Two companies pass first hurdle
IntegraFin and Shoe Zone are the only companies to achieve less than three strikes as the winter lull in annual reporting intensifies. Richard also takes
Richard Beddard
6th March 2024
ARTICLES
& INSIGHT
All the latest articles & insight from our investment writers to inspire your own research and analysis.
Author Index
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Alpesh Patel OBEAlpesh Patel OBE
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Bruce PackardBruce Packard
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David StevensonDavid Stevenson
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Jamie WardJamie Ward
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Jason NeedhamJason Needham
Author Index
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Maynard PatonMaynard Paton
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Michael TaylorMichael Taylor
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Phil OakleyPhil Oakley
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Richard BeddardRichard Beddard
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Robbie BurnsRobbie Burns
Weekly Market Commentary | 05/03/2024 | ENSI, ADF, RMV | AIM cross-over approaching?
A trend following signal for AIM is close to turning positive, so we could see confidence return in smaller UK stocks. Companies covered: ENSI, ADF
Bruce Packard
5th March 2024
Monthly Fund Focus: 52-Week Discount List, Junior Miners ETF, Japanese Funds, D9
This month we track down the listed investment funds which are still trading near their 52-week discount peaks and take a closer look at the
David Stevenson
1st March 2024
Screening For My Next Long-Term Winner: Property Franchise
Property Franchise has consistently exhibited attractive financials and will soon combine with rival Belvoir. Maynard Paton delves into the small-cap’s balance sheet, acquisitive history, franchising
Maynard Paton
28th February 2024
Weekly Market Commentary | 27/02/2024 | BARC, HL., LOK, ARC | Where are all the shareholders’ yachts?
Bruce looks at an old equity research note from 1993 and ponders if in some sectors customers receive a better deal than shareholders. Companies covered
Bruce Packard
27th February 2024
Is it time to ditch ROCE as a measure of company performance?
Phil looks at the issues with one of the most important ratios in investing and argues the case for a cleaner and more realistic alternative.
Phil Oakley
21st February 2024
Weekly Market Commentary | 20/02/2024 | GNS, ANIC | Yo Adrian, I did it
This week, Jamie discusses a solution to using return on capital employed when the capital employed part of the equation is missing. He does so
Jamie Ward
20th February 2024
The Trader: Two tech trend plays to watch
Are we in an early-stage bull market for small caps? Michael Taylor shares his experience on trend trading and how now could be a good
Michael Taylor
16th February 2024
Know Your Breakaway Gaps – Tactics to Get Onboard Monster Trends
Breakaway gaps, otherwise known as pro gaps, can signify a major change in sentiment and the start of a new primary trend. In this article
Jason Needham
14th February 2024
How much profit did RWS really make?
Richard Beddard goes through the adjustments RWS made to turn a reported £6.9 million loss into an adjusted £123.8 million profit. He thinks there are
Richard Beddard
14th February 2024
Weekly Market Commentary | 13/02/2024 | RSW, DCC, BDEV | Rent vs. Own
This week, Jamie talks about two types of equity investment those which should be held with the intention of an indefinite horizon and those that
Jamie Ward
13th February 2024
How to prosper from buying the stock market’s cast-offs
Phil takes a look at a strategy of identifying unloved shares as a way of generating market beating returns. In my last couple of articles,
Phil Oakley
7th February 2024