Beeks Financial Cloud offers investors a convincing growth story backed by recurring revenue balanced by hefty expenditure and a racy valuation. Maynard Paton weighs up the pros and cons. Every share has a bull case and a bear case. Our job as investors should be to consider the arguments from both sides, and decide which
Bruce digs out an obscure 1957 paper on growth investing, that Warren Buffett refers to when answering a shareholder question at his AGM and applies the thinking to the ARKK Innovation ETF. Plus PZC, MRK and AGFX trading updates last week. The FTSE 100 closed ahead of the Easter weekend at just above 7,600, that’s
Prompted by the notion that executives sometimes vote with their feet, Richard takes a first look at Morgan Advanced Materials. It recently poached Victrex’s chief financial officer. A by-product of attending the Victrex Annual General Meeting earlier this year was the opportunity to ask its chief financial officer why he was leaving for the arguably
This week Bruce takes a look at Elon Musk’s Twitter activism and what the London Stock Exchange might learn from Musk’s other activities. Companies covered computer game publisher DEVO, online identity company IGP and management consultancies AFM and ELIX. The FTSE 100 was 7,619 +1.1% last week. The UK index of blue chips has been
Elric Langton explores energy, a regular theme across the investment media and looks at different ways to play the green revolution through various companies. Energy is a regular theme across the investment media and, of course, the investment community. Two battlegrounds are being fought; the cost of energy, which, as we all know, is increasing
Bruce looks at how pound-cost-averaging can help when the investing environment is particularly uncertain or the relationship between asset classes breaks down. Companies covered BUR, TND and EQLS. The FTSE 100 was up +0.8% last week to 7535. The Russian stock market was up +28%, after it re-opened following it being closed for a month,
Richard finds answers to his questions about Luceco, a manufacturer of electrical products that power our homes. Knowledge, he finds, can be as powerful as electricity… This time last year one of my screens picked up Luceco, a company that makes electrical products like sockets. I wrote down my hopes and fears in SharePad and
Bruce suggests that strong equity markets may be reflecting asset class rotation out of government bonds, rather than optimism about the situation in Ukraine. Companies covered this week SPSY, FNTL, JDG The FTSE was up less than 1% to 7,492 last week. The Nasdaq100 and S&P500 were up +2.4% and 1.3% respectively. US Government bonds
Trader Michael Taylor looks at indices and the macroeconomic impacts on the market. It’s been another volatile few weeks in the market. The game has now changed, and players must adapt or see their money taken from them. Over the last ten years, private investors could get away without bothering themselves too much about macroeconomics.
From touring with Led Zeppelin to a £193 million shareholding: Phil Dudderidge has enjoyed enormous success leading music-equipment specialist Focusrite. Maynard Paton recaps the investment story. The market continues to wobble and I have therefore kept with my ‘back to basics’ filtering. Applied the other week to identify James Halstead, this screen short-lists companies that
Based on conversations with a first hand source, Bruce believes the narrative about Ukraine may be too optimistic. But would be very happy to be proved wrong in the next week or two if a cease fire is signed AND upheld. Companies covered Fonix Mobile PLC, TP ICAP Group PLC and Litigation Capital Management. The
Environmental, social and governance (ESG) investing is a strategy that bets on companies trying to make the world a better place. Alpesh asks is this just another high-minded idealist fad? Or does the global good make it worth the risk? Type ESG into Sharescope or SharePad’s ETF list and you’ll find around a hundred funds. I