All the latest articles & insight from our investment writers to inspire your own research and analysis.
The Capex to operating cash flow ratio can tell us a lot about a firm’s priorities. Richard explores the ratios of a number of capital-intensive businesses. For many years I have held shares in Goodwin, a family owned mini-conglomerate of engineering businesses. This gaggle of businesses is capital intensive, which means Goodwin has to invest
Bruce looks at UK fund manager outflows, both at an industry level and manager-specific level. Companies covered: STJ, HL., BPM, LIO, TMG. The FTSE 100 was down -3.2% last week to 7,384. Nasdaq100 and S&P500 were also both down -2.9% and -2.4% respectively, with the FTSE China 50 off even more steeply at -4.7% over
Joel Greenblatt’s simple stock-picking formula delivered great results in the past but may no longer be useful for today’s investing world. Phil takes a look at why this once popular stock screen now fails to consistently outperform the market. A brief overview of the magic formula The magic formula is the topic of Joel Greenblatt’s
Bruce looks at what we can learn from Oscar Wilde and a half-bearded psychology professor on flawed narratives that capture people’s imagination. Companies covered: IPX, SDG, YOU, OXIG and MRK. The FTSE 100 was up +1.35% to 7,596. Nasdaq100 and S&P500 were both up less than +0.5% in the last five days. In Japan,
Michael takes a look at profit warnings and how to play these with several examples. Profit warnings are appearing on an almost daily basis. Despite two years of a grinding bear market, there are still companies out there that have yet to be beaten down. Stocks falling 40 percent or more on the
Significant, acquisition-free expansion is prized by many investors. Maynard Paton studies the organic growth record of pay-by-mobile small-cap Fonix Mobile. Whisper it, but a few UK small-caps are still progressing well and maintaining resilient share prices in this difficult market. Fonix Mobile is a good example. Recent full-year results from this £206 million business showed
Tax-efficient savings accounts such as individual savings accounts (Isas) and self-invested personal pensions (SIPPs) are the best option for most savers and investors. Here’s what you need to know. Isas Isas are tax-free savings accounts. This means that you are not liable for tax on any income you receive – such as interest or dividends
Since Richard started scoring companies in SharePad last April, twelve companies have scored zero strikes, the best possible score. In this article, he decides which of them to research next. Five-strikes-wise, there is not much to report on. I have awarded four shares that have reported in the last two weeks with less than three
Attempts to widen direct equity ownership in the UK stock market are gathering pace, even as the high dividend yields on fund managers are signalling problems with that business model. Stocks covered BOO, PEEL, MTRO. The FTSE 100 was up +0.3% to 7,536 last week. The Nasdaq100 rose +1.8% and the S&P500 was up +0.5%.
Visiting an old friend in today’s fast-evolving tech landscape, few sectors remain as untouched by innovation as the world of transportation. At the helm of this transformation, one finds Journeo PLC (AIM: JNEO), a trailblazer in information systems and services explicitly curated for transport and local governments. The company’s recent accomplishment — a £2m purchase
Investing has become more global. Gone are the days when UK private investors were restricted to putting their money solely in the UK stock market. Today, many online brokers make it just as easy for a person to trade an individual share on European, US and Asian markets as it is on UK markets. Of
Phil uses SharePad to examine the impact of share buybacks on shareholder returns. Do they make shareholders better off and should investors focus on growing companies instead? Do share buybacks really make shareholders better off? Should they prefer dividends instead? Opinion is divided on this subject. The great thing about a dividend from an investor’s
This article is for educational purposes only. It is not a recommendation to buy or sell shares or other investments. Do your own research before buying or selling any investment or seek professional financial advice.
