All the latest articles & insight from our investment writers to inspire your own research and analysis.
Bruce looks at the spread of expressions like ‘platform’ and ‘flywheel’ from software companies to other sectors, including life sciences. Companies covered ORPH, MRK and AO. The FTSE 100 was down -1.5% in the last 5 days to 7,418. That’s better than the Nasdaq100 -4.8% and S&P500 down -3.8% over the same time frame. Brent
Warren Buffet is one of the greatest investors of all time. He has acquired wealth through relatively simple investing rules and sticking with them. Investing is completely different to trading, but I’m always open to reading about others’ successes and learning from them. In this article, we’re going to explore some of Warren Buffett’s secrets.
In this article, we will look at two recent IPOs on the London Stock Exchange. The companies examined are: BSF Enterprise Plc Woodside Energy Group Ltd BSF Enterprise plc (LSE: BSFA) Opening date 17th May 2022 Issue Price 7.37p Market Cap £6.2m Ticker BSFA At the helm Dr. Che Connon Dr. Che Connon is the
Events at Luceco and Oxford Metrics may tell us more about the companies’ strategies, and whether they might make good long-term investments. Richard investigates. It is hard to believe Luceco’s share price is below the price it floated at in 2016, when turnover was 71% higher in the year to December 2021 than it was
Bruce looks at the performance of the UK economy muddling through WWI and the Spanish flu pandemic, an era when global trade flows and productivity also went into retreat. Stocks cover SFOR, IPX and OMG. The FTSE 100 rose +1.3% to 7592, in a short week due to the Platinum Jubilee. The price of oil
A brutal 2022 continues as the S&P 500 continues to face downward pressure. But is the stock market sell-off over, or is there more pain to come? The market began the year overpriced by many measures like the P/E ratio. Once the fiscal and monetary stimulus was reined in and the Fed announced an interest
In this article, Michael offers some thoughts on trading through a bear market and how to protect yourself. Technically, the FTSE 250 is in a bear market. The FTSE 100 is not. At the moment, neither are the Dow Jones and S&P 500 indices. What if we bounce back and continue the epic bull run
Bruce looks at how the market has de-rated on a price to sales metric since Q4 last year. But there are still 111 AIM shares trading on more than 10x revenue. Companies this week KNOS, MORE and RTN. The FTSE 100 rose +2.5% to 7569 last week. The S&P500 +4% and the Nasdaq100 +3.4% both
In this article I want to run through some interesting areas I’m seeing in the markets by zooming out of the day-to-day noise to get a more meaningful big picture viewpoint. Big Picture Levels The markets are currently in a correction that is testing our patience, sit-out power, and also giving our risk management a
Shortly after Judges Scientific makes its biggest-ever acquisition, Richard sets out to discover whether the pasture is greener over at SDI, a smaller listed business that does much the same thing: buys and builds companies that make scientific instruments. If I were to use one measure to compare highly acquisitive businesses it would be Return
Bruce ponders the ingredients required to precipitate a systemic crisis, and why memories are so short in financial services. The FTSE 100 was flat at 7413 over the last 5 days. US markets had a more difficult week with the S&P500 -0.75% and Nasdaq100 -0.60%. The S&P500 is approaching bear market territory down
The stock market has declined substantially since 2022 began. It’s fallen more than I expected on January 1st. Whilst I waited each week for some upward momentum to deploy cash – that never came, instead monthly S&P500 MACD just accelerated lower. Whilst I needed to think quick (wish quicker) to look at energy and healthcare
