All the latest articles & insight from our investment writers to inspire your own research and analysis.
IPO activity on AIM has hit a 20-year low, which Maynard speculates could be a buy signal for shares on the junior market. Plus coverage of ULVR, RDW, EKF and RNO. Another weekly commentary from me while Bruce is away. I had hoped the FTSE 100 would add just 1.2% to surpass the 8,000 milestone
Higher energy bills are supporting significant dividend advances at Telecom Plus. Maynard Paton weighs up the group’s illustrious growth and ambitious targets against a leadership change and unusual marketing. Difficult market conditions have prompted many investors to find safety through attractive dividend shares. Hence a new screen to pinpoint companies that boast a dependable payout,
During 2021 & 2022, I have spent much of my time researching and scaling into a selected group of Companies with exposure to the Electric Vehicle (EV) market. As a result, I have a mini portfolio of lithium miners, battery recyclers, and battery manufacturers in the EV supply chain and lithium miners. However, I am
As the FTSE 100 reaches a new peak, Maynard looks at another blue-chip measure setting record highs. Plus coverage of GSK, DARK, SOM and TPX. Bruce asked me to compile these commentaries while he is away on holiday. Many private investors swear their portfolios perform better when they’re not watching the markets, and a record
Following on from my last article where I discussed intraday trading, it makes sense to write about swing trading. Intraday trading sounds glamorous and for this reason, it gets a lot more attention. Tell people you’re a day trader and people will hang onto your every word. But tell people you trade long-term trends and
Richard deploys ChatGPT, an artificial intelligence program, to help him understand two software platforms we can invest in that incorporate artificial intelligence. His conclusion: this is not a dystopia, it is the start of a partnership. Unless you have been living under a rock, you have surely heard of ChatGPT. It is an artificial intelligence
With equity markets and industrial metals like copper rallying at the start of this year, Bruce looks at some companies geared into the recovery. SDRY, NFC, SAA, BOTB and CWR. The FTSE 100 was flat at 7,774 in the last 5 trading days. In the US the S&P was up +2.5% and the Nasdaq 100
If you are brave enough to be a growth investor – a tough vocation in the current climate – then I think at some stage you need to have some exposure to the world of private businesses, preferably fast-growing ones which might turn into tomorrow’s tech leviathans. The best way to get this exposure is
Many people like the idea of day trading: being able to open and close a trade within a few minutes, banking a nice profit, and doing nothing for the rest of the day. Unfortunately, that’s all it is. An idea. The reality is somewhat different. Yes, you can close a trade in minutes (and even
Bruce looks at the government’s misguided attempt to defend the pound with capital controls in the 1970s. Companies covered are forex traders ALPH and EQLS, plus CAPD. The FTSE 100 was down 0.9% in the last 5 days to 7,791. The S&P500 was down -0.3% while Nasdaq100 was up +1.39% over the same time period.
Quartix’s vehicle-tracking services have delivered consistently attractive financial ratios. Maynard Paton spotlights how new customers and a good-value workforce are counterbalancing pricing pressures and rising costs. Today I have revisited a SharePad screen that applies two ratios favoured by ‘quality’ investors — operating margin and return on equity (ROE). The exact criteria I re-used were:
Technically, Sharepad’s ROCE calculation is ROACE or Return on Average Capital Employed. It is a good refinement of perhaps the most revealing performance statistic for a business. Sometimes readers ask me why my figure for a certain financial statistic is different from SharePad’s, or the figure quoted by the company. Usually, it is because the
