Managing the downside – basic risk management for tough markets

I genuinely do sympathise with anyone who started investing in stock markets for the first time in January 2016. It’s not been an easy environment – but let’s get one thing straight it’s not exactly been bad. If you’ve invested through 2000 and/or 2008…

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Small Cap Value Report (Thu 6 June 2019) – LGRS, RBG, AMO

Hi, it’s Paul here.

Loungers (LON:LGRS)
I have just published part 2 of my video review of the Loungers AIM Admission Document. Thank you for the kind comments on part 1.
Here is the link to part 2. It is 27 minutes long. I hope you find it useful/i…

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Small Cap Value Report (25 Nov 2016) – VCP, CHT, BRAM, FJET, MJW

Good morning!I’m planning a bit of a catch up this afternoon, so intend looking at the following shares;Victoria (LON:VCP) – results which I missed a couple of days agoMajestic Wine (LON:WINE) – again, results from a few days agoFuller Smith amp; Tur…

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Intrinsic (Time Series) Momentum Everywhere? [PREMIUM]

Do all kinds of assets and long-short equity factor premiums exhibit exploitable time series (intrinsic or absolute momentum)? In their September 2018 paper entitled “Trends Everywhere”, Abhilash Babu, Ari Levine, Yao Hua Ooi, Lasse Pederse…

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MFI Diary abandons Magic Formula Investing

MFI diary, a blog that tracks a portfolio of stocks using Greenblatt’s Magic Formula, has decided to abandon the approach. His rationale is explained in this post:

My MFI Index… is down 5.5% since I started it in February of 2006. The Russell 3000 i…

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The Anatomy of a Profit Warning

Stockopedia subscribers will be aware that last week we published a study of 245 profit warnings as “The Profit Warning Survival Guide” … you can catch up on all the content in our quick read eBook, 30 minute Webinar and accompanying set of slides.  …

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FTSE 100 and Dow rise but DAX lags behind

The FTSE 100 continues to rise, hitting an eight-session high yesterday. A fresh higher low may provide another entry point, while further gains target …

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Six red flags that could have saved you from the BT Profit Warning

Nearly £7 billion of value was wiped out today in BT, formerly British Telecom, after the phone giant revealed that an accounting scandal at its Italian subsidiary was much bigger than first thought. For around 1 million individual shareholders, this s…

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FTSE 100 heads for fifth day of gains

The prospect of more stimulus on both sides of the Atlantichas been at the heart of gains this week that have put the FTSE100 on course for its best …

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FTSE 100 pushes higher; US jobs data eyed

With Dow up a further 180 points and 1,100 from its low earlier this week, the direction of travel for the FTSE 100 was always going to be upward.

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FTSE 100 heads for fifth day of gains

(Reuters) – Sharp rises in Shell and BP shares helped Britain’s main stock index gain for the fifth consecutive session on Friday, as signs of a softening …

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Small Cap Value Report (Fei 7 June 2019) – SOM

Good morning, it’s Paul here!Apologies, my phone battery died in the night, so no alarm went off, hence am starting this at 08:12 instead of at 07:00.
Somero Enterprises Inc (LON:SOM)
Share price: 280p (down c.20% today, at 09:08)No. shares: 56.3mMark…

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UK Stocks-Factors to watch on June 7

June 7 (Reuters) – Britain’s FTSE 100 index is seen opening up 18 points at 7,278 on Friday, according to financial bookmakers. * BHP: Global miner …

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FTSE 100 pushes higher; US jobs data eyed

With the Dow up a further 180 points overnight and bouncing 1,100 points from its low earlier this week, the direction of travel for the FTSE 100 was …

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