All the latest articles & insight from our investment writers to inspire your own research and analysis.
As the number of new annual reports dwindles from a flood to a trickle, Richard examines another cut of shares that he scores highly. It is leading him to think the unthinkable. The springtime flood of annual reports has abated, so this article probably contains the last big cut of shares that, after scrutinising the
Bruce looks at 3 companies on low teens PERs that reported last week: BOWL, BMY and DOCS. But he wonders if copper is suggesting negative macroeconomic news that is not yet priced in. The FTSE 100 was flat at 7646 last week. In the last 5 days, the Nasdaq100 was very strong, up +4.4% and
Michael looks at the overall market and another intraday play in this article. AI will be the growth driver for the next bull run. At least that’s what everyone is saying. Here’s Nvidia’s chart. The stock gapped up more than 25% on earnings. Not something you see on mega caps every day. Or even every
A business that aims to save its customers money should be doing well during a cost of living crisis. Phil looks at Moneysupermarket.com and asks if the recent rally in its shares has further to go. The business Moneysupermarket (MSM) is the UK’s largest price comparison website. It aims to save people money on household
Bruce looks at trends in core inflation, plus observes first-hand that the UK economy has been stronger than many predicted. Companies covered AJB, ETP and HEAD. The FTSE 100 was down -1.7% in the last 5 days to 7,627. The Nasdaq100 was up +2.5% and the S&P 500 was flat. The price of gold was
In this week’s Market Moves, Ben takes a look at some of the biggest winners and sector trends over the past week, including a dramatic price surge in the US tech sector (and encouraging moves in UK tech shares) plus a look-ahead to a quieter week of financial results and updates. Semiconductor specialist Alphawave IP (now Alphawave
In the third part of this series about avoiding investment mistakes, Ben looks at some of the reasons why companies disappoint investors – and the red flags that can help you avoid them. When it comes to navigating your way through the stock market, there are plenty of factors that can lead you astray. Psychology
This month we have three main ideas for fund investors. The first is a closer look at the UKs’ premier, tier 1 listed venture capital firm which sits on a huge discount. A substantial discount does make sense, but the current level is way out of kilter for what is a business with a world-class
In today’s fast-paced world, artificial intelligence has emerged as a disruptive technology with the potential to transform various industries. Investors seeking exposure to this exciting field may consider investing in stocks that specialise in AI solutions. In this blog post, we explore the world of artificial intelligence and highlight some of the best AI stocks
FDM is the top-scoring company in Richard’s watchlist. Still doggedly trying to find things wrong with the business, he examines what has made it so successful, and what, if anything, could stop it in its tracks. The presence of FDM at the top of my first tranche of Five Stocks and You’re Out Shares, has
Bruce uses Sharepad to graph UK house prices and mortgage approvals data back to the 1980s. Companies covered BLV, SHOE and OTB. The FTSE 100 was flat in the last 5 days, at 7,774. The Nasdaq100 was up strongly +3.4%, as was the KBW US regional banks index (KRE) up +7.7% while the S&P500 was
In this week’s Market Moves, Ben takes a look at some of the biggest winners and sector trends over the past week, including a look at the performance of gold and gold shares, plus a look ahead to another big week of financial results and updates. Despite the market drifting sideways and a sense of
