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.
With the rally running out of steam, Bruce looks at long-run equity returns. The two banks which compete to publish this data have performed much worse than the average equity. Companies covered SHC, RMV and RCDO. The rally seems to be running out of steam. The FTSE 100 was down -0.2% to 7,917. The Nasdaq
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
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
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
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
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
Cross-border liquidity could be driving the market rally, so it’s worth keeping an eye on Central Banks in China and Japan. Companies covered KAPE, HL. and BGEO. The FTSE traded above 8,000 last week, up +0.7%. The Nasdaq 100 was up +0.4% while the S&P 500 was down -0.3%. The US 10Y bond yield has
I have written extensively about the forced transition from fossil-powered vehicles to electric vehicles (EVs). There is a lot to be said on the topic and from several market sectors, ranging from EV manufacturers, batteries, mining, recycling, and infrastructures, but what about the metals and the commodities? If you remain a lithium bull, then read
Michael looks at what the recent all-time high in the FTSE 100 means for traders and two trade ideas On Wednesday the FTSE 100 hit a high of 8,002. This is an all-time high and the holders of blue chips and dividend stalwarts alike will have been cheering. All stocks have rallied in the last
Companies publish alternative performance measures (APMs) that remove one-off costs and gains from profit to give us a better understanding of how they have performed. Like all financial statistics, though, APMs can be abused. Investors should always check how they are calculated. Since making profit is the reason for being in business, many Alternative Performance
IPO activity on AIM has hit a 20-year low, which Maynard speculates could be a buy signal for shares on the junior market. Plus coverage of ULVR, RDW, EKF and RNO. Another weekly commentary from me while Bruce is away. I had hoped the FTSE 100 would add just 1.2% to surpass the 8,000 milestone
