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 […]
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: ZTF, TCAP and SFOR, plus a brief look at the AQX bid approach. The FTSE 100 was down around -0.5% last week to 8,125. In the US, the Nasdaq100 […]
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 the agricultural supplier is a value bargain or a value trap. I am back again looking for ‘value bargains’ and revisiting a screen that identifies companies trading at less than […]
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 only one strike, making it a prime candidate for research. Since my last update, five companies have published annual reports and passed my minimum quality filter. Having briefly scrutinised their […]
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. Plus he casts his eye over CLO & Charteris Funds and Equal Weight ETFs. We also ask whether it’s time to switch out of Exchange Traded Funds (ETFs) that track […]
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 if investors should stay clear of them. Source: Crest Nicholson It’s been a rough few years for house-building companies. COVID-19 badly disrupted their businesses while government subsidies and low borrowing […]
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 and PCIP. The FTSE 100 was down -1% last week to 8,223. The Nasdaq100 was flat, while the S&P500 was down -1%. The price of palladium was up +9% last […]
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 firehose of RNS announcements attached to your face. Lots of changes are going to be anticipated and there will be plenty of volatility. This volatility presents an opportunity (both for […]
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 keep taking market share? Richard examines market leaders Dunelm, and Inchcape (again!) In this week’s update, only two companies published annual reports, passed my minimum quality filter and the 5 […]
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 the stock market. Factor investing 101 To some extent, most investing is based around factors. Factors are used to deliver sources of return from portfolios and to explain the performance […]
A look at what might be causing the divergence in performance between the FTSE Small Cap (SMX) index -8%, which has outperformed FTSE AIM (AXX) -44% since Sept 2021. Companies covered CAV, WYN and TET. The FTSE 100 was down -0.75% to 8,244 last week. The Nasdaq100 and S&P500 were both up just over +1%. […]
Canadian 200-bagger Constellation Software has inspired Software Circle to become a serial acquirer of ‘vertical market’ software businesses. Maynard Paton studies the promising early progress of AIM-traded emulator. Mark Leonard has been described as the “best capital allocator you have never heard of“. According to Forbes, Mr Leonard is now worth $5 billion after he […]
Michael looks at the benefits of a sharper mind and how to cultivate an edge in trading. The difference between winners and losers is almost always the mindset. And yes, there are lots of other things that go into successful trading, such as knowledge, hard work, and the ability to learn quickly. But you can […]
Richard looks at one of his least favourite kinds of business – asset managers. Love them or loathe them, many London-listed asset managers are profitable and financially sound. Investors, aka asset managers, are not my favourite category of share. The financial world is precarious to me, which is why long ago I decided to take […]
Phil asks whether the latest profit warning from Aston Martin is the final straw for investors or whether a turnaround in its fortunes is still possible. Since its flotation five years ago, shares in Aston Martin Lagonda have been a disastrous investment. They have lost more than 90% of their value since then. Last year […]
In this month’s funds overview, we revisit the exciting world of gold and especially gold trackers which provide a regular income via options writing strategies. We also look at a very adventurous way of generating a big regular income, all through a well-established and successful investment trust. We also quickly glance at a new exchange-traded […]
A look at stimulus coming from the People’s Bank of China and deficit spending by Western governments, both of which seem expansionary. Companies covered: IPO, OMG and ABDP. The FTSE 100 was flat last week, bouncing around 8,270. In the USA, the Nasdaq100 and S&P500 were both up less than +1%. China on the other […]
In this article, Michael looks at flipping direction and two trade ideas. It’s been a big week for volatility. China’s stimulus plan jumpstarted the resources sector and helped the luxury sector too. China’s slowdown in consumer spending has been responsible for a big part of the luxury slump, and sales collapsed in Mainland China for […]
There is very little 5 Strikes action, so Richard takes the opportunity to slide Inchcape onto the front burner. Over the last eight years, the company has sharpened its focus on motor vehicle distribution. Deciding what to focus on is the basis of good strategy. Since my last article only two shares have published annual […]
Many investors like to buy shares that are popular or those of companies that are doing well. Phil takes a look at why sometimes buying shares that professional investors are betting against can generate big gains. Finding unpopular shares Most investors make money by buying shares that eventually go up in price. However, it is […]
A liking for ‘value bargains’ prompts Maynard Paton to search again for asset-rich shares with depressed ratings. Screening for low price to books and net cash positions leads to engineer Castings. I always love a traditional ‘value bargain’. Hence this revisit to an old screen that pinpoints companies trading at less than book value. Importantly, […]
Bruce looks at the reversal in the copper price, and what this might signal about global growth and interest rate expectations. Companies covered WOSG, HVO and FEVR. The FTSE 100 rose +1% to 8,273. US markets were much stronger, with the Nasdaq100 up +6.% and the S&P500 up +4%. That seems to be driven by […]
In this article, Michael assesses whether sellers present opportunities and a potential early stage two stock. I got asked this week about known sellers and if it is a good opportunity to buy a stock when there’s a seller. The reasoning behind this is that once the seller clears, sometimes there isn’t much of a […]
From a pool of more than 200 shares, Richard hones in on software company Kainos (again), fast food favourite Greggs, motor vehicle distributor Inchcape, integrated pet shop and vet group Pets at Home, and defence technology supplier Cohort. On the horizon: posh wallpaper and fabric designer Colefax and Gately, a law firm. Well, maybe not […]
The conventional wisdom that stocks deliver the best returns for investors is generally true, but only if you can ignore the wild ups and downs that come with them and stay invested. Phil looks at whether a popular and lower-risk approach to investing is worth considering at the moment. Shares deliver the best returns if […]
This week, investment professional, Jamie Ward discusses the ways in which private investors are at an advantage to professional investors. He then describes practical steps to exploiting these advantages and avoiding the pitfalls. From the outside, the life of a fund manager looks to be a charmed life. Indeed, if you are interested in markets […]
A look at UK retail fund flow data, from the Investment Association, which represents UK Fund Management Firms. Companies covered CLX, AQX and ESYS. The FTSE 100 was up +0.5% to 8,369 last week. The Nasdaq100 was down -0.7% and the S&P500 was flat. Both of these US indices are up +25% YTD, whereas AIM […]
Gold prices are moving steadily higher, yet most investors shun the shiny precious stuff. This month’s funds article looks at gold as an asset class, why professionals dislike it, and why UK investors have done well out of the precious metal. It also examines an innovative new way to invest in gold AND generate an […]
Richard examines fault after fault in businesses until he can find no more. If the faults should not cause permanent damage, the share is an investment candidate. Currently, Kainos is in the spotlight and Iomart and IG enter the pipeline. I am compiling a list of all the companies with a few flaws in their […]
In this article, Michael covers the recent stock market fall and two trade ideas. Two weeks ago stocks were tanking. This week stocks are up. If you were on holiday the last fortnight and didn’t bother checking the markets, then you might not have noticed anything was up. As I wrote in my Slack group […]
In the latest in the series, we have an investor with over 10 years of experience who is relatively new to ShareScope – Andrew. He is sharing a bit about his investing history and how he uses ShareScope. If you have your own routine you would like to share, or some interesting custom settings, layouts […]
This week, Jamie Ward rewatched an old interview with an investor whose style might be considered rogue in today’s professional investment landscape. He believes that the lessons espoused could be useful for private investors who consider whatever wealth they have accumulated to be precious and irreplaceable. He then suggests a few businesses that might form […]
A look at Nvidia, which is forecast to grow sales by 11x since 2020, compared to Cisco Systems valuation in the previous technology bubble. Companies covered BUR, CGEO and GHH. The FTSE 100 rose +1% to 8,294 last week. The Nasdaq 100 has recovered strongly from its wobble earlier in August, and was up +5.4% […]
The market has become very unhappy with buy-and-hold investor Nick Train. Maynard Paton studies Lindsell Train Investment Trust and reckons Mr Train’s fund-management business could now be valued on a P/E of less than 2. Could now be the time to back Nick Train? The buy-and-hold fund manager was for years feted for selecting blue-chip […]
The latest haul of investment candidates from Richard includes a software company, a timber importer, a one-of-a-kind fantasy gaming and modelling company Games Workshop, a housebuilder and a business so small you may never have heard of it. Just to recap and contextualise, 5 Strikes is a quick way of deciding which shares are the […]
This week, Jamie talks about how the phrase ‘quality investing’ has been distorted and why complacency in investing can be really bad for your returns. He then explains why he thinks Unilever, a darling of quality investment portfolios, might not be as good as some perceive. As is so often the case, seemingly minor events […]
A difficult start to August seems to be driven by the Japanese carry-trade unwinding. Companies covered: DATA, LTG, CRPR. Markets sold off heavily on Monday. The FTSE 100 fell -3.6% in the last 5 days to 7,974. Meanwhile, the futures market suggested that US markets would start the week badly. The FT contained an article […]
Michael looks at some of this week’s action and notes some commonalities between trades. Riddle me this… If the market is efficient, then why don’t prices gap up and open without moving? The simple answer is because the market isn’t efficient. In this basic assumption, we assume that all (or at least a big majority) […]
Richard’s 5 Strikes system puts three very different businesses in the frame: Athleisure brand Lululemon, Gamma Communications – an IT company that supplies communications systems, and MS International, which manufactures naval cannon. Bingo! Well, almost Bingo. In my last article, I promised to order the results of my 5 Strikes system by number of strikes […]
With markets, the US ones in particular, in a bullish mood over the summer months, and volatility still well below long-term averages (even after the recent tech sell-off), our monthly look at funds continues its search for ideas that could hedge downside risk, focusing this time on managed futures funds. On a more optimistic note, […]
RWS has lifted its dividend for 19 consecutive years yet the shares currently offer a 6.5% yield. Maynard Paton studies the translation group’s acquisition history, profit adjustments and management changes. An illustrious dividend history and a worthwhile yield have brought RWS to my attention. The language-translation group presently offers: An unbroken record of dividend increases […]
This week, Jamie talks about the narrow education professional investors receive and why it is important to keep learning. He then discusses why you can make a compelling case for Burberry yet he does not own it currently as he puts into practice the lessons he’s learned later in his career. When I passed my […]
Some background reading on cybersecurity and hacking, topical in the wake of Crowdstrike-related chaos from last week. Companies covered TRST, RNO and CRL. The FTSE 100 rose +0.5% to 8,216 last week. Nasdaq100 and S&P500 were down -4% and -2% respectively. For contrast, the Russell 2000 small cap index jumped +7%, encouraged by helpful inflation […]
Richard scratches the itch that is payments company PayPoint. Maybe his time would have been better spent investigating one of the other companies on his research list, Cranswick, say, or Castings, but he has no regrets. The main focus of this article is PayPoint. There’s no snappy adjective I can use to describe Paypoint because […]
In the latest in the series, we have experienced investor and long-term subscriber – Harry sharing a bit about his investing history and how he uses ShareScope. If you have your own routine you would like to share, or some interesting custom settings, layouts or screening filters – we would love to hear about you […]
A look at the bank sector, that has been disappointing for decades but has now begun to outperform the wider market. Companies covered BARC, CBG, LLOY, MTRO, HSBA, STAN Lloyds kicks off the H1 Jun reporting season for UK banks on the 25th of July, closely followed by NatWest, Standard Chartered, HSBC and Barclays. Most […]
After a difficult 3 years for London-listed smaller companies, Bruce looks at a couple of reasons to feel positive about the future. Companies covered: MOON, DUKE, EQLS. The FTSE 100 was up less than +0.5% last week to 8,194. The Nasdaq100 and S&P500 were up +3% and 1.6% respectively. China remains in the doldrums with […]
In this article Michael looks at share placings and how to take advantage of them. Equity placements, also known as share placings, are a critical aspect of the financial markets. They are what you might call a necessary evil and are often used by companies to raise capital. That said, not all share placings are […]
The latest haul of 5 strikes shares includes Halma and RS, proof perhaps that big companies can gallop, or at least trot. Richard also doffs his cap to Bloomsbury Publishing and works out how profitable Next 15 really is. We’re in a low period for annual report publishing as the large number of companies that […]
This week, a podcast that Jamie listened to inspired a little research project, which reiterated an important lesson in investment. He asks what makes a good business and what impact buying back of company shares has or hasn’t had over the last ten years. I listened to a podcast, recently where the host interviewed a […]
With global stock markets in bullish form and the all-important US benchmark, the S&P 500, threatening to crash past the psychologically important 5500 level, our monthly fund’s report spins through some left-field ideas for bears and bulls from the world of ETFs and investment trusts. We look at everything from strategies that benefit from sudden […]
A look at mortgage approvals data trends, and how the Election may impact the UK housing market. Companies covered WISE, YOU and IGP. The FTSE 100 rose +1.7% last week to 8,274. The Nasdaq100 and the S&P500 were both up +0.6%. The US 10Y Govt bond yield fell back to 4.25% and yield curves remain […]
Michael looks at the various types of stockbrokers in this article and how they can be used effectively. Having the right stockbroker can have a huge impact on your P&L. It came as no surprise to me that Shares decided to close down its UK operations. You most likely haven’t heard of this broker – […]
The standout share from Richard’s latest 5 Strikes haul is Pets at Home, a dominant pet care business in the UK with a strong financial track record. Fifteen companies have passed the Minimum Quality Filter since my last update, but the finances of only three score less than three strikes, according to the 5 strikes […]
In the latest and first video version in the series, we have very experienced investor and Convener in Signet, Ray Williams sharing a bit about his investing history and how he uses ShareScope. As we all know, there is a lot of functionality in ShareScope and there are many different ways to use and customise […]
Looking for an investment data & analysis service that will save you time and help you make better stock picking decisions? Not sure which service is best for you? This guide is for you. Few things in life are more important than managing your money effectively, and when it comes to investment management, there are […]
Obscure small-cap Colefax has repurchased 75% of its share count since 1999. Maynard Paton weighs up the fabric designer’s impressive buyback record and cash-rich financials versus its modest growth history and awkward corporate governance. The email I received was intriguing: “The numbers speak for themselves. The company has repurchased 75% of shares outstanding since 1999, […]
A look at the decline of the London Stock Exchange, versus the remarkable performance of the LSEG share price. Companies covered: BGEO, RFX, AGFX The FTSE 100 fell -0.8% in the last 5 days to 8,203. The Nasdaq100 was up +2.5% and the S&P500 +1.3%. The Nasdaq is the second-best performing major index +13 YTD, […]
Michael breaks down the breakout including why and how to play this trading pattern. For those who have followed my articles then it’ll come as no surprise that I love trading breakouts. Why? Simply put: trading breakouts is a powerful strategy for capturing significant price movements in stocks. When a stock’s price moves above a […]
Richard’s 5 Strikes systems discover four more potential long-term investments, but he doesn’t investigate any of them. Instead, he’s drawn to B-Corp aspirant and gaggle of consultancies Next 15. It has only two strikes to tarnish its name. Since the last 5 Strikes update, my 5 Strikes system has discovered four more candidates for long-term […]
Our monthly funds roundup looks at why prospects for the UK economy and funds investing in our local markets might be looking up, the general election notwithstanding. We also repeat the bull case for gold and look at a model that suggests that gold could push closer to $2750 an ounce in an optimistic scenario. […]
Phil looks at the recent bid interest in Hargreaves Lansdown and suggests that more bids for unloved companies could be on the way. From loved to laggard Many investors like to own shares in companies that are doing well and where the share price is heading upwards. This is perfectly understandable as this situation provides […]
With the recent +67% spike in Natural Gas prices, Bruce wonders if Central Banks might have declared victory over inflation too soon. Companies covered: KLR, FUTR and AVAP. The FTSE 100 was down -1.2% to 8,317 in the last 5 days. The Prime Minister called an election and there will be lots of hot air […]
In this article, Michael Taylor looks at a way to increase your trading strike rate by varying stop losses. What if there was an easy way to increase your strike rate? Managing risk is paramount in the volatile world of trading. You’ll have heard of Mark Minervini talk about ‘batting average’. This is your strike […]
Bad news: customer service is in decline in the UK. Good news, we can still invest in the companies bucking the trend. Richard sprinkles some stardust on SharePad to reveal companies that are doing the right thing and reaping the rewards. A chance encounter with an article about declining standards of customer service in the […]
Poor record-keeping at a small subsidiary prompted an adverse audit at Victoria last year. Maynard Paton looks at other areas of the carpet manufacturer’s accounts in which the auditor identified ‘material errors’. Oh dear. Today I am writing about Victoria, a £228 million carpet manufacturer that last year attracted attention following an adverse audit. When […]
Banks have been one of the best-performing sectors in the UK market so far in 2024. Phil undertakes a very simple SharePad analysis of the sector to see if the good run can continue. Banks sustain their outperformance The long-term performance of UK bank shares has not been good. Many owe their survival to taxpayer-funded […]
Nvidia’s share price has risen by 8x in the last 18 months, yet it is not obvious which businesses their GPUs will disrupt. Stocks covered AGFX, JDW and ULTP. The FTSE 100 rose +2.5% to 8,420 and continues to hit all-time highs. The Nasdaq100 and S&P500 were up +1.5% and +1.8% respectively. Oil was down […]
In this article, Michael revisits the indices and looks at what they mean for traders. Almost all of the trades I do are specific to the chart and to that company itself. For example, a strong stock in a bear market will get bought, and a down-trending, stock-breaking support in a raging bull market will […]
The latest companies to pass Richard’s 5 strikes system include a direct seller of swag, an estate agent franchise, an engineer that should galvanise investors, a soft drinks company, and a market-leading mortgage intermediary. Since my last update, I have run 16 shares through the 5 Strikes system. Five achieved less than three strikes. This […]
Phil takes a look at some of the issues investors should consider when owning a share that has performed very well. He does this by taking a look at Rolls-Royce shares. It’s always nice to own a share that performs very well. However, there will come a time when investors will ask themselves whether they […]
This week Bruce looks at long-term multi-bagger Jet2, up around 120x from its 2008 low, and Filtronic, which has announced a contract win with Elon Musk’s SpaceX. Plus another bid from US Private Equity, this time for cybersecurity firm Darktrace. The FTSE 100 rose +1.9% to 8,175 last week. The US markets performed even better, […]
Michael looks at trades that don’t come through the RNS yet can still be considered price-sensitive news. The RNS is one of the best place trades, whether the trades be Opening Drive scalps or swings. Setting up your own specific filters (or using mine) is another of the best places. Examples of places that are […]
Our regular monthly funds column looks at the bidding battle at music royalties fund Hipgnosis, the new ETF platform from Cathie Woods Ark Invest for UK investors, a new rare earth equities tracker, and the potential for a rebound in the listed private equity funds space. Plus, a think tank takes aim at ISAs. Hipgnosis […]
If ever there was a company that demonstrated complexity can be bad for business, it’s Nichols. When diversified, profitability crumbles. When it sticks to marketing soft drinks it prospers. Guess what it is doing now? The one thing you will not read much about in this article is Vimto. Vimto is a soft drink and […]
This week Jamie returns to a topic mentioned late last year; the use of Google Trends to get a sense of how sections of the economy are performing. He then discusses what, if any, investment ideas can be narrowed down. He then reviews the travails of two ex-private equity businesses with similar names. One he […]
Companies have three main choices when it comes to financing their business. They can use money from shareholders or equity, use the profits and free cash flows produced by the business, or they can borrow money from lenders. Debt on its own is not a bad thing. If a company takes the money it has […]
This week Jamie talks about the economics of the UK housing market and why he thinks that the house builders’ apparent cheapness is an illusion. He then discusses what he believes are better ways to invest in housing construction and rounds off by reviewing the trading updates of two companies, whose fortune is somewhat determined […]
Michael looks at a roundup of the weekly news and highlights one stock to avoid. There’s been plenty of action this week. And perhaps sentiment for the UK market is on the mend? The news is full of articles sounding the alarm for the UK stock market. Peel Hunt’s chief Steven Fine said that there […]
Yü Group has delivered wonderful multi-bagger returns during the last few years. Maynard Paton recaps the energy supplier’s entrepreneurial leadership and remarkable recovery following an accounting bombshell. Everybody loves shares that keep on rising. SharePad lists 37 names that have consistently delivered 15% or more annualised returns during the last one, three and five years: […]
Richard tightens up his “Minimum Quality” filter so that SharePad is doing more of the heavy lifting. In a not-very-scientific test, 18 out of 21 good-quality businesses were identified by it. Last month I shared a list of all the companies that passed my semi-automated sifting of the entire stockmarket over the course of the […]
This week Jamie talks about the remuneration of investment companies, reveals one of his personal investment trust holdings and explains his rationale. He then reviews the current state of Frontier Developments, which has gone from micro-cap to super-star mid-cap and back again in the past few years. Finally, he provides a brief review of the […]
Phil uses SharePad to shed some light on the very popular Fundsmith Equity fund. Fundsmith has great long-term performance but recent performance is more modest. Fundsmith is one of the most popular managed funds out there and gets plenty of column inches due to its high-profile manager Terry Smith. Since starting out at the back […]
A look at a possible reason for the outperformance of large-cap US technology stocks, and what might reverse the trend in favour of smaller companies. Stocks covered: ZOO, KETL, TMG. The FTSE 100 was up +0.9% last week to 7,952. Nasdaq100 was down -0.3% while the S&P500 was up by a similar amount. China resumed […]
The gold price has been perking up in recent weeks – is now the time to be looking at the wide array of gold-based funds, especially in this era of monetary inflation powered by big government? This month David also looks at whether the private equity market is improving, plus he shines the spotlight again […]
Richard unearths five good-quality businesses that have recently published annual reports. Top of the list are InterContinental Hotels (IHG), and MoneySupermarket (MONY)… Joyfully, I am away on holiday but my holiday is mistimed in one respect. The post-Christmas lull in annual report publishing has come to an end. A large number of companies with financial […]
A look at two charts that suggest reasons for growing optimism, even as the UK performance has lagged other markets. Companies covered CEY, CBG and ANP. The FTSE 100 was up +2.2% last week to 7,869. The Nasdaq100 was also strong up +3% and the S&P500 up +2.3%. China and Japan enjoyed contrasting fortunes last […]
In the latest in the series, we have a very experienced investor who you can find on YouTube and the-social-media-channel-formerly-known-as-Twitter – Ramin Nakisa AKA PensionCraft sharing a bit about his investing history and how he uses ShareScope. As we all know, there is a lot of functionality in ShareScope and there are many different ways […]
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 […]
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 […]
A look at the performance of gold, and some dividend yield paying shares which should also benefit from the rising gold price. Companies covered: HAT, CAPD and BGEO. The FTSE 100 was up +1% to 7,749 last week. Meanwhile, Nasdaq100 and S&P500 were down -1.2% and -0.2% respectively. The FTSE China 50 has now […]
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 […]
