Four industries flourishing under Warren Buffett’s dark economic clouds

There’s a typically fearless comment in Warren Buffett’s latest letter to Berkshire Hathaway shareholders, where he says:
“Every decade or so, dark clouds will fill the economic skies, and they will briefly rain gold. When downpours of that sort occur,…

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How to avoid high StockRank underperformers

It’s been a cracking start to the year for stock markets, and an even stronger start to the year for high StockRank shares. While the benchmark FTSE All Share Index is now up 4.2% since the end of 2016, the top 10% of UK stocks as ranked by the Stockop…

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How to hunt for the best dividend shares on AIM this ISA season

The value of the Alternative Investment Market has risen by 30% over the past 12 months. That sort of stellar performance is likely to appeal to investors looking for a home for ISA funds this year. But while AIM has numerous attractions, it’s still a …

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A reminder of a topsy turvy madness in small cap valuations

Here’s a small mind experiment. I’ve got two investments to offer you. They are almost identical in what they do and priced at a similar valuation, but the first (company A) is very profitable and spits off lots of free cashflow, while the second (comp…

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How to find companies with strong competitive moats

In medieval times, castles that were best protected from sieges were those with the widest, deepest moats. On the investment battlefields of the stock market, moats are a figurative pointer to some of the strongest, most durable companies. But how do y…

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How to track down the best quality high flying shares on AIM

The Alternative Investment Market has risen in value by around 40% since last June’s EU referendum. And while that performance is echoed right across the market, there’s evidence that AIM is starting to fight off some of the criticism often levelled ag…

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How Contrarian investors cashed in on the hidden appeal of Waterman

A takeover bid for the engineering consultancy Waterman saw the price of its shares leap today. At 140p-per-share, the agreed cash deal with Japan’s CTI Engineering represented an 85% premium on Waterman’s previous price.
While the deal is yet to be se…

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How JD Sports proved the potential of stock market high flyers

Two years ago, the fashion retailer JD Sports showed all the signs of being a high quality business that was growing popular with investors. In a competitive market, it was carving out a niche for selling activewear at premium prices. The only catch wa…

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Are financial stocks about to reward patient turnaround investors?

Ten years ago, the economic crisis was gathering pace and shares in the financial sector were in freefall. Since then, the fortunes of individual UK banks have been very mixed. These once-popular shares became pariahs that had no choice but to restruct…

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A guide to investing in Australian Stocks

Back in June Warren Buffett told the world that he was making his first investments in Australia. The Oracle of Omaha has already announced plans to build up an equity stake in Insurance Australia Group, and has also revealed ‘there is a good chance th…

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A guide to investing in Singapore

Back in 2008 Jim Rogers, who co-founded Quantum Fund with financier George Soros, wrote that ‘Asia is the future’. So at the age of 65 he, his wife, and two daughters packed their bags and moved East – not to China, but to Singapore which is exposed to…

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3 Biotech Stocks Bubbling Away

Merger and acquisition activity in the healthcare sector has biotech stocks soaring. Explore three stocks feeling the tailwind.

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Portfolio Theory: Investing Diworsification is Good for You

We all know that over-diversifying our stock portfolios is bad for our wealth. Even if our main aim is simply to avoid the problems of correlated stocks all falling together it’s well known that you can get most of the benefits of diversification from…

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The 5 Ways Diversification can kill your Portfolio Returns

Given that the law of diversification is about as close as one can find to a consensus belief amongst investors your portfolio is most likely to have at least a few stocks in it. But what if I was to tell you that the level and style of your diversifi…

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Why Warren Buffett may be the most dangerous man in finance

Warren Buffett is a smart guy and has ascended to a near immortal pantheon amongst the investment community due to his superior stock picking skills and boundless wealth. But listening to his views on portfolio management and diversification could cri…

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Inflation Forecast Update

The Inflation Forecast now incorporates actual total and core Consumer Price Index (CPI) data for December 2018. The actual total (core) inflation rate for December is lower than (about the same as) forecasted.

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