All the latest articles & insight from our investment writers to inspire your own research and analysis.
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
Bruce uses Sharepad to look at recent movements in the US long bond yields USTSY10 and the bondholder total return TLT ETF. Companies covered, PZC, YU, SCE and GTC. The FTSE 100 fell -1.8% in the last 5 trading days to 7613. The Nasdaq100 and S&P500 were flat and down -0.75% respectively. The FTSE
Michael looks at two examples of high-beta stocks offering news to trade. For anyone wanting to trade intraday then high beta stocks – stocks that move more than the market – are ideal stocks to trade. Especially when it comes to news that can move those stocks. Here are some examples this week. Gulf Keystone
There’s something of an income theme to this month’s funds focus. First up is a specialist lending fund whose shares have fallen sharply in value yet the fund is still churning out a reliable 8% plus yield. Next up we investigate the ups and downs of the music royalty funds – very much a yield
Shares in SDI have plummeted. Richard examines the price differential between the company, a manufacturer of scientific equipment, and Judges Scientific, a firm it is often compared to. In the last two weeks, my 5 strikes system* has only surfaced two new investment ideas: SDI and Goodwin. These businesses have good financial track records, but
Bruce suggests that government bonds and mortgages have been beneficiaries of Basel banking regulations over the last few decades. The effects of rising interest rates won’t be limited to the UK housing market. Companies covered HL., CODE and 4BB. The FTSE 100 was down -0.3% to 7,630 over the last five trading days. The Nasdaq
Many great companies still can’t resist ‘diworsifiying’ in the quest for growth. Maynard Paton studies IT specialist NCC and its costly folly beyond software escrow. “Instead of buying back shares or raising dividends, profitable companies often prefer to blow the money on foolish acquisitions. The dedicated diworsifier seeks out merchandise that is (1) overpriced,
If you already have an Isa or Sipp account, you’ll have access to your broker’s free website. This probably provides you with investment data about funds and shares and will also let you see how your investments are doing. Why subscribe to SharePad when you can get all that for free? Well, it is debatable
House building in the UK has experienced numerous peaks and troughs with shareholders in listed housebuilders experiencing similar fortunes. Buying housebuilder shares when they are unpopular has made investors plenty of money in the past, but is now a good time to invest? Phil takes a look at the sector through SharePad in an attempt
Bruce suggests that rather than ARM’s successful IPO, the likely catalyst for more companies coming to market will be retail flows into funds. Companies covered ELIX, FEVR and FDEV. The FTSE 100 was up +2.6% last week to 7,688 helped by mining stocks and financials. The Nasdaq100 and S&P500 were both down less than -0.5%.
Why do people invest their money rather than just save? It’s not just about growing your savings so that you will have more money in the future. It’s about growing the buying power of your money. You want the £1 that you are investing today to buy more things in the future than it
The market saw a boom in new listings in 2020 and 2021 as companies were greedy to slurp on the capital market teat that provided fertile ground for rocketing IPOs. Companies would list and there would be a huge secondary market in order to lap up the stock and push the price to closing highs.
