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
  • Elric Langton

Author Index

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

The Trader: How to increase your strike rate by staggering your stops

In this article, Michael Taylor looks at a way to increase your trading strike rate by varying stop losses. What if there was an easy way to increase your strike rate? Managing risk is paramount in the volatile world of trading. You’ll have heard of Mark Minervini talk about ‘batting average’. This is your strike

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Adding stardust to SharePad

Bad news: customer service is in decline in the UK. Good news, we can still invest in the companies bucking the trend. Richard sprinkles some stardust on SharePad to reveal companies that are doing the right thing and reaping the rewards. A chance encounter with an article about declining standards of customer service in the

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Small-Cap Spotlight Report: Victoria

Poor record-keeping at a small subsidiary prompted an adverse audit at Victoria last year. Maynard Paton looks at other areas of the carpet manufacturer’s accounts in which the auditor identified ‘material errors’. Oh dear. Today I am writing about Victoria, a £228 million carpet manufacturer that last year attracted attention following an adverse audit. When

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UK Banks are in good health

Banks have been one of the best-performing sectors in the UK market so far in 2024. Phil undertakes a very simple SharePad analysis of the sector to see if the good run can continue. Banks sustain their outperformance The long-term performance of UK bank shares has not been good. Many owe their survival to taxpayer-funded

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The Trader: The Indices Revisited

In this article, Michael revisits the indices and looks at what they mean for traders. Almost all of the trades I do are specific to the chart and to that company itself. For example, a strong stock in a bear market will get bought, and a down-trending, stock-breaking support in a raging bull market will

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5 shares and only 4 strikes between them

The latest companies to pass Richard’s 5 strikes system include a direct seller of swag, an estate agent franchise, an engineer that should galvanise investors, a soft drinks company, and a market-leading mortgage intermediary. Since my last update, I have run 16 shares through the 5 Strikes system. Five achieved less than three strikes. This

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Where next for Rolls-Royce shares?

Phil takes a look at some of the issues investors should consider when owning a share that has performed very well. He does this by taking a look at Rolls-Royce shares. It’s always nice to own a share that performs very well. However, there will come a time when investors will ask themselves whether they

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The Trader: Trades outside the RNS

Michael looks at trades that don’t come through the RNS yet can still be considered price-sensitive news. The RNS is one of the best place trades, whether the trades be Opening Drive scalps or swings. Setting up your own specific filters (or using mine) is another of the best places. Examples of places that are

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Monthly Fund Focus: Hipgnosi, Private Equity and ArkInvest lands in UK

Our regular monthly funds column looks at the bidding battle at music royalties fund Hipgnosis, the new ETF platform from Cathie Woods Ark Invest for UK investors, a new rare earth equities tracker, and the potential for a rebound in the listed private equity funds space. Plus, a think tank takes aim at ISAs. Hipgnosis

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Nichols: As sweet as grape, blackberry and raspberry again

If ever there was a company that demonstrated complexity can be bad for business, it’s Nichols. When diversified, profitability crumbles. When it sticks to marketing soft drinks it prospers. Guess what it is doing now?  The one thing you will not read much about in this article is Vimto. Vimto is a soft drink and

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