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
  • Jamie Ward

Author Index

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

Weekly Market Commentary | 21/03/23 | BUR, TCAP | Who is next?

With the ‘rescue’ of Credit Suisse over the weekend, Bruce ponders what might happen next and which indicators to focus on. Companies covered BUR and TCAP. The FTSE 100 fell -2.5% to 7,358 over the last 5 days. The Nasdaq100 and S&P500 were up +1.4% and 5.8% respectively, indicating that the sell-off in markets has

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Small-Cap Spotlight Report Revisited: WANdisco (LSE: WAND)

WANdisco has owned up to ‘significant accounting irregularities’ and the prospects for shareholders now look grim. Maynard Paton revisits the software developer to identify the warning signs Small-Cap Spotlight Report Revisited: WANdisco (LSE: WAND) You can become a better investor by occasionally visiting the stock-market graveyard. One company that now seems destined for the cemetery

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The Trader: How to protect against frauds

Consider Wandisco. It’s a software company that specialises in providing data management and replication services for businesses. The company was founded in 2005 and is headquartered in San Ramon, California, with additional offices in the UK, India, and Poland. Wandisco was listed on the London Stock Exchange’s AIM market in 2012 and has been a

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Born in the UK

Although Arm will list in the USA, there should be nothing to stop us buying shares in Britain’s top tech company after it floats. This idea leads Richard to a potentially rich seam of investments he has not previously explored: UK firms listed in the USA. Judging by the headlines, news that Arm is to

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Getting the right balance between risk and return

Investing in shares is risky but if you want to grow the value of your investments you have to take some risk. Getting the balance between risk and potential returns is one of the key decisions you must make as an investor. There’s often a lot of focus on gains but very little on risk.

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Roll your own alternative performance measures

Richard looks at the good and the ugly in Hollywood Bowl’s alternative performance measures and concludes that the company has put a positive gloss on adjusted profit. In Getting to grips with Alternative Performance Measures (APMs), I explained that exceptional items are costs or gains that obscure the underlying performance of a business. This does

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Weekly Market Commentary | 28/02/23 | AVAP, SLP, GBG| Letter from Berkshire

Bruce looks at the Berkshire Hathaway 2022 shareholder letter, which Buffett published over the weekend.  Stocks covered AVAP, SLP and GBG. The FTSE 100 remained just below 8,000, and was down less than -1%, recovering from a sell-off early last week. The Nasdaq100 and S&P500 sold off more heavily, down -3.9% and -3.0% respectively. The

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Stock Market for the Rest of 2023: Should You Be Cautious?

With the start of 2023 showing promise for US-centric portfolios, many investors may be feeling optimistic about the stock market. However, a closer look at the outlooks and forecasts from major banks and analysts reveals a more complex and varied picture, with some cautionary notes and potential challenges on the horizon. I’ve had a great

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Tuning out of the day to day noise | Where next for the markets?

It’s been around nine months since I did my last market update and in this article, I’m going to follow on from that last update and point out some interesting levels worth noting. Many markets are sat above their 10-month moving averages [200 day] which is in itself good to see as we’ve had a

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Can Fevertree regain its fizz?

Investors are often intrigued with companies where the share price has fallen a long way. If it can recover, then there could be potential for big gains, especially if the company’s business can improve. Premium soft drinks company Fevertree was loved by the stock market five years ago, but has experienced a dramatic fall from

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