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
  • Elric Langton

Author Index

  • Jason Needham
  • Maynard Paton
  • Michael Taylor
  • Phil Oakley
  • Richard Beddard

The Trader: Trades outside the RNS

Michael looks at trades that don’t come through the RNS yet can still be considered price-sensitive news. The RNS is one of the best place trades, whether the trades be Opening Drive scalps or swings. Setting up your own specific filters (or using mine) is another of the best places. Examples of places that are

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Monthly Fund Focus: Hipgnosi, Private Equity and ArkInvest lands in UK

Our regular monthly funds column looks at the bidding battle at music royalties fund Hipgnosis, the new ETF platform from Cathie Woods Ark Invest for UK investors, a new rare earth equities tracker, and the potential for a rebound in the listed private equity funds space. Plus, a think tank takes aim at ISAs. Hipgnosis

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Nichols: As sweet as grape, blackberry and raspberry again

If ever there was a company that demonstrated complexity can be bad for business, it’s Nichols. When diversified, profitability crumbles. When it sticks to marketing soft drinks it prospers. Guess what it is doing now?  The one thing you will not read much about in this article is Vimto. Vimto is a soft drink and

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Using SharePad to weigh up a company’s debt

Companies have three main choices when it comes to financing their business. They can use money from shareholders or equity, use the profits and free cash flows produced by the business, or they can borrow money from lenders. Debt on its own is not a bad thing. If a company takes the money it has

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Weekly Market Commentary | 16/04/2024 | SDY, NXR | As Safe as Houses

This week Jamie talks about the economics of the UK housing market and why he thinks that the house builders’ apparent cheapness is an illusion. He then discusses what he believes are better ways to invest in housing construction and rounds off by reviewing the trading updates of two companies, whose fortune is somewhat determined

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The Trader: Weekly Round-up

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

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Screening For My Next Long-Term Winner: Yü Group

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:

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Homing in on quality

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

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Putting Fundsmith under the Microscope

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

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