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

Journeo PLC | Small-cap, ESG-friendly and on the rise

Journeo PLC (JNEO) is a tiddler I have had on my watchlist for a year or more. At today’s share price of 122p, the market cap is just £10.7 million, so very much at the lower end of valuations of the companies I have covered. Many investors would view this as a concern, a risk

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Trading with Golden Crosses: Easy win or easy loss?

I should start by saying that I am no technical analysis whiz, and this article will likely bore those with an encyclopaedic knowledge of buy/sell signals and chart shapes (cup and handle, anyone?). I got into investing after I started working at ShareScope, and I desperately wanted it to be easy. Technical analysis seemed like

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4 FTSE miners | Centamin, Fresnillo, Ferrexpo, Petropavlovsk

We looked at two potential stage 2 stocks a few weeks ago here. The issue with some AIM stocks is that they don’t offer the liquidity that some traders prefer. In this article, we’ll look at some FTSE miners that trade on both the FTSE 100 and FTSE 250 indices. These stocks are traded in

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Financials, filters and FOMO | Using SharePad to find opportunities

Filters are one of the most powerful tools in SharePad, but Richard has been experimenting with another way to discover investment ideas and increase his “market intimacy”. Traders, of course, have price charts to guide them. Many investors focus on financials, and use filters to find new shares with attractive financial characteristics. Being a buy-and-hold

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Weekly Commentary 02/08/21: Credit and Contagion

The FTSE 100 bobbled about just above 7,000 last week. Nasdaq 100 was down less than half a percent, as strong results from Alphabet, Microsoft and Apple all beat analyst forecasts on the top line. This was offset somewhat by Amazon, which reported sales growth slowing as lockdown measures eased. Maybe Jeff Bezos has timed

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Dynamic 35 : Montanaro European Smaller Companies Trust

Our funds specialist returns with a star performer in the relatively unloved European equities space: Montanaro European Smaller Companies Trust. He reckons now is the time to focus on fast growing European small caps. This week I have a relatively short note for you, outlining why I think now might be an interesting moment to

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ASOS

Should you buy ASOS shares? | Screening For My Next Long-Term Winner

ASOS share news Fashion website ASOS is among the market’s greatest growth stocks, but a recent update knocked 18% off the share price. The P/E may not be outrageous if huge warehouse and IT costs can one day deliver a suitable return. One of my favourite screening strategies is to hunt for attractive growth companies

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Weekly Commentary 26/07/21: Red flags from China

Markets sold off at the beginning of last week, with the FTSE 100 falling to 6,849 before recovering to above 7000 at the end of the week. We saw similar sell offs in the Europe and the US markets, including Nasdaq which was down -2.5% early last week, which seems odd if jitters were caused

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reverse volatility base tightening base

How to identify breakout stocks | The effects of overhead supply.

In this article I will dig a little deeper into buying breakout stocks and identifying stock breakout signals. I will share with you what I look for in a breakout from a technical, fundamental, risk-to-reward and time-to-reward viewpoint. This article will include elements from all my previous ShareScope articles (which you can read here), which

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castings plc

Castings PLC: Why I’m reconsidering a failed trade

Richard was a long-term shareholder in Castings PLC, but he sold his entire holding in 2020. What did he see in the company? Why did he lose confidence after so many years? And what has changed to make him think perhaps it could be a good long-term investment after all? Castings PLC and I have

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