Tag: GOLD

Shifting Shares (22 October 2019) – Salad days #LVCG #ALT #FUL #SPSY
Small Cap

Shifting Shares (22 October 2019) – Salad days #LVCG #ALT #FUL #SPSY

Michael Taylor- October 22, 2019

I like this company - as in I like eating their pizzas. I'm probably going to go tonight. The salad is an excellent side, too. ... Read More

Shifting Shares (13 Oct 2019) – Bargepoles ready #TLY #SOS #SXX
Small Cap

Shifting Shares (13 Oct 2019) – Bargepoles ready #TLY #SOS #SXX

Michael Taylor- October 14, 2019

In this regular report, Michael Taylor offers his latest trading ideas on a wide range of stocks. This is Gold content! Not logged in? Log ... Read More

Shifting Shares (6 Oct 2019) – The unthinkable #ABDP #BIDS #MKS
Small Cap

Shifting Shares (6 Oct 2019) – The unthinkable #ABDP #BIDS #MKS

Michael Taylor- October 7, 2019

The unthinkable. Nobody ever thinks it can happen. And then it happens. The stock dumps 50%, because price moves from expectation to reality. Speculation - ... Read More

Joel’s Resource Report (3 Oct 2019) – Quality potassium #EML
Small Cap

Joel’s Resource Report (3 Oct 2019) – Quality potassium #EML

Joel Deakin- October 3, 2019

AIM and stock markets around the world may be collapsing which for a permabull like myself means that there are now bargains galore. When I ... Read More

Shifting Shares (30 Sep 2019) – Hopping the pond $UBER $NFLX #SXX
Comment, Small Cap

Shifting Shares (30 Sep 2019) – Hopping the pond $UBER $NFLX #SXX

Michael Taylor- September 29, 2019

The UK has plenty of shorting opportunities, but UK equities are not valued anywhere close to how Britain's colonial upstarts value theirs. Americans do love ... Read More

Joel’s Resource Report (27 Sep 2019) #EOG #RRE #SML
Small Cap

Joel’s Resource Report (27 Sep 2019) #EOG #RRE #SML

Joel Deakin- September 27, 2019

I last wrote whilst on training at Crotonville, GE's leadership development centre about an hour north of Manhattan. Since then, my optimism for the world's ... Read More

Patience is a virtue
Small Cap, Comment

Patience is a virtue

Tony Boden- September 26, 2019

Any value investor that has been around the block a few times will have no doubt trotted out this phrase a few times to justify ... Read More

Marks & Spencer – a glorious past does not a bright future make #MKS
FTSE 350

Marks & Spencer – a glorious past does not a bright future make #MKS

Michael Taylor- September 19, 2019

Few people will be aware of the glorious past of market monolith Marks & Spencer. Founded by a Polish refugee, Michael Marks, and a cashier ... Read More

Lessons from share-price falls in August #BUR #SHOE #IQE
Comment, Small Cap

Lessons from share-price falls in August #BUR #SHOE #IQE

Tony Boden- September 17, 2019

I'm continuing my quest to study the factors which create the biggest monthly fallers on the market. These factors are hardly radical or even particularly ... Read More

Shifting Shares (10 Sep 2019) – Thinking Long Term #ALT #FUTR #ANX
Small Cap

Shifting Shares (10 Sep 2019) – Thinking Long Term #ALT #FUTR #ANX

Michael Taylor- September 10, 2019

I still maintain that this is a tough market and it's a game of minimising errors rather than going out there trying to score points ... Read More

Creating a new “Study List” – Low yielders for capital gains
Comment

Creating a new “Study List” – Low yielders for capital gains

Graham Neary- September 9, 2019

Every now and then I run a stock screen for new ideas, to refresh my ongoing research efforts. This week, I've been looking for profitable ... Read More

Joel’s Resource Report (6 Sep 2019) – Mine gold, create value
Small Cap, FTSE 350

Joel’s Resource Report (6 Sep 2019) – Mine gold, create value

Joel Deakin- September 6, 2019

I spent my weekend trying to find undervalued gold producers. A lot of companies which are discussed on Twitter just don’t get me excited at ... Read More

Shifting Shares (2 September 2019) – A torrid time #WEY #LVCG #SOS #RRE
Small Cap

Shifting Shares (2 September 2019) – A torrid time #WEY #LVCG #SOS #RRE

Michael Taylor- September 2, 2019

In this regular report, Michael Taylor takes a look at a wide range of stocks with interesting trade set-ups. Stocks covered include Sosandar (SOS), Wey ... Read More

Avoiding the Big Losers (July 2019) #SOM #BAG
Comment

Avoiding the Big Losers (July 2019) #SOM #BAG

Tony Boden- August 24, 2019

In a month that saw the FTSE All-Share up by 2%, there were 77 stocks which fell by 20% or more. This level seems remarkably ... Read More

Graham’s Investing Diary (19 August 2019) – My Disney Dream
Comment

Graham’s Investing Diary (19 August 2019) – My Disney Dream

Graham Neary- August 19, 2019

You may have noticed that my output was rather limited between mid-July and mid-August. This article explains where I was, what I was doing, and ... Read More

Shifting Shares (14 August 2019) – Beware the ramp #XSG #VRS #BUR
Small Cap

Shifting Shares (14 August 2019) – Beware the ramp #XSG #VRS #BUR

Michael Taylor- August 14, 2019

The latest response by Burford was baffling, and in my opinion it makes the business uninvestable. "Evidence" of market manipulation - really? Spoofing can lower ... Read More

Sports Direct – Ticking Timebomb #SPD
FTSE 350

Sports Direct – Ticking Timebomb #SPD

Michael Taylor- August 2, 2019

I take no pleasure in watching shareholders lose money (even when I am short) but this commentary from Mike Ashley, who has a fetish for ... Read More

Why is IT Binary?
Comment, Small Cap

Why is IT Binary?

Tony Boden- July 24, 2019

In my recent articles seeking themes in the worst losing shares each month, early on I observed that some industries were by their nature prone ... Read More

RPS Group – Takeover Target? #RPS
Small Cap

RPS Group – Takeover Target? #RPS

Simon Hedger- July 11, 2019

Something that I have learned to my cost is that whilst a new CEO can be a good thing (assuming they are a solid candidate ... Read More

Graham’s Investing Diary (9 July 2019) – H1 Portfolio Review
Comment, Small Cap

Graham’s Investing Diary (9 July 2019) – H1 Portfolio Review

Graham Neary- July 9, 2019

It's that time of the year when investors get their calculators out (or their Bloomberg terminals) and figure out how their H1 has transpired. I've ... Read More

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