All the latest articles & insight from our investment writers to inspire your own research and analysis.
Strix is the world’s leading developer of kettle safety controls, but a recent profit warning has sent the shares tumbling. Maynard Paton wonders whether the group’s competitive advantage can support an eventual recovery. A profit warning and 32% share-price crash brought Strix to my attention the other week: This small-cap dominates the market for kettle
Market researcher YouGov is known for its predictions, but it may not be the accuracy of those predictions as much as their speed, quantity, and low cost that distinguishes the business. We have surely all heard of market researcher YouGov. A day barely goes by without the media disseminating the results of its polling. If
Bruce looks at the bounce in markets over the last 2 months and suggests some ideas that could benefit from a recovery in risk appetite. C4XD, CRL, PEEL, FCAP We’ve had a strong rally in markets since the lows at the beginning of October, the pound is up +15% against the dollar and AIM is
Let’s look at the data. Yes, I am data-obsessed. Too many people speak twaddle without looking at the facts or data. By the way, here’s a good trick on social media when you find annoying twaddle, just put this into the comments “Data?”. Out of the 350 largest quoted companies on the London Stock Exchange
It’s beginning to feel like we’re well into this bear market. Stocks are no longer looking like easy shorts. Many stocks have already bottomed and are trending upwards. As I said in my last article – I don’t know if this is the beginning of the new bull market. And I still don’t need to
This month another gaggle of four ideas for fund-oriented investors. I have included a short guide to buying US equity ETFs – as you can imagine there’s lots of choice and I think some of the less widely used indices are quite compelling. I also introduce what I think is a much more viable alternative
Bruce looks at a key aspect of long-term returns, holding on to your gains in down markets. Company covered CML. The FTSE 100 is up +1.8% in the last 5 days. Meanwhile, the S&P 500 is up +1.8% and Nasdaq100 was up +1.2%. China is worth keeping an eye on at the moment, as the
Richard says finding a great business is only the first stage of finding a great investment. The second stage, establishing that what makes a company special is sustainable, is all about fairness. When buy and hold investors own a share of a business, we expect that share to grow in value as the business proves
Bruce ponders if any large corporates are exposed as social proof in crypto disappear. Companies covered HVO and BMS The FTSE has been flat at just below 7,400 for the last 5 days. The S&P500 and Nasdaq 100 are both down around -1%. The China FTSE 50, has enjoyed a +22% bounce from its
I write to you from India. In fact from Asia’s largest tech summit. I’ve seen companies in AI, quantum computing, cancer detection, and rocketry (India launches UK satellites btw), and today India had its first private rocket launch. Then there were companies in Advanced Manufacturing, advanced materials and of course cyber security (they do have
Bruce questions why globalisation has been so bad for the FTSE All Share index versus the S&P500. Plus a look at CMC Markets H1 results. The FTSE 100 was down -0.9% in the last 5 days, at just above 7,300 with some of the selling coming as the new Chancellor announced his plans for tax
Lithium-ion Batteries, Recycling for Demand Between our obsession with mobile electronics and the growing popularity of electric vehicles, lithium-ion battery demand is growing at an astonishing rate. You may have noticed I have featured several articles these past months specifically on the evolution, of the ongoing transition from ICE vehicles to electric vehicles (EVs). Most
