long-held beliefs about what makes a good long-term investment. Scoring companies, when they publish annual reports, means that over the course of a year, I will have conducted a survey of a
Bruce looks at recent trends in the IPO market and questions whether attracting new listings at any price really is good news for investors in London’s equity capital markets. Companies covered W7L, FDEV and VNET. The FTSE 100 was up +0.5% to 7,618 over the last 5 days. The Nasdaq100 and S&P500 were up +3.8%
In this article, Michael looks at two of the best trades of the 20th Century by Sir John Templeton. Sir John Templeton was an American-born British investor, philanthropist, and fund manager. He was born in 1912 in Tennessee in the United States and passed away in 2008 in Nassau, Bahamas. American-born British because he gave
Buying shares when they are unpopular can be a profitable investing strategy. Phil takes a look at one of the UK’s leading brickmakers, Forterra, to see if now could be a good time to buy its shares. A good business underpinned by strong long-term demand for new homes The long-term bull case for buying shares
Bruce looks at the divergent performance of the Nasdaq100 +22% since its October lows, versus AIM which is flat over the same time period. Companies covered OMG, GHH, OCN and ADB. The FTSE 100 fell -0.3% to 7,573 last week. The Nasdaq100 and S&P500 were both flat over the last 5 trading days. A week
Screening for consistently high margins and ROE leads to property franchisor Belvoir. Maynard Paton weighs up the small-cap’s acquisitive history, super cash flow, visible management and immediate prospects. Today I have revisited a SharePad screen that applies two ratios favoured by ‘quality’ investors — operating margin and return on equity (ROE). The exact criteria I
Share prices on London’s Alternative Investment Market (AIM) have come under huge pressure over the past 18 months. But dividends from AIM stocks actually hit a record high in 2022. So what do these mixed signals really mean, and where can you find the best dividends on AIM? I am going to start this article
To celebrate the launch of his new book next month Robbie Burns AKA The Naked Trader delivers a special guest article on one of his favourite strategies. Plus details of a new SharePad filter so you can try the strategy yourself. There are loads of strategies to suit most traders/investors, except those of you who
As the number of new annual reports dwindles from a flood to a trickle, Richard examines another cut of shares that he scores highly. It is leading him to think the unthinkable. The springtime flood of annual reports has abated, so this article probably contains the last big cut of shares that, after scrutinising the
Bruce looks at 3 companies on low teens PERs that reported last week: BOWL, BMY and DOCS. But he wonders if copper is suggesting negative macroeconomic news that is not yet priced in. The FTSE 100 was flat at 7646 last week. In the last 5 days, the Nasdaq100 was very strong, up +4.4% and
Michael looks at the overall market and another intraday play in this article. AI will be the growth driver for the next bull run. At least that’s what everyone is saying. Here’s Nvidia’s chart. The stock gapped up more than 25% on earnings. Not something you see on mega caps every day. Or even every
A business that aims to save its customers money should be doing well during a cost of living crisis. Phil looks at Moneysupermarket.com and asks if the recent rally in its shares has further to go. The business Moneysupermarket (MSM) is the UK’s largest price comparison website. It aims to save people money on household