Stocks bouncing back from the coronavirus collapse

This week there have been continuing signs of optimism in UK stocks, with the FTSE All Share drifting higher to chalk up a 12% gain for the month of April. It’s a welcome move after the collapse that rattled through shares in February and March. But of…

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Small Cap Value Report (Wed 29 Apr 2020) – DIA, NWF

Good morning, it’s Paul here with the SCVR for Weds. Estimated timings – there’s not a great deal of small cap news today, so I should be finished by 1pm.Today’s report is now finished. Dialight (LON:DIA) Share price: 199p (up 10% today)No. shares: 32…

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Small Cap Value Report (Wed 29 Apr 2020) – DIA,

Good morning, it’s Paul here with the SCVR for Weds.Estimated timings – there’s not a great deal of small cap news today, so I should be finished by 1pm.Dialight (LON:DIA)Share price: 199p (up 10% today)No. shares: 32.6mMarket cap: £64.9mTrading statem…

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Small Cap Value Report (Tue 28 April 2020) – LOOK, SNX, SYS1, MKS, IQE

Hi, it’s Paul here, with the SCVR for Tuesday. Estimated timings – most of the report is ready for the 1pm email, but I’ll keep going until about 4pm with extra sections. Market thoughts As always the macro/virus picture is very uncertain, and I’m con…

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SPY-TLT Allocation Momentum? [PREMIUM]

A subscriber suggested review of the “SPY-TLT Universal Investment Strategy”, which each day allocates 100% of funds to SPDR S&P 500 (SPY) and/or iShares 20+ Year Treasury Bond (TLT) with SPY-TLT allocations equal to that with the best …

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SIF Folio in April: Should I sell in lockdown? Plus CAPD, HAT and MGP

It’s the end of the month. This would normally mean that it’s time for me to review and consider selling any stocks that I’ve held in the SIF folio for nine months or more.
In the turmoil of March’s market crash, I suspended my usual month-end review. …

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Small Cap Value Report (Tue 28 April 2020) – LOOK, SNX, SYS1

Hi, it’s Paul here, with the SCVR for Tuesday. Estimated timings – TBC, depending on newsflow. Market thoughts As always the macro/virus picture is very uncertain, and I’m constantly grappling with this, as I’m sure you are too. How do we balance up c…

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Small Cap Value Report (Tue 28 April 2020) – LOOK, SNX

Hi, it’s Paul here, with the SCVR for Tuesday. Estimated timings – TBC, depending on newsflow. Market thoughts As always the macro/virus picture is very uncertain, and I’m constantly grappling with this, as I’m sure you are too. How do we balance up c…

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Video game candidates #3: Sumo Group’s renewed focus on Own-IP

Sumo (LON:SUMO) might be one small cap to keep an eye on. This UK-based provider of video games development and design services operates out of ten studios in the UK, India, and Canada. It is more Keywords Studios or Frontier Developments (service prov…

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Video game candidates #3: Sumo Groupamp;rsquo;s renewed focus on Own-IP

Sumo (LON:SUMO) might be one small cap to keep an eye on.
This UK-based provider of video games development and design services operates out of ten studios in the UK, India, and Canada. It is more Keywords Studios or Frontier Developments (service prov…

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Weekly Summary of Research Findings: 4/20/20 – 4/24/20 [PREMIUM]

Below is a weekly summary of our research findings for 4/20/20 through 4/24/20. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs. Subscribers: To receive…

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Trading the Trend – A look at online retailers

Last week’s trading ideas both proved profitable (so far) with Shearwater Group slicing through the resistance like a hot knife through butter, and Intercede Group also offering an entry and now moving towards the next resistance point. 
It’s worth men…

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Small Cap Value Report (Fri 24 April 2020) – TRI, TW., LUCE, DTG, PSN

Good morning, it’s Paul here, with Friday’s SCVR. I’ll start early, with some catch up sections from yesterday. Estimated timings today – the lockdown seems to have turned me nocturnal, so I did 4 hours writing overnight, and needed to sleep more recen…

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Robo-advising Primer [PREMIUM]

Robo-advisors provide investors automated financial advice with varying levels of sophistication and degrees of individual tailoring. In their December 2019 book chapter entitled “Robo-advising”, Francesco D’Acunto and Alberto Rossi c…

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Small Cap Value Report (Fri 24 April 2020) – TRI, TW., LUCE

Good morning, it’s Paul here, with Friday’s SCVR. I’ll start early, with some catch up sections from yesterday. Trifast (LON:TRI) Share price: 122p (flat on the day)No. shares: 122.6mMarket cap: £149.6m Trading update Trifast (Main market LSE Symbol: …

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Small Cap Value Report (Thu 23 April 2020) – LGRS, SDI, G4M

Good morning, it’s Paul here with the SCVR for Thursday. I finished off yesterday’s report last night, with a new section on BooHoo, which is here. What a fantastic business that is. Although on current trading, the company should have just given the f…

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Small Cap Value Report (Fri 24 April 2020) – TRI,

Good morning, it’s Paul here, with Friday’s SCVR.I’ll start early, with some catch up sections from yesterday.Trifast (LON:TRI)Share price: 122p (flat on the day)No. shares: 122.6mMarket cap: £149.6mTrading updateTrifast (Main market LSE Symbol: TRI) i…

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Video game candidates #2: Team17

Of all the listed UK video games companies, perhaps Team17 (LON:TM17) is the standout success in terms of both share price performance and sustained high levels of financial growth. Since being founded in 1990, the group has grown to a market cap of ne…

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Small Cap Value Report (Wed 22 April 2020) – ABDP, MOSB, XLM, BOO

Good morning, I’m back, it’s Paul here with the SCVR for Weds. It’s quiet for news today – please see the header for the running order today. Estimated timings – I’m running a bit late today, and have also just managed to hit the wrong key and delete e…

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Testing Zweig’s Combined Super Model [PREMIUM]

A subscriber requested testing Martin Zweig’s Combined Super Model, which each month specifies an equity allocation based on a system that assigns up to eight points from his Monetary Model and 0 or 2 points from his Four Percent Model. We consid…

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