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
  • Jamie Ward

Author Index

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

Should you consider buying the shares that professional investors hate?

Many investors like to buy shares that are popular or those of companies that are doing well. Phil takes a look at why sometimes buying shares that professional investors are betting against can generate big gains. Finding unpopular shares Most investors make money by buying shares that eventually go up in price. However, it is

Read More »

Screening For My Next Long-Term Winner: Castings PLC (LSE: CGS)

A liking for ‘value bargains’ prompts Maynard Paton to search again for asset-rich shares with depressed ratings. Screening for low price to books and net cash positions leads to engineer Castings. I always love a traditional ‘value bargain’. Hence this revisit to an old screen that pinpoints companies trading at less than book value. Importantly,

Read More »

The Trader: Do sellers present opportunity

In this article, Michael assesses whether sellers present opportunities and a potential early stage two stock. I got asked this week about known sellers and if it is a good opportunity to buy a stock when there’s a seller. The reasoning behind this is that once the seller clears, sometimes there isn’t much of a

Read More »

All the 0’s 1’s and 2’s

From a pool of more than 200 shares, Richard hones in on software company Kainos (again), fast food favourite Greggs, motor vehicle distributor Inchcape, integrated pet shop and vet group Pets at Home, and defence technology supplier Cohort. On the horizon: posh wallpaper and fabric designer Colefax and Gately, a law firm. Well, maybe not

Read More »

Is the Permanent Portfolio still a sensible investment strategy?

The conventional wisdom that stocks deliver the best returns for investors is generally true, but only if you can ignore the wild ups and downs that come with them and stay invested. Phil looks at whether a popular and lower-risk approach to investing is worth considering at the moment. Shares deliver the best returns if

Read More »

Advantages You Have Over Professionals

This week, investment professional, Jamie Ward discusses the ways in which private investors are at an advantage to professional investors. He then describes practical steps to exploiting these advantages and avoiding the pitfalls. From the outside, the life of a fund manager looks to be a charmed life. Indeed, if you are interested in markets

Read More »

Monthly Fund Focus: Gold, Nutshell growth, Biotech opportunities

Gold prices are moving steadily higher, yet most investors shun the shiny precious stuff. This month’s funds article looks at gold as an asset class, why professionals dislike it, and why UK investors have done well out of the precious metal. It also examines an innovative new way to invest in gold AND generate an

Read More »

Finding fault

Richard examines fault after fault in businesses until he can find no more. If the faults should not cause permanent damage, the share is an investment candidate. Currently, Kainos is in the spotlight and Iomart and IG enter the pipeline. I am compiling a list of all the companies with a few flaws in their

Read More »

The Trader: A brief fall and two trade ideas

In this article, Michael covers the recent stock market fall and two trade ideas. Two weeks ago stocks were tanking. This week stocks are up. If you were on holiday the last fortnight and didn’t bother checking the markets, then you might not have noticed anything was up. As I wrote in my Slack group

Read More »

How do YOU SharePad?

In the latest in the series, we have an investor with over 10 years of experience who is relatively new to SharePad – Andrew. He is sharing a bit about his investing history and how he uses SharePad. If you have your own routine you would like to share, or some interesting custom settings, layouts

Read More »