All the latest articles & insight from our investment writers to inspire your own research and analysis.
Bruce looks at the idea of tail risk hedging but thinks that the strategy might be too difficult for private investors to implement. Instead, companies significant cash could be an interesting theme for H2. Companies covered WISE, TBLD and DPP. The FTSE 100 rose +1.4% last week to 7556, while the Nasdaq10 and S&P 500
Phil looks at the issue of management in light of the turmoil and changes at JD Sports and asks whether the shares are too cheap despite a tough economic outlook. Business Overview JD Sports is one of the leading retailers of sports fashion wear. It has built on its UK roots to become a global
Bruce suggests that unemployment, rather than interest rates, will be the driver of banks’ bad debts. Companies covered MANO, and profit warnings from SOM and HOTC, plus Teddy Sagi’s bid for BOTB. After an entertaining weekend in Russia, one observation from a military friend who was in the Donbass, now in Libya, is that a
Since my last market update in February markets have been consolidating the move off the lows and more recently we have seen the Nasdaq and S&P take on the leadership of a potential new bull market by breaking out of those consolidation bases and onwards through 52 Week highs. The NASDAQ 100 led the charge
Michael talks shorting and specifically – using this weeks news story on Ocado as an example – when the shorters get squeezed. Let’s be honest. Everyone loves a short squeeze. Unless, of course, you’re the shorter being squeezed. Then it’s like being nailed to a chair that’s set on fire. But shorting is an active
Richard uses the results of his Five strikes scoring system to go in search of high-quality sectors. It is leading him to challenge long-held beliefs about what makes a good long-term investment. Scoring companies, when they publish annual reports, means that over the course of a year, I will have conducted a survey of a
Bruce looks at recent trends in the IPO market and questions whether attracting new listings at any price really is good news for investors in London’s equity capital markets. Companies covered W7L, FDEV and VNET. The FTSE 100 was up +0.5% to 7,618 over the last 5 days. The Nasdaq100 and S&P500 were up +3.8%
In this article, Michael looks at two of the best trades of the 20th Century by Sir John Templeton. Sir John Templeton was an American-born British investor, philanthropist, and fund manager. He was born in 1912 in Tennessee in the United States and passed away in 2008 in Nassau, Bahamas. American-born British because he gave
Buying shares when they are unpopular can be a profitable investing strategy. Phil takes a look at one of the UK’s leading brickmakers, Forterra, to see if now could be a good time to buy its shares. A good business underpinned by strong long-term demand for new homes The long-term bull case for buying shares
Bruce looks at the divergent performance of the Nasdaq100 +22% since its October lows, versus AIM which is flat over the same time period. Companies covered OMG, GHH, OCN and ADB. The FTSE 100 fell -0.3% to 7,573 last week. The Nasdaq100 and S&P500 were both flat over the last 5 trading days. A week
Screening for consistently high margins and ROE leads to property franchisor Belvoir. Maynard Paton weighs up the small-cap’s acquisitive history, super cash flow, visible management and immediate prospects. Today I have revisited a SharePad screen that applies two ratios favoured by ‘quality’ investors — operating margin and return on equity (ROE). The exact criteria I
Share prices on London’s Alternative Investment Market (AIM) have come under huge pressure over the past 18 months. But dividends from AIM stocks actually hit a record high in 2022. So what do these mixed signals really mean, and where can you find the best dividends on AIM? I am going to start this article
