All the latest articles & insight from our investment writers to inspire your own research and analysis.
Bruce discusses how long term compounders capitalise on trust. When applied shrewdly, this can be very rewarding. Companies covered HAT, TCAP and OCN The FTSE 100 was up less than 1% last week to 7,492. The Nasdaq 100 was up +0.7%, while the S&P500 was stronger up +1.5%. The US 10Y government bond yield continued
Capping off a memorable July, American stocks recovered their footing. Alpesh Patel OBE asks if this rally is for real or if it’s a bear trap? The S&P gained 4.3%, the Nasdaq Composite increased 4.7%, and the Dow increased by about 3% in the final week of July. The S&P 500 increased by a total
In this article, Michael looks at five different stocks and casts an eye over the charts. I recently wrote a Twitter thread where I gave my thoughts on several charts. Many said it was useful, so I thought an article where I do the same in a bit more detail may be of use in
Bruce suggests that if you’re looking for uncorrelated investment returns, you are better to invest your own money, rather than give it to a poker-playing long-short hedge fund manager. Stocks covered BGO, KWS and DUKE. The FTSE 100 was flat last week at 7,438. The Nasdaq100 continued to show good momentum +2.9%, but the
We looked at five losing trader mistakes in my last article and this week we’ll cover five more. Being aware of mistakes can help you recognise the problems in your own trading. Once you’ve identified these you can then take steps to fix them. Let’s move on to number 6. 6. Getting emotional Emotions wreak
Finding good investment ideas among companies that have floated on the stockmarket recently can be like looking for a needle in a haystack. Richard thinks he knows what to look for, maybe it is Moonpig. Some of my favourite new investment ideas in recent months have been recent flotations, companies like Marks Electrical and Dr.
Bruce suggests that government debt to GDP ratios should include unfunded pension liabilities, and some of the issues from the Eurozone crisis a decade ago remain unresolved. Companies covered JDG, GAW and BOKU. The FTSE 100 finished the week at 7,423 up +2.0%. The Nasdaq 100 was up +4.5% and the S&P500 +4.3% with July
This was one of the most often asked questions at my Great Investing and Trading Summer School (see pics) which I’ve just completed. So let me share the analysis with you. The S&P 500 has had its worst first-half performance since the 1970s. But can we get a year-end stock rally? What does the data
Regular readers will be aware of my interest in the lithium and EV market trends. These trends are far from certain, so one needs to keep an eye on technology and other energy developments that could impact on these trends. In 2022 I have been quite bullish on several lithium mining Companies, as well as
During the three decades of investing, I have always tried to adapt to the changing landscape of the equity markets. This has included the use of investment funds, tip sheets as well as following economic commentators, but I have a passion for doing my own research – not to pit myself against anyone, but myself.
Poor fund performances, sizeable client withdrawals and generally rough markets have left the shares of Liontrust Asset Management yielding 8%. Maynard Paton weighs up the fund manager’s pros and cons. Difficult market conditions have prompted yet another bout of ‘back to basics’ filtering. Introduced the other month to identify James Halstead, this screen short-lists companies
Bruce considers whether profit warnings in the insurance and adtech signal that too much capital has been chasing too few opportunities. Sophisticated data models are no replacement for management turning cautious at the top of the cycle. Stocks covered SDI, RBGP and HOTC profit warning. The FTSE 100 recovered +1.6% last week to 7,276. Markets
