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This week's articles: 18 January 2013

This week's articles: 18 January 2013

FEATURES:

Every sector, every share: The FTSE 350 review

The second-half rally of 2012 looks likely to continue into this year, too. We've analysed all 79 subsectors of the FTSE 350 index to highlight the most potentially lucrative investment opportunities of 2013.

Efficient, for now

The performance of our no-thought portfolios suggests that the stock market became efficient at the end of last year. This is unusual, and it might not last.

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:

More pain for shop landlords

Solid Christmas trading for retailers

Junk bonds keep rising

Barratt set to double profits

2013 promises to be an exciting one for Faroe Petroleum

Inflation set to stay above target

Bonds and Utilities lifted by RPI decision.

 

ECONOMIC OUTLOOK:

Consumers in the recession: Consumer behaviour has exacerbated the recession, contrary to what conventional economics predicts.

Next week's economics: The UK is back in recession, but the eurozone's downturn is getting less bad, next week's figures should show.

 

COMMENT:

Our columnists offer in-depth analysis and investment ideas:

The Editor: Heading for the Brexit - The sound economic reasoning that should determine our future in Europe is conspicuously absent

Simon Thompson: Stock-picking marvels - Our companies editor recommended 24 trades in the final quarter of 2012, of which 22 are in profit and showing bumper average gains of 16.6 per cent on an offer-tobid basis. Also see these online exclusives from Simon this week:

- Jumping the gun: Get ahead of the pack with two small cap shares.

- Jumping the gun: take two - Our companies editor sees significant upside from a small-cap company due to issue a trading statement in the coming weeks.

- A share firmly in the picture: Our companies editor notes an interesting share price move from a media company and sees potential for a further 25 per cent upside in the next three months.

Chris Dillow: Why you can't beat the market - Investors struggle to beat the market because markets don't always favour the best companies and because company growth can be random.

Mr Bearbull: Investment laboratory - Want a crash course in investing? Look no further than Real Estate Credit Investments - it's enticing as well as educative.

Property Matters: Social housing Reits - Housing associations were the darlings of the bond market last year, but may struggle to tap equity investors in an increasingly hostile political climate.

 

YOUR MONEY:

Financial planning, tax and investment wisdom:

Reader portfolio: Needlessly diversifying across bond holdings.

Financial planning: Protect your portfolio against inflation.

SmartMoney: Don't put your trust in state pension reform.

 

SHARE TIPS OF THE WEEK:

■ Slower rates of growth look inevitable at this company. We're concerned about the high share rating and the risk of cannibalisation that's emerging.

■ Nimble investors could make a quick and fat profit by buying this miner before a takeover deal is agreed.

■ Looking after private jets is a lucrative business and this company manages to do it while avoiding high capital investment and depreciation.

This niche healthcare company has an unusual but successful business model. There are some risks but the growth forecasts look tempting.

 

FUND TIP OF THE WEEK:

■ Here's an easy way to access Brazil's exciting investment story, which is being driven by the domestic economy.

 

BROKERS' TIPS:

Galliford Try

Rathbone Brothers

 

SHARE TIP UPDATES:

Boeing

Greene King

Silverdell

Tate & Lyle

Volkswagen AG

 

FUNDS:

Fund news: Alliance Trust & TD Direct to offer 'clean funds'

Shares I Love: Inditex - Scottish Mortgage Investment Trust manager James Anderson explains why he thinks Inditex, owner of clothing retailer Zara, is a significant company.

The big theme: Rising star fund managers - We catch up with the young fund managers that we picked out to deliver strong long-term returns throughout their careers

Interview: Julie Dean explains how following the business cycle churns out strong returns.

 

SHARES:

Stock screen: Our dividend-growth-focused shares stock screen produced a total return of 23.6 per cent last year so we're back for more.

 

■ The lowdown on the latest company results:

Ebiquity

IG Group

 

Directors' dealings: Notable transactions at Office2office, plus a table of all 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:

Trading ideas: Chart-driven calls on Bund, FTSE 100, International Personal Finance, Home retail.

The Trader: FTSE resurrected

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By Investors Chronicle,
18 January 2013

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