10 most popular funds in May 2018

There was no change at the very top of the table of best-selling investment funds. Terry Smith’s Fundsmith Equity, continues to be the most-bought fund among ii clients. The fund’s top holdings include US equities such as Microsoft Corp (MSFT) and PayPal Holdings Inc (PYPL), Spain’s Amadeus IT Group (AMADF), and Denmark’s Novo Nordisk A/S (NVO). Over half of […]

Star manager Harry Nimmo’s tips for stock-picking success

Over three decades ago an academic paper revealed a simple yet highly effective way to improve investors’ odds of stockmarket success: avoid the big names and instead identify tomorrow’s giants. The study, carried out by Rolf Banz in 1981 at the University of Chicago, first documented what is known today as the ‘small firm effect’ […]

Stockwatch: A momentum play linked to industry rationalisation

Do bumper interims from this AIM-listed financial planner/wealth manager AFH Financial Group (AFHP) consolidating smaller advisory firms, imply further upside? Or trading on 32 times earnings for its year to end-October 2017, with market price at 345p, is its stock rating now high-risk? After listing four years ago, the price traded sideways at around 150p, then […]

Where will the FTSE end this week?

Written 8 June – 00:22 FTSE for Friday (FTSE:UKX) When the London exchange managed to sleep in for an extra hour on Thursday morning, we’d hoped to see the market essentially give their intentions away with some “surprise” movements. Instead, it experienced a fairly humdrum session with Friday appearing fairly important. The strange thing was, […]

Impressive Auto Trader rockets

In the three years since Auto Trader (AUTO) joined the stockmarket in a £2.35 billion IPO, investors have grown used to a stop-start journey in which share price peaks have been followed by sharp descents. Today, the shares were in the fast lane after the online vehicle marketplace impressed analysts with its annual results and soothed […]

Time to back Mitie as rebuild continues?

With the short-sellers seemingly in retreat, shares in facilities manager Mitie (MTO) have taken another step forward today after well-received annual results highlighted progress in the company’s rebuilding job. Chief executive Phil Bentley, the former British Gas boss, said that after one year of the company’s transformation programme Mitie was “where we need to be”. This upbeat […]

FTSE 100 overcomes wobble

There’s no loss of appetite for risk assets right now as financial markets work through their issues. There’s at least a temporary fix for the ‘Italian problem’, the North Korea summit could end nuclear fears on the peninsula and there’s growing optimism that China will do enough to put its spat with the US to bed. […]

What do you do when markets fall?

When the UK equity market lost about 10% between January and February a few clients phoned our financial advisers to ask “should we sell up and move to cash?” A few weeks later the conversation switched and people were guessing how long until the FTSE (UKX) hits 8,000 points. Now, it’s changed again. Markets are falling […]

A FTSE 250 share with exciting potential

Esure Group (LSE:ESUR) Esure Group (ESUR) has experienced a rather crazy ride since our last analysis at the start of 2017. Despite some recent reversals, we’ve a few ideas regarding its immediate potentials due to the nature of price movements. Esure Group Trends and Target February 2017 Essentially, should it now manage above 238p, we’d suspect […]

Four spectacular small-caps going places fast

Four very different small caps – Oxford BioMedica (OXB), Alpha Financial (AFM), Tricorn (TCN), and MS International (MSI) – repaid the faith of investors today with some spectacular share price gains. Aside from their double-digit percentage rises, the quartet have some interesting stories to tell, not least the announcement by Oxford BioMedica concerning the development of its gene therapy treatment for […]