magazine archive

magazine archive

Editor's View

Should all companies and funds be forced to broadcast AGMs online?

Thursday 19 Jul 2018

It would be nice to see more companies and funds broadcast their shareholder meetings via the internet so that more investors have a chance to watch what directors and fund managers have to say about current events. Annual general meetings (AGMs) can also be valuable sources of investing...

Why keeping an open mind can make you a better investor

Thursday 12 Jul 2018

Recent analysis by investment bank Liberum on ITV’s ( ITV ) boost from England’s better-than-expected World Cup performance included some interesting words of wisdom. Analyst Ian Whittaker observes the huge audiences for the Three Lions’ exploits are a reminder of the resilience of live TV as a...

Have you checked if your fund investments contain the same holdings?

Thursday 05 Jul 2018

Have you ever looked at a fund or investment trust’s top 10 holdings and thought the list sounded familiar? There is a growing fear that too many funds are undifferentiated and investors may not realise they are exposed to the same underlying holdings if they hold multiple funds in the same space...

Should you panic if there is a profit warning soon after a stock market listing?

Thursday 28 Jun 2018

Many investors feel deflated if one of their holdings issues a profit warning soon after their IPO (initial public offering). It can feel like a double whammy: you’re disappointed by an investment not going well, plus you feel let down by a company recently making a splash with its stock market...

Operational gearing can have a nasty impact when things go wrong

Thursday 21 Jun 2018

Rapid growth in e-commerce demand may lead some investors to conclude that transportation companies fulfilling orders would be superb investments. You may think again after analysing the horrific profit warning on 13 June from logistics group Connect ( CNCT ) . Revenue for its Tuffnells delivery...

Beer seller Fuller’s has no choice but to innovate

Thursday 14 Jun 2018

Many people associate innovation with using technology to develop new products and services. What’s often overlooked is the need for more traditional businesses to innovate in order to stay competitive and not necessarily rely on technology to achieve this goal. There is a phrase in the world of...

Should you stick with underperforming fund manager Mark Barnett?

Thursday 07 Jun 2018

While Neil Woodford’s every move continues to be scrutinised by the market, another star fund manager is also having a tough time of late. Two investment trusts run by Mark Barnett have reported full year results and they’ve both underperformed their benchmark indices for the second year in a row...

What Apple's latest earnings release can tell you about quality companies

Thursday 31 May 2018

Shares in the company behind the iPhone and iPad, US consumer electronics giant Apple, are back in fashion after its quarterly earnings release on 1 May. The shares are up nearly 15% since the update. This revealed that in the three months to 31 March, the company’s services division, encompassing...

Watch out for companies with dominant shareholders

Thursday 24 May 2018

The perils of having dominant shareholders have come to the forefront once again with various small cap companies on the UK market. Minority shareholders have effectively been shunted to one side and in one case not given a fair say in important matters which is unjust. For example, several...

ZPG bid highlights appeal of digital platform businesses

Thursday 17 May 2018

Zoopla’s parent company ZPG ( ZPG ) was an obvious takeover target and we aren’t surprised to see it receive a 490p per share bid from US private equity firm Silver Lake. Congratulations if you owned its shares before the takeover news was announced. And hopefully you did own them, given that ZPG...