magazine archive

magazine archive


Franchise firms can earn you tasty capital gains and juicy income

Thursday 11 Jul 2019

Companies with franchise business models have often been very good investments over the years. Many have been able to pay generous dividends as well as deliver capital growth for shareholders. Well-run franchises provide investors with defensive characteristics as well as growth opportunities, and...

Our 2019 picks are beating the market hands down

Thursday 04 Jul 2019

At the halfway point of the year our key selections for 2019 are doing superbly. Our average gain of 18.3% compares with an 11.2% gain for the FTSE All-Share over the same time period. Pleasingly not a single selection is in negative territory and four names are up by more than a quarter on our...

What are preference shares and should you buy them?  

Thursday 04 Jul 2019

A little understood part of the market, preference shares could be worth a look for some investors. A hybrid financial instrument with characteristics of both equities and bonds, they might appeal to older investors looking for a steady and reliable yield. WHAT ARE PREFERENCE SHARES? There are two...

Emerging Markets: Why Russia has outperformed

Thursday 27 Jun 2019

Russian growth has proved to be fairly robust of late despite the pressure from volatile oil prices, international sanctions and structural issues in the economy. The country’s flagship Russian Trading System (RTS) index has outperformed both the US S&P 500 and the UK’s FTSE 100 over both a one...

Emerging Markets: Views from the Experts

Thursday 27 Jun 2019

1 . NEW TARIFFS Market sentiment turned negative in May, when concerns emerged of an escalation in the US-China trade war. Undoubtedly, the increase in tariffs will impact many Chinese producers, with some companies already shifting manufacturing to other countries. However, China is becoming less...

Shares’ ESG portfolio: seven funds to buy now

Thursday 27 Jun 2019

There are now a multitude of investments offering exposure to ESG themes as investors seek to benefit from environmental, social and governance strategies. Having researched the space for our two-part series on ESG investing, we’ve pulled together a portfolio of active and passive funds which...

Exploring the ‘G’ in ESG: why governance is very important to investing

Thursday 27 Jun 2019

In the second part of our two-part series on ESG investing we examine the issue of governance and unveil an ESG portfolio to help develop investment ideas which tap into this increasingly mainstream theme. When you buy a share in a company you are actually obtaining a portion of a business, thus...

Two stocks which analysts say you should now buy

Thursday 13 Jun 2019

Investors should always sit up and take notice when an analyst changes stance on a stock, particularly if they are upgrading to buy or downgrading to sell. It sends a strong message that something has changed with the investment case. Sometimes they change rating on a stock for valuation grounds...

FTSE 100 stocks with a negative earnings trend

Thursday 13 Jun 2019

Last week we looked at which stocks in the FTSE 100 index had the fastest earnings growth over five and 10 years and what price investors were prepared to pay for them . This week we’ve delved into the murky waters of the stocks with the worst record of growing earnings. We have used the same...

How fast are earnings growing among FTSE 100 stocks?

Thursday 06 Jun 2019

Which blue-chip stocks have the fastest earnings growth? By using market screening tools and comparing growth with valuation we have come up with some useful insights which could provide the basis for further research. RELIABLE GROWTH OR DANGER AHEAD? Employing data from Stockopedia we measured...