Michael looks at a roundup of the weekly news and highlights one stock to avoid. There’s been plenty of action this week. And perhaps sentiment for the UK market is on the mend? The news is full of articles sounding the alarm for the UK stock market. Peel Hunt’s chief Steven Fine said that there
Yü Group has delivered wonderful multi-bagger returns during the last few years. Maynard Paton recaps the energy supplier’s entrepreneurial leadership and remarkable recovery following an accounting bombshell. Everybody loves shares that keep on rising. SharePad lists 37 names that have consistently delivered 15% or more annualised returns during the last one, three and five years:
Richard tightens up his “Minimum Quality” filter so that SharePad is doing more of the heavy lifting. In a not-very-scientific test, 18 out of 21 good-quality businesses were identified by it. Last month I shared a list of all the companies that passed my semi-automated sifting of the entire stockmarket over the course of the
This week Jamie talks about the remuneration of investment companies, reveals one of his personal investment trust holdings and explains his rationale. He then reviews the current state of Frontier Developments, which has gone from micro-cap to super-star mid-cap and back again in the past few years. Finally, he provides a brief review of the
Phil uses SharePad to shed some light on the very popular Fundsmith Equity fund. Fundsmith has great long-term performance but recent performance is more modest. Fundsmith is one of the most popular managed funds out there and gets plenty of column inches due to its high-profile manager Terry Smith. Since starting out at the back
A look at a possible reason for the outperformance of large-cap US technology stocks, and what might reverse the trend in favour of smaller companies. Stocks covered: ZOO, KETL, TMG. The FTSE 100 was up +0.9% last week to 7,952. Nasdaq100 was down -0.3% while the S&P500 was up by a similar amount. China resumed
The gold price has been perking up in recent weeks – is now the time to be looking at the wide array of gold-based funds, especially in this era of monetary inflation powered by big government? This month David also looks at whether the private equity market is improving, plus he shines the spotlight again
Richard unearths five good-quality businesses that have recently published annual reports. Top of the list are InterContinental Hotels (IHG), and MoneySupermarket (MONY)… Joyfully, I am away on holiday but my holiday is mistimed in one respect. The post-Christmas lull in annual report publishing has come to an end. A large number of companies with financial
A look at two charts that suggest reasons for growing optimism, even as the UK performance has lagged other markets. Companies covered CEY, CBG and ANP. The FTSE 100 was up +2.2% last week to 7,869. The Nasdaq100 was also strong up +3% and the S&P500 up +2.3%. China and Japan enjoyed contrasting fortunes last
In the latest in the series, we have a very experienced investor who you can find on YouTube and the-social-media-channel-formerly-known-as-Twitter – Ramin Nakisa AKA PensionCraft sharing a bit about his investing history and how he uses SharePad. As we all know, there is a lot of functionality in SharePad and there are many different ways
Phil puts the embattled Reckitt Benckiser under the SharePad spotlight. Last Friday saw a sharp fall in the share price of Reckitt Benckiser – one of the world’s leading household and consumer goods companies. A judge in the US awarded damages of $60m after ruling that Reckitt’s infant formula products may have contributed to the
Rockwood Strategic is buying underperforming small-caps, revitalising their boards and pushing for takeovers. Maynard Paton reviews the investment trust’s ‘activist approach, portfolio performance and current holdings. Rockwood Strategic could be the ideal choice for anyone wishing to capitalise on the sorry state of UK small-caps. A check of your own portfolio may support Rockwood’s belief