All the latest articles & insight from our investment writers to inspire your own research and analysis.
Six shares have passed the first stage of Richard’s 5 Strikes process. Many of them are destined for the “too hard pile”, perhaps the most underrated element in an investor’s toolkit. Here is an update on the latest companies to have published annual reports and passed the 5 Strikes system*. Since the last update four
Bruce ponders why some companies that operate in the same sector enjoy such radically different fortunes. Companies covered MPE, LTHM, and MIND. The FTSE 100 rose +0.6% to 7,506 last week. The Nasdaq100 was flat, while the S&P500 rose +0.8%. The price of gold rose +2% to $2,035, which seems to have been driven by
Michael looks at assessing news premiums and news discounts with two recent examples. One question I’m often asked by clients is how do you gauge the news and what price to go within the uncrossing trade? Whilst much of trading can be systematic, such as following entries, stop losses, position sizing, and risk management, intraday
Investment trusts have rallied in recent days as investors bet on falling interest rates in the coming 18 months, pushing many funds off their 52-week discount highs. That’s left some investors worried they might have missed the big opportunities in funds land but there’s still plenty of very cheap – sometimes for a reason –
There’s no harm in using fund managers as a source for investment ideas but blindly copying them without doing your own research can be a costly mistake. Phil looks at the recent purchase of Rightmove shares by two well-known professional investors to see if private investors should consider buying in as well. Why copying others
This week, Jamie Ward talks about why missing out on some great investments might not be a bad thing, especially when thinking of the wider context where you may have invested in something better. He believes that having a process is far more important than whether you did or did not buy a security and
This week we have Stock Whittler and Sue from East Anglia kindly sharing a bit about their investing journey and how they use ShareScope.
In the last update, I looked at the leading markets (NASDAQ & S&P500) and what to expect after the break higher and I also talked about the AI stocks becoming frothy. Can anyone remember AI? So, What Happened? The leading markets melted around 5% higher over the coming weeks and then ran out of steam
Richard uses SharePad and Artificial Intelligence to help him learn about listed law firms. The legal sector is not quite the unappreciated stock market backwater he anticipated. It is a bit of a horror show, with a couple of light intermissions. It was the data that alerted me to the opportunity in listed law firms.
This week, Jamie Ward returns to talk about how passive investing is logical but isn’t really investing. He also posits that passive investment cannot exist without active investment but the reverse is not true. Companies covered: DCC, OCN. US inflation data set the tone for markets last week. The previous readings for US core and
Judges Scientific has delivered mega-bagger returns for its very early shareholders. Maynard Paton studies the growth and success of the ‘buy and build’ operator. Today’s rough market for small-cap shares could be the exact time to hunt for your next great portfolio winner. Take Judges Scientific, the £540 million group of scientific instrument manufacturers, which
Profit warnings are part and parcel of the experience of owning shares. They are not pleasant but they often contain valuable lessons which can benefit investors in the future. Sometimes they can just reflect a temporary blip. But they can also be a reason to question the sustainability of a company’s strategy and business model.
