All the latest articles & insight from our investment writers to inspire your own research and analysis.
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
In this article, we will be covering two IPOs recently listed or upcoming on the London Stock Exchange: CleanTech Lithium Plc Neometals Ltd CleanTech Lithium Plc Opening date 17 March 2022 Issue price 30p Market cap £23.71m Ticker TBC At the helm Aldo Boitano Boitano is the co-founder and CEO at CleanTech Lithium. Before founding
Richard makes the case for investing in local firms, helped by analysts from The Yorkshire Fund. As usual, SharePad can help. I am starting this article with a shout-out to the analysts of the Yorkshire Fund. You probably have not heard of the Yorkshire Fund. We cannot invest in it. It is a mini financial
Bruce remains in risk averse mode, keeping an open mind and updating beliefs to see how the conflict in Ukraine might resolve. He looks at Clarkson, which should benefit from high commodity prices, and also Bango and Funding Circle. The FTSE 100 was up +2.7% to 7,178, having had a very volatile week. The S&P
Michael Taylor looks at three potential breakout plays in stocks that are holding up despite the adverse conditions. The market has been rotating heavily in last few weeks. Commodity prices have surged with spikes in gas, crude, and nickel. Nickel rose 100% in a single day due to a short seller getting squeezed. However, the
Elric Langton explores provider of test and measurement solutions for the telecommunications sector Calnex, a company he has had his eye on since their IPO in 2020 and who released a positive trading update last week. I have had my eye on this next gem for some time, in fact, I was growing concerned I
