Two firms pass the test
Only two companies pass Richard’s minimum quality filter. Luckily Associated British Foods and Softcat both pass the 5 Strikes test. It’s been a thin fortnight
Richard Beddard
20th November 2024
ARTICLES
& INSIGHT
All the latest articles & insight from our investment writers to inspire your own research and analysis.
Author Index
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Alpesh Patel OBEAlpesh Patel OBE
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Bruce PackardBruce Packard
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David StevensonDavid Stevenson
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Jamie WardJamie Ward
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Jason NeedhamJason Needham
Author Index
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Maynard PatonMaynard Paton
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Michael TaylorMichael Taylor
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Phil OakleyPhil Oakley
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Richard BeddardRichard Beddard
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Robbie BurnsRobbie Burns
The Trader: Discretionary v Systematic
There are two approaches to trading: discretionary and systematic. The former relies on the trader’s judgement to make decisions, whilst systematic follows a set of
Michael Taylor
15th November 2024
US market excitement may be misplaced
Phil looks at the state of the US stock market following the presidential election and the reasons why it might continue to boom and why
Phil Oakley
13th November 2024
Bi-Weekly Market Commentary | 12/11/2024 | ZTF, TCAP, SFOR, AQX | Public stockmarkets and Private Equity
A look at how different asset classes have responded to the US election result, and whether there might be some inconsistent thinking therein. Companies covered:
Bruce Packard
12th November 2024
Screening For My Next Long-Term Winner: Wynnstay | WYN
Wynnstay has paid an increased dividend every year since 2004 yet its shares trade nearly 40% below net tangible assets. Maynard Paton weighs up whether
Maynard Paton
8th November 2024
Volution|FAN: Making money from clean air
Richard presents the latest companies to make it through his 5 Strikes process. Volution, a manufacturer of extractor fans and more sophisticated ventilation systems achieved
Richard Beddard
6th November 2024
Monthly Fund Focus: Trusts Sector, CLO Funds, Charteris Funds, Equal Weight ETFs
In this month’s Funds Focus, David Stevenson looks at a recent report on the consolidation of investment trusts which has some quite revealing headline numbers.
David Stevenson
1st November 2024
Are Crest Nicholson shares way too cheap or a big value trap?
After rival house builder Bellway decided not to buy Crest Nicholson, Phil asks whether the shares have been treated too harshly by the market or
Phil Oakley
30th October 2024
Bi-Weekly Market Commentary | 29/10/2024 | GBG, CER, PCIP | Moving the long end of the curve
A look at the movements at the long end of the government bond yield curve, and the implications for equity investors. Companies covered GBG, CER
Bruce Packard
29th October 2024
The Trader: Preparing for the Budget
Michael takes a look at some sectors that could be affected by the upcoming autumn budget. The budget day is going to be like a
Michael Taylor
25th October 2024
“M” is for marmite, and market leader
Investing in UK market-leading companies is a marmite proposition. They must have done something good but, if they are already so big, how can they
Richard Beddard
23rd October 2024
Is it worth investing in quality factor ETFs?
Phil takes a look at the subject of factor investing and whether quality factor exchange-traded funds (ETFs) can deliver better returns than those that track
Phil Oakley
16th October 2024