ARTICLES
& INSIGHT

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

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Author Index

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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SharePad multi graph feature

Weekly Commentary 19/07/21: $7trillion price of stability

The Bank of England released its twice yearly Financial Stability Report last week. The report says that UK bank balance sheets are in much better shape than the 2007-8 crisis and they expect impairments in 2021 to be lower than the £22bn credit losses taken last year. The “guardrails” against shareholder dividends have now been

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Making strides in forex: Should you buy Argentex shares?

I am sure many readers will be familiar with the impact of COVID-19 on the foreign exchange market. Subjugated to the rises and falls of major economies, the foreign exchange market faced wrath like so many other industries. As unemployment reached unimaginable figures, remittances fell to tragic lows. The year 2020 is a year of

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Should you buy Calnex shares? | Small-Cap Spotlight Report

Warren Buffett admitted the other year that he had not bought shares at an IPO since 1955. “They’re picking the time to sell to you; I like it when I am picking the time to buy“, the investing master warned when asked about flotations. Mind you, every great share went public at some point… and

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Weekly Commentary 12/07/21: Beware the prudent man rule

Just as I thought the FTSE 100 was breaking out of its trading range 7000-7200 markets dipped at the end of last week to leave the FTSE at 7084. The US 10 year Government bond yield fell to 1.33%, down from a peak of 1.74% at the end of March, suggesting that bond markets have

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