10 top AIM stocks leading the small-cap surge

Ten years after stockmarkets crashed under the weight of the financial crisis, the Alternative Investment Market (AIM) has finally recovered the ground it lost. The UK’s market for smaller growth companies is particularly sensitive to wavering investor sentiment. But a decade after investors fled from risky small-caps, AIM is back at pre-crisis levels. Source: interactive […]

WH Smith: The star stock shoppers love to hate

A week after being named the UK’s worst high street retailer, WH Smith (SMWH) fired the perfect riposte today with a reminder that it knows a thing or two about success in retail. Its latest trading update was a trademark WH Smith performance, with a continuation of the profitable growth and strong cash generation that has won […]

An investment trust income portfolio to be pleased with

Our regular income portfolio of investment trusts has posted total returns of 9% since inception last April, despite a ‘hairy start to the year’ which has seen nine holdings in negative territory since our last update. James Brumwell, who is managing the portfolio, has been tinkering to take advantage of capital gains allowances before the end […]

Is now really the right time to buy RBS shares?

Royal Bank of Scotland (LSE:RBS) We often complain about the bank from the land of ginger, due to it rarely moving with any real conviction. It was to take some time, but finally Royal Bank of Scotland (RBS) is broadcasting a no-nonsense signal as to its intended direction. It’s so obvious, we decided to pause for […]

Filta becomes unlikely AIM star

As AIM success stories go, they don’t come much more random than Filta (FLTA) and its rapidly-expanding business helping restaurant kitchens to deal with the used cooking oil in their deep fat fryers. Having launched in 1996 and then listed on the London stock market in November 2016, the company is now racking up annual revenues […]

RBS shares tumble after government dumps stake

Whatever your view of the government’s controversial, loss-making sale of shares in Royal Bank of Scotland (RBS), there’s no doubting that the move is a hugely significant moment for followers of the UK banking sector. Like its former taxpayer-owned cousin Lloyds Banking Group (LLOY), RBS shares have continued to be met with scepticism in the City, despite […]

How our Dogs of the Footsie beat FTSE 100

Our 2018 Dogs of the Footsie are proving their pedigree once again. As at 1 May, the portfolio of unloved companies that we lined up in February was ahead of the index in a quite volatile quarter, even though some of the Dogs have failed to keep up with the pack. The Dogs strategy involves […]

Stockwatch: Attractive 8.5% yield, or value trap?

Have the mid-cap shares in Card Factory (CARD), the retailer of greeting cards and gifts, fallen too far given the board’s guidance for an implied 8.5% yield at the current buy-price of 199p? The stock initially fell in response to a Q1 update at Card Factory’s AGM, but 194p triggered an intra-day rally to 206p, settling […]

Is this oil explorer a top recovery play?

88 Energy (LSE:88E) and some GBP:USD thoughts too 88 Energy (88E) has featured in our email and it’s not hard to understand why. The share price appears to be adhering to some of our thoughts last year and an update appears merited. For 88E, movements since August last year carry the suggestion a glass ceiling has […]

Commodities outlook: Uptrend in focus for oil

Brent and WTI oil have been hit over the last week by comments on the reduction of the OPEC output cuts. Even today Russia’s economic minister commented, saying an oil price between $65 and $70 per barrel (/bbl) are acceptable for the oil producing nation. Last week we noted that US crude production rocketed in […]