All the latest articles & insight from our investment writers to inspire your own research and analysis.
Richard brings you the latest shares to pass his 5 Strikes process and takes a look at Raspberry Pi, a rare British technology company that will not pass the 5 Strikes test for at least 7 years. Since this is my last article before Christmas, I am (temporarily) passing up the opportunity to write about
Screening for shares with a consistently high margin and ROE leads to model portfolio specialist Tatton Asset Management. Maynard Paton reviews the small-cap’s impressive financials, efficient workforce, owner-aligned founder and bold growth target. Today I have revisited a ShareScope screen that applies two ratios favoured by ‘quality’ investors — operating margin and return on equity
Michael looks at the recent cryptocurrency euphoria as well as two UK plays. Bitcoin has shot past $100,000. Its market cap now stands at nearly $2 trillion. Not bad for what is deemed a nothing asset by many. Dogecoin – a joke coin with no real tangible useful value and a picture of a cute
I’ve just launched a new edition of my book “Naked Trader” – edition 6. It’s been five years since the last edition and I thought I would answer a question many have asked: “What have you learned over the last 5 years from talking to investors?”. Here are 6 things I’ve learned. 1. I learned
A look at the capex boom from Artificial Intelligence and data centres, and who the winner(s) might be. Companies covered: W7L’s bid for BAR, EAH and VNET. The FTSE 100 was flat last week at 8,328. The Nasdaq100 was much stronger +3.3%, while the S&P was up around +1% over the last 5 trading days.
Gram for gram Bioventix must be one of the most profitable manufacturers in the UK. Richard also looks at Dotdigital. It too has an unblemished financial history. Since my last update in mid-November, six companies have passed my minimum quality filter, and four of them have achieved less than three strikes. These companies have achieved
Global stock market indices are widely used benchmarks and also form the core of a huge and growing range of exchange-traded funds. But what are the differences between these various indices? Taking that idea of global equities in one fund, Wisdom Tree has just issued what I think is a cracking one-fund solution, an ETF
A look at whether rising Natural Gas prices might threaten the market rally, and whether renewables might help offset the pain. Companies mentioned NESF, TAM, TRU and MTEC. The FTSE 100 was up +2.3% last week to 8,294, helped by a weak pound. The pound has fallen -6% from 1.34 against the dollar to 1.26
You’ve probably seen Jaguar’s new rebrand, which looks similar to a cosmetic or a fashion ad, without any mention of cars, and some vague slogans which mean little to anyone. Marketers worldwide have crowed about how “Jaguar has destroyed its brand” and that this is financial suicide. Maybe. But they missed the point. Jaguar barely
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 for my 5 Strikes system since I last updated you. Only two of the 16 companies that published annual reports passed my minimum quality filter, which is a pretty low
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 predefined rules. Both of these have merits and drawbacks, and it’s not untypical for traders to look down upon the other group as inferior. Which, given we’ve had the budget
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 it might not. Even if you don’t invest in US shares, what happens on Wall Street has a big say in how UK shares will perform. A high-flying US stock
