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

Two companies pass first hurdle

IntegraFin and Shoe Zone are the only companies to achieve less than three strikes as the winter lull in annual reporting intensifies. Richard also takes a closer look at Renew. 5 Strikes Since my last 5 Strikes update, I have only found two shares that achieve less than three strikes. A strike is a complicating

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Screening For My Next Long-Term Winner: Property Franchise

Property Franchise has consistently exhibited attractive financials and will soon combine with rival Belvoir. Maynard Paton delves into the small-cap’s balance sheet, acquisitive history, franchising KPIs and merger prospects. Today I am studying Property Franchise, an estate-agency franchising business that appeared on my radar after I reviewed fellow estate-agency franchisor Belvoir last year. To recap,

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Is it time to ditch ROCE as a measure of company performance?

Phil looks at the issues with one of the most important ratios in investing and argues the case for a cleaner and more realistic alternative. Return on investment or return on capital employed (ROCE) as it is commonly referred to is seen as one of the best measures of a company’s financial performance. It is

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Weekly Market Commentary | 20/02/2024 | GNS, ANIC | Yo Adrian, I did it

This week, Jamie discusses a solution to using return on capital employed when the capital employed part of the equation is missing. He does so through the lens of ARM Holdings, which became the third-largest UK company by market capitalisation last week. You have to feel somewhat for whoever compiled and proofread the trading update

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The Trader: Two tech trend plays to watch

Are we in an early-stage bull market for small caps? Michael Taylor shares his experience on trend trading and how now could be a good time to get on board some trends early, taking a look at two potential examples in BKS and IGP. Intraday trading is fun. But it’s hard, most people fail, and

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How much profit did RWS really make?

Richard Beddard goes through the adjustments RWS made to turn a reported £6.9 million loss into an adjusted £123.8 million profit. He thinks there are generalisations we can apply to many adjustments that make it easier to form a view on their profit. Oh my word. Translator RWS’ accounts for the year to September 2023

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How to prosper from buying the stock market’s cast-offs

Phil takes a look at a strategy of identifying unloved shares as a way of generating market beating returns. In my last couple of articles, I’ve discussed some of the issues that investors face when looking at good companies. One of the biggest difficulties faced is that the shares of such companies can be highly

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