All the latest articles & insight from our investment writers to inspire your own research and analysis.
Bruce updates a chart Terry Smith first published in the FT in 2014, looking at Tesco EPS progress versus declining Return on Capital. Other companies featured IPX, SDRY, GRG and AGFX. The FTSE 100 recovered to just above 7000 last week and the pound recovered to 1.12 to the dollar. The Nasdaq100 and S&P500
Elric looks at the market trend for EVs, the ever-changing battery technology, battery options, and more. The problems ahead are a far more complex and endeavour than one may imagine, making it a tricky area for investors to navigate. Regular readers will be aware I have written at length on the Electric Vehicle (EV) transition
Bruce looks at the performance of large cap sectors YTD, and suggests rules of thumb for trying to time the turn in different sectors. Companies covered NFC, ASY, SMV, BGO and BOKU. The FTSE 100 was down -3.3% last week, falling below the 7,000 level. The S&P and Nasdaq100 were both down -1.3%. The UK
Michael looks at The 90% Club from 2021 and how to avoid getting caught by overpriced IPOs. Warren Buffett doesn’t like IPOs. In fact, this is what he said about them: “An IPO is like a negotiated transaction – the seller chooses when to come public – and it’s unlikely to be a time that’s favourable to
Welcome to my quick monthly round-up of interesting, listed funds, be they investment trusts (or closed funds, as they are sometimes called) or index tracking exchange traded funds (ETFs). To repeat earlier articles for SharePad, I’m still fairly bearish about prospects for global equity markets but I am starting to see some opportunities start to
Richard takes a look at the segmental report of Cohort to gather insights into the company’s costs as it grows in complexity. The segmental report of another business shows how difficult it can be for companies to decide what they can and cannot tell us. I am a fan of some versions of the buy
Bruce suggests that political leaders need a risk manager, to prevent them from increasing risk as a position moves against them. Companies covered MOON, and computer games companies FDEV and KWS. The FTSE 100 was down -3.1% last week to 7,012. US markets were also weak, with the Nasdaq 100 and S&P500 both down -3.0%.
I write to you from New York where I’ve been doing Bloomberg and met with a former employee of my Asset Management company now earning the big bucks in M&A in the big apple! The British pound continues to face significant challenges, with the currency seeing significant volatility in recent years. This is likely to
In my last article, we looked at the first seven steps to profitability. We’ll continue where we left off: with the trading journal. 9. Check what happens after you close a trade to see if you’re leaving money on the table. Trading is about: Losing less from your losers Winning more from your winners Increasing
Top of the shops this year is Shoe Zone with a 46% share-price gain. Maynard Paton explores the discount retailer’s post-Covid progress and wonders whether the 10x P/E offers re-rating potential. Top of the shops among this year’s market carnage has been Shoe Zone. The discount shoe retailer has enjoyed an amazing 46% share-price gain
Bruce suggests that the rate of change of investors’ expectations is more important than expectations themselves. Companies covered SRC, and expensive but becoming more reasonably priced FEVR and ITM. The FTSE 100 was down -1% to 7280 last week. The Nasdaq100 and S&P500 sold off more steeply down -5.25% and -4.1% respectively. The UK 10Y Govt
Prompted by a SharePad user, Richard scares himself silly when he examines how sensitive the pension fund of one of his shareholdings is to changes in the rate of inflation. Other people notice things that we do not, which is one of the many reasons I value the emails from people who read my articles.
