All the latest articles & insight from our investment writers to inspire your own research and analysis.
Profit warnings are part and parcel of the experience of owning shares. They are not pleasant but they often contain valuable lessons which can benefit investors in the future. Sometimes they can just reflect a temporary blip. But they can also be a reason to question the sustainability of a company’s strategy and business model.
While away on an Australian retreat, Bruce asked ex-fund manager and private investor Jamie Ward to manage his weekly commentary for the upcoming weeks. Jamie takes a look into Diego DGE, Beazley BEZ and The Works WRKS. Markets had a poor end to an otherwise rather uneventful week. This resulted in equity markets being down
Michael looks at staggering stops and position weights to increase the likelihood of profit on the trade. Many regular readers will know I’m a fan of staggering stops in volatile markets. The beauty of staggering stops is that by splitting the position into mini positions, you can widen part of your stop without taking on
It has been a month since Richard revealed the latest shares to pass his 5 Strikes system. The good news, some have passed with flying colours. 5 Strikes* is my main method of discovering new long-term investments, and since we share my discoveries here regularly, some readers will be familiar with it by now. If
With two more bids coming in for small-cap stocks, Bruce looks at the average premiums being offered by buyers. Companies covered: AML, ULTP and HEIQ. The FTSE 100 was up +1.3% to 7,426 last week. Meanwhile, there was a very strong rally in the US markets with Nasdaq100 +6.4% and the S&P500 up +5.9%.
For some people, the thought of picking their own shares can be a little bit daunting. Rest assured, it doesn’t have to be. Whilst it is best to do at least a little bit of homework before you part with your hard-earned cash, successful investing does not require a high IQ or lots of specialist
In the second of his articles about stock-picking formulas, Phil takes a look at the Piotroski F-Score to see how useful it is at identifying winning shares. My previous article looked at the usefulness of The Magic Formula as an investing strategy in today’s stock markets. In this article, I am going to turn my
As two more bids come in for small-cap listed companies, and another Private Equity IPO disappoints, Bruce looks at the trends that are shrinking public stock markets. Companies covered: CABP, OMG, IPF. The FTSE 100 was down -1.5% to 7,291 last week. The Nasdaq100 was down -2.6% and the S&P500 was down -2.5%. US
Michael takes a look at the week as well as the AIM market index. This week there were plenty of trading opportunities (none taken by me as I was away). It’s very much a trader’s market at the moment, and many stocks are reporting, missing, and getting crucified. That was the case for newly listed
Given the surge in bond yields over the last few weeks, the monthly funds’ article focuses on the opportunities within the bond ETF space, looking first at the universe of cheap UK sterling bond ETFs and then at a wild shot idea, a US Treasury bond ETF that has been an utter dog in recent
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
