All the latest articles & insight from our investment writers to inspire your own research and analysis.
Richard makes a rare find, a company with no strikes to its name. He also stripped down his 5 Strikes system and checked its components to make sure it was fit for the purpose in 2025. Happy New Year! And a propitious one it is too, because the only company to have scored less than
Active exchange-traded funds (ETFs) are all the rage at the moment in funds land and may overtake investment trusts in the not-too-distant future. Crucially big, well-known names in fund management are lining up behind the idea. We dig a bit deeper. Plus, a deep dive into the world of Japanese benchmarks and funds. Active ETFs
A look at how the Nasdaq’s 2021 vintage of IPOs has compared to the same vintage on AIM. Companies covered: FTC, IPX, GDWN. The FTSE 100 fell -2% to 8081 last week. The S&P500 and Nasdaq hit all-time highs, but then sold off -2% following a “hawkish rate cut” from the Fed. That is, the
Michael suggests some ideas to look at in an annual trading review. Five years ago, we had no idea of what was about to come. Whispers of a new virus in December. Mildly interested chatter in January. Concern creeping in at the start of February, yet markets powered higher even though the virus swept into
Richard brings you the latest shares to pass his 5 Strikes process and takes a look at Raspberry Pi, a rare British technology company that will not pass the 5 Strikes test for at least 7 years. Since this is my last article before Christmas, I am (temporarily) passing up the opportunity to write about
Screening for shares with a consistently high margin and ROE leads to model portfolio specialist Tatton Asset Management. Maynard Paton reviews the small-cap’s impressive financials, efficient workforce, owner-aligned founder and bold growth target. Today I have revisited a ShareScope screen that applies two ratios favoured by ‘quality’ investors — operating margin and return on equity
Michael looks at the recent cryptocurrency euphoria as well as two UK plays. Bitcoin has shot past $100,000. Its market cap now stands at nearly $2 trillion. Not bad for what is deemed a nothing asset by many. Dogecoin – a joke coin with no real tangible useful value and a picture of a cute
I’ve just launched a new edition of my book “Naked Trader” – edition 6. It’s been five years since the last edition and I thought I would answer a question many have asked: “What have you learned over the last 5 years from talking to investors?”. Here are 6 things I’ve learned. 1. I learned
A look at the capex boom from Artificial Intelligence and data centres, and who the winner(s) might be. Companies covered: W7L’s bid for BAR, EAH and VNET. The FTSE 100 was flat last week at 8,328. The Nasdaq100 was much stronger +3.3%, while the S&P was up around +1% over the last 5 trading days.
Gram for gram Bioventix must be one of the most profitable manufacturers in the UK. Richard also looks at Dotdigital. It too has an unblemished financial history. Since my last update in mid-November, six companies have passed my minimum quality filter, and four of them have achieved less than three strikes. These companies have achieved
Global stock market indices are widely used benchmarks and also form the core of a huge and growing range of exchange-traded funds. But what are the differences between these various indices? Taking that idea of global equities in one fund, Wisdom Tree has just issued what I think is a cracking one-fund solution, an ETF
A look at whether rising Natural Gas prices might threaten the market rally, and whether renewables might help offset the pain. Companies mentioned NESF, TAM, TRU and MTEC. The FTSE 100 was up +2.3% last week to 8,294, helped by a weak pound. The pound has fallen -6% from 1.34 against the dollar to 1.26
