ARTICLES
& INSIGHT

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

Author Index

  • Alpesh Patel OBE
  • Ben Hobson
  • Bruce Packard
  • David Stevenson
  • Jamie Ward

Author Index

  • Jason Needham
  • Maynard Paton
  • Michael Taylor
  • Phil Oakley
  • Richard Beddard

Weekly Commentary 13/12/21: Epicycles and shared illusion

The FTSE 100 was up +2.7% to 7,321, recovering last week as early news out of South Africa suggested that fewer patients with the new variant were on ventilators. Both the Nasdaq100 and S&P500 were up +2.8%. The US 10y Govt bond yield rose from 1.35% to 1.52% (ie Government bonds sold off as financial

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looking back in the rear view mirror

The end of the year | Looking back on trades

As we roll into December, it’s inevitable that people start to look back on their year and how they’ve performed. We tend to look at the new year as a chance to improve bad habits and make changes. Gym owners across the country will be rubbing their hands in glee as people rush to join

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New and upcoming UK IPOs: Windward, 4GLOBAL, Ondine, LADbible

We will be focusing on recent and upcoming UK IPOs listed on the LSE and what they do. The investment opportunities covered are Windward Ltd., 4GLOBAL PLC, Ondine Biomedical Inc. and LADbible Group Media. Windward Ltd. Opening date 06 December 2021 Issue price 155p Market cap £163.28m Ticker WNWD At the helm Ami Daniel Daniel

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Bytes: Which is the best IT reseller?

Recent flotation Bytes Technology has joined bigger rivals Softcat and Computacenter on the stock market. Richard wants to know what it does differently. In my last article I introduced Marks Electrical, a company that had recently floated that might be an exception that proves the rule that Initial Public Offerings (IPOs) make terrible investments. The

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Weekly Commentary 06/12/21: Wealth vs investment

The FTSE 100 was resilient, recovering to 7,157 on Friday up +1.6% for the week. The S&P500 and Nasdaq100 were both down less than 0.5%. Interestingly though bond yields have reacted more cautiously to reports of the new variant, with US treasuries now yielding 1.43% a 24bp point fall versus the last week of November

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warehouse reit logo

Warehouse REIT | Real estate on the rise

Today’s featured company is a departure from the riskier and possibly sexier future opportunities and in many ways, Warehouse REIT (WHR) is a boring real estate investment trust, which is not known for its sex appeal or excitement. Sometimes, boring companies build wealth by stealth, as is the case with Warehouse REIT. It invests in

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Weekly Commentary 29/11/21: Turkey before Christmas?

Markets sold off sharply towards the end of last week, with the FTSE down almost 3% to 7,106. IAG (the old British Airways) and Rolls Royce were both off c. 10% last Friday. Novacyt was up +27% last week, after the company said its genesig® COVID-19 Real-Time PCR tests have been approved in the UK

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Checking out a company’s revenues

One of the best things you can do to really understand a business is to spend some time studying how and from where a company generates its revenues. A series of simple and straightforward questions can allow you to gain a great deal of insight into how a company works. All of the information you

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Weekly Commentary 22/11/21: Indexing Regret

The FTSE 100 fell in the second half of last week, but at 7,202 still remains around the top of its previous May-Oct trading range. The Nasdaq was up +1.75% and the S&P +0.5%. Brent Crude fell back below $80 per barrel, suggesting that tensions between the EU and Belorussia are not having a wider

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A guide to selling Puts: Shares on sale

A couple of months ago I wrote an article extolling the virtues of selling Covered Calls on FTSE 100 stocks. The technique involves selling Call options on shares you already own to bring in additional income. When you combine the technique with a portfolio of dividend-yielding shares, you can create a veritable income machine. However,

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Small-Cap Spotlight Report: Aquis Exchange

Aquis Exchange is taking on the London Stock Exchange by offering unlimited trading for a fixed monthly fee. MaynardPaton studies the disruptive qualities, favourable economics and profit potential of the challenger’s trading platform.  Investors love ‘disruptors’. Find a pioneering upstart that is stealing market share from industry dinosaurs, and your portfolio may enjoy a huge

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