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
  • Elric Langton

Author Index

  • Jason Needham
  • Maynard Paton
  • Michael Taylor
  • Phil Oakley
  • Richard Beddard

A closer look at Reckitt Benckiser

Phil puts the embattled Reckitt Benckiser under the SharePad spotlight. Last Friday saw a sharp fall in the share price of Reckitt Benckiser – one of the world’s leading household and consumer goods companies. A judge in the US awarded damages of $60m after ruling that Reckitt’s infant formula products may have contributed to the

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Small-Cap Spotlight Report: Rockwood Strategic

Rockwood Strategic is buying underperforming small-caps, revitalising their boards and pushing for takeovers. Maynard Paton reviews the investment trust’s ‘activist approach, portfolio performance and current holdings. Rockwood Strategic could be the ideal choice for anyone wishing to capitalise on the sorry state of UK small-caps. A check of your own portfolio may support Rockwood’s belief

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The Trader: Using technicals with fundamentals

You often hear of people who are staunchly for either technical or fundamental analysis. Chartists will sneer at those who read the financial statements because they have no predictor on price and fundamentalists will claim that chart-reading is kooky and for those who need to give their head a shake. I’ve never understood why these

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All the 0’s 1’s and 2’s

For a year now, Richard has been scrutinising companies and awarding them ‘strikes’ for complications that make them tricky to analyse and potentially unpredictable as investments. Now he’s combed the entire market, he reveals all the shares that didn’t strike out. It’s a year since I started the 5 Strikes project, which means I have

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The Trader: Profit Warnings and Reactions

Michael looks at a profit warning and some reactions to the news. It’s been a busy week in the markets and about to get a lot busier as March brings a whole load of results and trading updates. Last week, we saw profit warnings from Halfords and FD Technologies, along with some ahead statements and

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How I use SharePad to research companies

Phil shows how he uses SharePad to research companies and shares. I have been using SharePad since it was launched in 2015 and helped to develop many of the features that are in it today. It remains a great resource for private investors and I find it invaluable when researching investments for my own portfolio

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Two companies pass first hurdle

IntegraFin and Shoe Zone are the only companies to achieve less than three strikes as the winter lull in annual reporting intensifies. Richard also takes a closer look at Renew. 5 Strikes Since my last 5 Strikes update, I have only found two shares that achieve less than three strikes. A strike is a complicating

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Screening For My Next Long-Term Winner: Property Franchise

Property Franchise has consistently exhibited attractive financials and will soon combine with rival Belvoir. Maynard Paton delves into the small-cap’s balance sheet, acquisitive history, franchising KPIs and merger prospects. Today I am studying Property Franchise, an estate-agency franchising business that appeared on my radar after I reviewed fellow estate-agency franchisor Belvoir last year. To recap,

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