All the latest articles & insight from our investment writers to inspire your own research and analysis.
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
Bruce looks at the root causes of the conflict in Ukraine, and outlines two scenarios that the Bank of Georgia research team (who know a thing or two about Russian invasions) have discussed. Plus 3 companies reporting last week. “All civil wars are dynastic wars, my lord King; all overseas wars are trade wars…Troy commanded
Jamie Ward returns with his last article for ShareScope to discuss risk and complacency in the market and suggests that the past few years might not be an adequate guide for the future. Markets always go up… Since the Great Financial Crisis (GFC) in 2008, there has been a received wisdom to always ‘buy the
William, one of our youngest SharePad subscribers, gives us an update on his A level preparation and his latest swing trades using point and figure charts. Read his previous articles here. It’s been a very busy start to the New Year with my A Level mocks, along with lots of studying ready for the Summer
Richard takes a first look at protective packaging distributor Macfarlane, a company so boring even he could not bring himself to investigate it. The idea of investing in Macfarlane has been sitting with me for a while because an investor I follow has been banging its drum on Twitter. I have ignored him for all
Bruce looks at UK banks’ FY Dec 2021 results and draws out some themes on revenue, profitability, “one off items”, competition, interest rates and price / book valuation. The FTSE 100 sold off sharply last week down -4% on Thursday last week. US markets were more sanguine with the S&P500 down -1.4% and the Nasdaq100
Jamie Ward takes a detailed walk through two expansion strategies and outlines the types of company and sectors where investors are likely to find these strategies as well as highlighting how to spot companies using them well. Two common ways for profitable growth for many companies can be summarised as roll-out and roll-up. Roll-out is
A wobbly market prompts Maynard Paton to search for potential ‘safe havens’. Filters for net cash, high margins and a pandemic-defiant dividend lead to vinyl flooring specialist James Halstead. Recent market wobbles have prompted some ‘back to basics’ filtering. Hence a new screen to identify companies that have strong balance sheets, robust margins and a
Bruce remembers a former colleague, who preferred face to face interactions and was rarely at his desk during the afternoon (clue: he wasn’t in the metaverse either). Plus comments on Standard Chartered, HeiQ and Franchise Brand’s bid for Filta. The FTSE was down -1.5% to 7,543 last week. The Nasdaq100 was down -0.6% and the
The task of investors is to find businesses that have created value, have a good chance of doing so in the future and are run by honest actors. This task is complicated by certain sectors where businesses don’t ‘look’ like most businesses. Jamie Ward returns with a look at Insurance through the lens of one
