ARTICLES
& INSIGHT

All the latest articles & insight from our investment writers to inspire your own research and analysis.

Author Index

Author Index

Sharepad_filiters

The Trader: The new early bull market

Michael looks at three features of new market leaders that will show themselves in the new early bull market. It’s goodbye Truss and hello Sunak. It was a success for the Daily Star’s lettuce and a brief rally with Sunak’s appointment. Markets have been anything and with the third Prime Minister of the year (and

Read More »

Ploughing through an economic blizzard

Digging deep into stock market sensation Halma’s history, Richard gains clues about the kind of businesses long-term investors should think about owning in an economic blizzard. I have never owned shares in Halma, in fact, I have never considered owning them even though the business has performed extraordinarily well. Halma: Proof that roll-ups can grow

Read More »

What Do Experts Say About Portfolio Allocation During High Inflation

We’re not alone – if it makes you feel better. Look at the Americans. Of course, you could argue that the market will help when rates are rising according to history: It’s no secret that inflation can have a significant impact on your portfolio. During times of high inflation, it can be difficult to maintain

Read More »

Warning: More pain to come for the Listed venture capital funds

A few weeks ago, I dug up a statistic that genuinely took my breath away. It came from VC-oriented asset manager Sparkline Capital – “Of the 1,495 US venture deals in the first half of the year, only 4.9% have been down rounds – a historical low!” My own view is that we are only in

Read More »
redrow

Screening For My Next Long-Term Winner: Redrow (LSE: RDW)

Difficult markets prompt Maynard Paton to search for asset-rich shares with depressed ratings. Screening for low price to books and net cash positions leads to house builder Redrow. Difficult market conditions have led to depressed ratings for many asset-flush shares. Hence a new screen to pinpoint companies offering cash-rich balance sheets and market caps below

Read More »

The Trader: Academic Findings in Retail Trading

Michael looks at several academic studies covering retail investors and what we can learn from them. We last looked at an academic article on trading in the summer of 2020. For a refresher, there were several findings. 1. “Retail investors tend to trade as contrarians after large earnings surprises, both positive and negative” Retail investors

Read More »

When growth stocks fall to earth

Richard takes a first look at Dechra Pharmaceuticals, a company that has grown profit at a compound annual growth rate of 19% since 2013, yet its share price has halved this year. The financial year ending in June 2022, was Dechra Pharmaceuticals’ 25th anniversary. It was also the year the company joined the FTSE-100 index,

Read More »