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This week's articles: 9 November 2012

This week's articles: 9 November 2012

FEATURES:

Elementary: Simon Thompson's guide to stockpicking

Simon Thompson, our companies editor, has an enviable record as a stockpicker. He reveals the clues he uses to spot stock market gems.

Hunting down global income

John Baron finds a source of income from overseas for his investment trust portfolio.

Dogs of the FT30

Our Dogs of the FT30 investment strategy has beaten the market in four out of the six years we've run it. Peter Temple explains how it works and picks out this year's candidates

SEVEN DAYS:

All you need to know about investing in the past seven days: what’s rising, what's falling and what's making the headlines.

 

NEWS:

US fiscal cliff looms after Obama win.

Downbeat reaction to election result.

China's old order yields.

Dow Jones saps confidence.

London & Stamford to merge with Metric.

Rental boom to continue.

Stobart to deliver retail bond.

It's time to capitalise on LMS.

 

ECONOMIC OUTLOOK:

The wrong sort of inflation: Inflation is about to rise - and it'll be the bad sort of inflation that depresses growth.

Next week's economics: Next week's figures could show that UK inflation is rising, but that the eurozone isn't doing as badly as feared.

 

 

COMMENT:

Our columnists offer in-depth analysis and investment ideas:

The Editor: All change and no change - Investors may welcome the continuity of Barack Obama's re-election, but the leadership transition taking place in China could still bring about profound changes to the global economy.

No free lunch: How to open up Aim placings to private investors.

Mr Bearbull: The UK equity market's dividend yield speaks louder than its price-earnings ratio.

Simon Thompson: Our companies editor sees scope for upside in a small-cap company embracing the digital age.

Chris Dillow: Stock markets rise and fall with US inflation expectations. Plus, the question of whether fund managers have the skill to beat the market matters less for investors than generally thought.

Property Matters: The Berlin housing market is booming - and there are three easy ways UK investors can play it.

 

YOUR MONEY:

Financial planning, tax and investment wisdom:

Portfolio: Bond funds stand in the way of returns.

Financial planning: How to avoid drawdown horrors.

SmartMoney: Lower your expectations for pension and Isa growth.

 

SHARE TIPS OF THE WEEK:

This mining giant's share price could be pushed a lot lower: it's facing numerous threats to production and it's still rated significantly higher than rivals.

■ Hurricane Sandy, which ripped up the east coast of the US, could prove especially painful for this underwriter thanks to its high exposure to catastrophe-related business.

This fund offers an easy route into Europe's hottest property market.

■ The yield of 8 per cent on this bank preference share is reason enough to snap it up. Its credit rating has been upped a notch too recently.

 

FUND TIP OF THE WEEK:

■ Here's a good reason to rethink your view on Japan: income. Japanese companies are becoming more shareholder friendly and this well-run fund gives easy access.

 

BROKERS' TIPS:

Next

St James's Place

 

SHARE TIP UPDATES:

Ashtead

Aureus

PPHE Hotel

Quindell Portfolio

Weir

 

FUNDS:

Fund news: Property equity funds rebound sharply.

Shares I love: Filtrona

The big theme: Bargain valuations take Europe from zero to hero.

Top 100 Funds: First State Global Emerging leads the pack.

ETFs: Are European ETFs worth the risk?

Interview: Rob Smith tells Leonora Walters why German companies are cheap.

 

SHARES:

The lowdown on the latest company results:

Associated British Foods

Babcock International

BowLeven

BT

Burberry

e2v

Egdon Resources

Eros

Fenner

First Derivatives

FirstGroup

M&S

Ryanair

Tracsis

Vedanta

Victoria Oil & Gas

Volex

 

Sector focus: Big challenges for banks - Bank shares have bounced back but those gains could easily be lost.

Stock screen: Seven of the world's best value shares - Algy Hall fuses together stock screening techniques from three value-investing greats to find the world's best value plays.

 

Directors' dealings: Notable transactions at Barclays, Smiths Group, plus a table of boardroom share trades.

 

Week ahead: A summary of key company announcements expected in the coming week.

 

TAKEOVERS:

Download this week's takeover tables as a PDF.

 

TRADING:

Coppock: what our unique set of market indicators is saying now.

Trading ideas: Chart-driven calls on Croda, dollar/yen, Rio Tinto and sugar.

The Trader: There is a Dow theory sell signal on the horizon

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By Investors Chronicle,
09 November 2012

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