magazine archive
magazine archive
Editor's View
The reason why Frasers wants to own stakes in so many retailers
Thursday 29 Jun 2023FTSE 100 retail group Frasers ( FRAS ) has its fingers in more pies than Pukka serves up at a Rotherham United football match. Over the past few weeks, it has unveiled investments in yet more listed retail companies. Before you think it has gone wild, there is method in its madness. In recent years...
Confused why unloved shares are rising in value? Could be a short squeeze
Thursday 22 Jun 2023Ever looked at a rising share price and wondered what is driving it? We all want share prices to move higher so as to enjoy capital gains, but fundamentally it is important to understand the reasons behind the movement. Looking at the list of recent big movers, two names stand out – Ocado ( OCDO )...
Are parts of your portfolio not doing well? Here’s why that can be healthy
Thursday 15 Jun 2023Do you ever think about ejecting the part of your portfolio that is not doing well? By cutting your losses you could reinvest the proceeds back into what is doing well and your portfolio would look healthier. That may not be the best action to take. The fact parts of your portfolio are laggards...
The stock market might punish AI losers faster than it bids up potential winners
Thursday 08 Jun 2023The introduction of a new disruptive technology always creates winners and losers. The market’s current hot-button theme of artificial intelligence is no exception. The founder and chief investment officer of asset manager GQG Partners, Rajiv Jain, was on record in the Financial Times at the start...
It’s time to prepare portfolios for a second-half market correction
Thursday 01 Jun 2023At the end of 2022, investment experts predicted an equity market rally in the second half of the year. They have been somewhat right – markets have indeed gone up, but the rally happened early in the year. With decent gains from stocks and shares since January, the attention now shifts to the...
Proof that boring companies can make the best investments
Thursday 25 May 2023Imagine you’ve been given the choice of investing in three companies. You can choose one of two batches with the intention of holding them for at least five years. The first batch features a rat catcher, a provider of emergency telephones for lifts and a trucking company carrying small loads across...
If supermarkets are profiteering why are their margins so skinny?
Thursday 18 May 2023One of the big reasons why inflation remains stubbornly high in the UK is the continued appreciation in food prices. This is having a damaging impact on lower-income households because the weekly shop accounts for a larger proportion of their overall budget and is, self-evidently, a non-...
Listing rule changes could see more names jostle for a slot in the FTSE 100 or FTSE 250
Thursday 11 May 2023We could potentially see changes to the FTSE 100 and FTSE 250 indices as a knock-on effect to proposals by the UK financial regulator to change the UK stock market listing rules. The Financial Conduct Authority wants to make it easier for companies to join the UK stock market by revamping the...
Turnaround situations – when is right time to buy the shares?
Thursday 04 May 2023When is the right time to buy shares in a turnaround situation? That’s a hard question to answer, but typically it is before the recovery effort translates into higher reported earnings. By the time we see the numbers in writing, the market will have already priced in better news. Hotel Chocolat (...
Investors should follow Warren Buffett and seek out the attractions of Japan
Thursday 27 Apr 2023It has been quite the year for Japan. The country has received a rare visit from the world’s most famous living investor, Warren Buffett, who sees big opportunities in that part of Asia. Japan has just had its biggest stock market flotation in five years with the listing of Rakuten Bank (5838:TYO...