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 […]
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 […]
A look at how commodity prices have performed since Putin’s invasion of Ukraine. Companies covered: BKS, FCH and NEXN. The FTSE 100 was flat last week at 7,629, as were the S&P500 and the FTSE China 50. The Nasdaq100 was down -1.5%. Bitcoin rose +9% to within touching distance of $70K and gold was up […]
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 […]
Former Investment analyst and financial journalist Phil Oakley shows how he uses ShareScope to research companies and shares. I have been using ShareScope 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 […]
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 […]
A trend following signal for AIM is close to turning positive, so we could see confidence return in smaller UK stocks. Companies covered: ENSI, ADF and RMV. The FTSE 100 was down -0.4% to 7,659 last week. The Nasdaq100 and S&P500 were up +2.0 and +1.0% respectively. In the US the bull market continues, with […]
This month we track down the listed investment funds which are still trading near their 52-week discount peaks and take a closer look at the worst offender in this category – the Digital 9 Infrastructure trust which is on the receiving end of yet more bad news. Not all big discount funds are worth the […]
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, […]
Bruce looks at an old equity research note from 1993 and ponders if in some sectors customers receive a better deal than shareholders. Companies covered BARC, HL., LOK, ARC The FTSE 100 fell -0.6% last week to 7,683. The Nasdaq100 and S&P500 were up +0.5% and +1.7% respectively. The excitement was provided by Nvidia results, […]
Phil looks at the issues with one of the most important ratios in investing and argues the case for a cleaner and more realistic alternative. Return on investment or return on capital employed (ROCE) as it is commonly referred to is seen as one of the best measures of a company’s financial performance. It is […]
This week, Jamie discusses a solution to using return on capital employed when the capital employed part of the equation is missing. He does so through the lens of ARM Holdings, which became the third-largest UK company by market capitalisation last week. You have to feel somewhat for whoever compiled and proofread the trading update […]
Are we in an early-stage bull market for small caps? Michael Taylor shares his experience on trend trading and how now could be a good time to get on board some trends early, taking a look at two potential examples in BKS and IGP. Intraday trading is fun. But it’s hard, most people fail, and […]
Breakaway gaps, otherwise known as pro gaps, can signify a major change in sentiment and the start of a new primary trend. In this article I will show you how to find pro gaps and more importantly show you some money management tactics to help you get on board a potential new trend in a […]
Richard Beddard goes through the adjustments RWS made to turn a reported £6.9 million loss into an adjusted £123.8 million profit. He thinks there are generalisations we can apply to many adjustments that make it easier to form a view on their profit. Oh my word. Translator RWS’ accounts for the year to September 2023 […]
This week, Jamie talks about two types of equity investment those which should be held with the intention of an indefinite horizon and those that are expected to be sold. He then compares three companies, two of which he thinks should be long term holds and the other one only to be traded. The commentary […]
Phil takes a look at a strategy of identifying unloved shares as a way of generating market beating returns. In my last couple of articles, I’ve discussed some of the issues that investors face when looking at good companies. One of the biggest difficulties faced is that the shares of such companies can be highly […]
Jamie Ward takes over this week’s Weekly Market Commentary. Companies covered: SDY & SDRY. After a prolonged period of unpredictable economic data, most of the big releases last week were either in line with expectations or slightly better. Most of it wasn’t good in an absolute sense but taken as a snapshot, last week’s figures […]
In this article, Michael looks at trading external news events and opportunities that are set up as a result. External events that have an effect on a stock but are not directly news events from the stock can be hugely profitable. I talked about the Supreme Court of The United States’ decision to allow sports […]
“Investing success is two-thirds avoiding mistakes, one-third doing something right.”- Ken Fisher Private investing offers the opportunity for individuals to take control of their finances and even achieve financial freedom. However, without proper knowledge and preparation, private investors can unknowingly make mistakes that hinder their portfolio investment returns. Of course, because we are human, it […]
Richard introduces the latest fish caught in his 5 Strikes net. The seven shares include a giant caterer, a software supplier with a perfect track record, and a travel agent that makes “jollies even jollier”. Post-Christmas, there is a bit of a lull in the annual reporting season. That is because a large number of […]
Bruce remembers a metaphor from the founder of the Georgian Stock Exchange and wonders how it might apply to Chinese financial markets. Companies covered: FEVR, ELCO, FNX, BOKU. The FTSE 100 was up +2.2% to 7653 last week. The Nasdaq100 and S&P500 rose +2.4% and 1.1%. Brent Crude was up +4% in the last 5 […]
In this month’s focus on funds, we take a quick look at asset class returns in 2023 courtesy of some wonderful heatmaps, we eavesdrop on a recent bank event at the state of UK PLC, and we examine an under-owned asset class that could be the verge of big things – local currency emerging markets […]
Fashion website Sosandar plans to open shops to bolster its sales and margins. Maynard Paton weighs up management’s bold financial ambition against the wider sector’s haphazard progress. Fashion website Sosandar provides a fascinating dilemma for small-cap growth investors. Bulls will highlight the online retailer’s very rapid expansion and bold ambition to raise profits to £10 […]
In my previous article, I discussed the reasons for investing in good companies and how you can search for them in SharePad. We saw that investing in good companies can generate stellar returns for investors over time but being able to buy the shares of them at a reasonable price is often difficult. It is […]
While active fund managers are seeing redemptions, platforms like AJB and IHP have been reporting healthy quarterly inflows. Other stocks covered DPP, NXQ, CRPR. The FTSE 100 fell -1.7% last week to 7,466. The Nasdaq100 and S&P500 rose +2.9% and 1.25% respectively. US markets are enjoying a reasonably strong start to the year, and are […]
As we all know, there is a lot of functionality in ShareScope and there are many different ways to use and customise it. Last year’s customer survey also showed us that the majority of you use ShareScope every day. Inspired by this and some social posts from long-term subscribers who talked about their daily ShareScope […]
There are a rapidly growing number of certified B Corps organisations that combine purpose and profit. As yet, only a handful are listed, but Richard thinks we’re at the beginning of a trend. It may be a profitable one for investors. This year’s crop of Christmas gifts has rekindled my interest in investing in a […]
Terry Smith has published his annual performance update letter, plus a look at companies in the listed active fund manager sector. Companies covered JUP, ASHM, IPX, POLR, PMI. The FTSE 100 fell -1% to 7613 last week. The Nasdaq100 was up +3.2% and the S&P was up +1.8% in the last five trading days. […]
Michael covers recent events and looks at two potential breakout trades. A lot has happened in the last two weeks. The US and the UK have attacked Iran-backed Houthi rebels. The SEC Twitter account got hacked and posted a tweet saying that the Bitcoin ETF had been approved. Then the Bitcoin ETF finally did get […]
Investing in good companies is one way to grow the value of your portfolio. In this article, Phil takes you through his method of searching for outstanding British companies using SharePad. When I first started out in the investing world more than a quarter of a century ago, value investing was still very much in […]
Bruce looks at why the inverted yield curve seems to have sent a false signal about a recession. Companies covered: JD. and CMCX. The FTSE 100 fell -0.9% to 7,658 last week. The Nasdaq100 was down -3.5% and the S&P500 was down -1.8%. The FTSE China 50 was the worst performing index, down -4.7% […]
Michael looks at some of the results from his classic filter to see if he can find potential trades. I’ve written about my 10% within 52-week highs filter twice, introducing it in May 2022 and again in February 2023. After a big market rally in November and December, there are going to be plenty of […]
Bruce reviews 2023 performance and the outlook for this year. Plus a detailed write-up of aircraft leasing business AVAP. Last year the Nasdaq 100 was the best-performing major index, up +54%, followed by Japan’s Nikkei. Not something that many people would have predicted. The S&P500 also did well +24% last year, followed by the […]
Having used the 5 Strikes system for nine months, Richard has decided it is a keeper. Commenting on the latest investment candidates to achieve less than 3 strikes, he explains what he was thinking while he was separating the wheat from the chaff. Happy New Year! At the turn of every year, I review my […]
This week, Jamie Ward briefly talks about the latest update from Dewhurst. He then demonstrates that markets are frequently not efficient by reviewing the performance of a couple of the COVID winners to see if it can inform future investment decisions. Finally, he shows how to use Sharepad to screen for businesses that attempt to […]
2023 was the year of AI and we end the year with a deep dive into the handful of AI-specific exchange-traded funds or ETFs listed on the London exchange. They all provide real diversification benefits but have lagged big well-known individual stocks such as Nvidia and Microsoft. We also have a deep dive into a […]
As a seasoned observer and participant in the lithium market, I’ve navigated through its ebbs and flows with a blend of caution and opportunism. My investment strategy, focused on a basket of pre-commercial lithium juniors, was crafted with a long-term vision, fully aware of the turbulent waters of this sector, warned readers, for which I […]
As we all know, there is a lot of functionality in ShareScope and there are many different ways to use and customise it. Last year’s customer survey also showed us that the majority of you use ShareScope every day. Inspired by this and some social posts from long-term subscribers who talked about their daily ShareScope […]
Michael explains his new filter and goes through some of the stocks it has provided. My 10% within 52-week highs filter is starting to pick up plenty of names. Does this mean the bull market is back? Well, not exactly. But it does mean that stocks are approaching their 1-year highs and threatening to either […]
Keystone Law is top of Richard’s research list because it is unlike any other listed law firm. Not only has it performed better than the others, it has a different way of doing business. But how special is it? One of the many things that hinder my understanding of companies is a direct result of […]
With Central Banks turning dovish, Bruce looks for the 16 / 64 day moving average crossover to call the turn to a more bullish market in 2024. Stocks covered investment platforms AJB, HL. plus defence stocks CHRT and MSI. The FTSE 100 rose +1% to 7617 last week. Meanwhile, the Nasdaq100 and S&P500 were up […]
A search for ‘owner managers’ leads Maynard Paton to the impressive dividend record of Lok’nStore and the ‘extremely stable’ nature of self storage. I love ‘owner managers’ — company bosses with significant shareholdings who want to build wealth for the long haul. Such leaders do seem to act differently to standard chief executives. A hefty […]
Buying a share in a company in the hope that it might get taken over is a risky thing to do. There’s no guarantee that a buyer will ever emerge and you could end up losing money waiting for one to turn up. Phil takes a look at some prominent takeovers of 2023 and asks […]
Bruce looks at the prospects for Commercial Real Estate (CRE) and wonders if this will become a source of market instability in 2024. Companies covered CML, SOLI, and SDI. The FTSE 100 was flat last week, hovering around the 7,500 mark. In the US, the Nasdaq100 and S&P500 were both up less than half a […]
As we all know, there is a lot of functionality in ShareScope and there are many different ways to use and customise it. Last year’s customer survey also showed us that the majority of you use ShareScope every day. Inspired by this and some social posts from long-term subscribers who talked about their daily ShareScope […]
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 – […]
