Bull markets can be a mixed blessing for value investors. On one hand, a rising tide of prices can quickly propel undervalued stocks back to their intrinsic valuations (and beyond), which is exactly what a value junky wants. But the problem is that the…
In his excellent book, One Up One Wall Street, Peter Lynch explains that he loves ‘dull’ companies in ‘no-growth’ industries. “I get even more excited when a company with a boring name also does something boring”. Could the same perhaps be said for cou…
Good morning!
French Connection (LON:FCCN)
I think it was Antony Bolton who said that his best calls were often stocks that at the time felt uncomfortable to buy. That’s how it felt for me with French Connection, where hardly anyone could see my l…
The UK financial markets saw some movements during the last week, with the FTSE rising by 10 points to close at 5,924 and the AIM All Share closing at the same level of 688. News has included UK consumer price inflation remaining unchanged at 2.7 per c…
Good morning!I recorded a cracking (long!) audiocast last night with corporate financier, and accomplished investor, Edward Roskill. He’s a man worth listening to, as his favourite three share ideas in our Oct 2014 audiocast have since risen 70% (FIF),…
Good morning!The major indices are still searching for direction, so I don’t know what’s going on there. Small caps however remain buoyant, it feels very much like a bull market to me in small caps anyway. Lots of my shares are doing fairly well at the…
quot;Britain in 1945. No supermarkets, no motorways, no teabags, no sliced bread, no frozen food, no flavoured crisps, no lager, no microwaves, no dishwashers, no Formica, no vinyl, no CDs, no computers, no mobiles, no duvets, no Pill, no trainers, no …
Good morning! Firstly a reminder that it is the usual monthly investor evening amp; dinner in Beckenham tonight, called Mello. I am told that around 60 of us will be descending on “Sea Salt” restaurant for a lively evening of two presentations (from me…
The UKVI fund was down 6.48% this month compared to our iShares FTSE 100 benchmark. This was due to a large 7.04% gain in the benchmark which completely trounced my holdings over this short period. What upside we had was mostly thanks to French Connec…
Conventional wisdom dictates that stocks with little or no coverage from brokers and analysts can be some of the riskiest prospects for investors. Scant knowledge and debate about these misfits means that often they fail to appear on the investment rad…
It has been a difficult week for the markets. The FTSE 100 has fallen by 1.7% as geopolitical tensions intensify in Eastern Europe and the Middle East. These trends have occurred even though the UK service sector PMI came in at an eight-month high in J…
According to the Campaign for Real Ale
(CAMRA) 29 pubs are currently being closed a week across the UK. To provide support the UK government cut the beer
tax for the third time in March. Marston’s strategy is to build new food-led pubs, increase the lo…
Good morning!Fastjet (LON:FJET)Share price: 43.8p (down 35% today)No. shares: 66.4mMarket cap: £29.1mProfit warning – and it’s a bad one;Based on current management forecasts, the Board expects results for 2016 to be materially below market expectatio…
Many UK and European investors are now looking at gold investing, after events from Cyprus and last week’s UK budget. People are understanding once more what cash in the bank really is, and how it contrasts with physical gold savings.
Savers and invest…
It is not only Oil that has proved strong in the Commodity space this year so far: Cocoa and Coffee have gained this year, as have a variety of Metals. Below, I present 5 charts that look at the breakout of base metals from their 2011-2013 bear market…
Over the past week, I witnessed a number of significant events with regard to small cap investing in the UK. Firstly, the 2011 budget, though heavily leaked to the press beforehand, was finally announced. Secondly, I attended several meetings with ea…
Union Jack Oil (LON:UJO) is an AIM listed oil and gas exploration company with a focus on drilling and development of UK onshore opportunities alongside JV partners which included for the recent Wressle-1 well Europa Oil And Gas Holdings (LON:EOG) an…
Below is a weekly summary of our research findings for 8/12/19 through 8/16/19. 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…
We’ve woken this morning to the very sad news that Jim Slater has passed away at the age of 86. I’m not really sure where to start with this news, but firstly, I’d like to extend my condolences to his family and friends.
There will be a raft of obitu…
Good morning folks,
The market has crawled higher this morning, giving frazzled investors a little bit of relief after a tricky week.
There is supposed to be a Weekend Effect, with stocks doing worse on Monday compared to Friday. Is it really true? I h…
Good morning folks,
The market has crawled higher this morning, giving frazzled investors a little bit of relief after a tricky week.
There is supposed to be a Weekend Effect, with stocks doing worse on Monday compared to Friday. Is it really true? I h…
Good morning folks,
The market has crawled higher this morning, giving frazzled investors a little bit of relief after a tricky week.
There is supposed to be a Weekend Effect, with stocks doing worse on Monday compared to Friday. Is it really true? I h…
Are stock quality strategies, as implemented by exchange-traded funds (ETF), attractive? To investigate, we consider four ETFs, all currently available (from oldest to youngest): Invesco S&P 500 Quality ETF (SPHQ) – seeks to track performance…
Last week in Part 7, we looked at Market Breadth. We now start a chain of eight articles covering technical analysis directly carried out on price. We will be looking at patterns, support amp; resistance, trends, Fibonacci, pivots, moving averages, ban…
In the last couple of articles we have looked at price confirmation tools. This week, we are going to look at some of the more alternative concepts in technical analysis. There are some very strange and bizarre concepts out there – some that defy logic…
Last week in Part 5, we looked at Point and Figure charts. This week, we look at one of the relatively newer styles of charting methods that is yet to catch on in a more global sense: Equivolume. The rapid advancement in technical analysis and charting…
Good morning,This is the placeholder for Friday’s SCVR.
In Brief
A hard-core contrarian value screen, albeit one using the ‘total return ratio’ in order to combine value metrics with growth.
Background
Born in Ohio in 1931, John Neff was hired by Wellington Management in 1964 to run their newly-launched Win…
Cloudbuy is “a United Kingdom-based provider of an integrated software platform for e-Procurement and e-Commerce for the trading of goods and services between purchasers, such as public sector bodies and their suppliers, along with the analysis and cod…
The GuruScreens and StockRanks can be seen as two sides of the same coin. They both help investors to identify companies with good quality, value and momentum (QVM) credentials. For example, the Winning Growth amp; Income Screen – which has outperforme…
