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This week's articles: 25 January 2013

This week's articles: 25 January 2013

FEATURES:

Biotech is back

Julian Hofmann explains why small biotechs are doing so well, lists the most interesting drug trials and outlines why it could pay investors to give the sector some serious attention.

'The knowledge' for trading success

Trainee black cab driver John Walsh's trading approach saw him cash in big-time in 2012.

The farmers' market

Mark Robinson assesses the prospects for agricultural shares.

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:

Institutions back London buy-to-let.

Big Yellow raises £37m.

Enquest to join bond rush.

LNG and shale changing the energy landscape.

Unilever looking strong.

IC wins CFA Society of the UK Journalism award.

Is Ocado's future looking rosy?

 

ECONOMIC OUTLOOK:

The inevitable death of companies: Chris Dillow says companies are more likely to fail than generally realised.

 

Next week's economics: A lack of credit growth is still contributing to economic weakness in the UK and eurozone, next week's figures are likely to show.

 

COMMENT:

Our columnists offer in-depth analysis and investment ideas:

Letters/Q&A: The high price of alpha - A reader highlights the importance of stop-losses in understanding risk-adjusted returns.

The Editor: Don't fret about FX - Investors shouldn't let currency fluctuations stop them from buying shares in the best international companies.

Simon Thompson: Lessons to learn - Our companies editor addresses an issue facing all investors and seeks advice from the greatest investor of all time. Plus, the following online exclusives:

- Bumper trading gains: Our companies editor's recent advice to buy in ahead of trading updates is paying off handsomely.

- More upside to come: Our companies editor sees further upside in an Aim-traded investment company that has been outperforming the market by a large margin in the past year.

- Seeing the light: Our companies editor revisits the investment case for a solar wafer maker about to return a chunk of cash to shareholders.

- A publisher for the digital age: It is a fair guess that, given the bumper number of Kindles and e-readers sold in the final quarter of last year, the company could be in for some decent digital sales.

Chris Dillow: Productivity matters - Negative index-linked gilt yields are due in large part to stagnating labour productivity. Read more articles by Chris Dillow.

Mr Bearbull: The importance of 'no - Real investors are the ones with the confidence to say 'no' to the flood of investment ideas.

Property Matters: US housing is an attractive asset class - but how can UK investors buy in?

Chronic investor: The curious case of Quindell Portfolio - Hot stock insurance services company Quindell is growing at breakneck speed but is it heading for an accident?

 

YOUR MONEY:

Financial planning, tax and investment wisdom:

Reader portfolio: Not too old for high equity exposure.

Financial planning: Tactics to protect child benefit.

SmartMoney: Call a salesman a salesman: product sales are still masquerading as advice.

 

SHARE TIPS OF THE WEEK:

■ Energy consultants are in a good position to exploit an upswing in demand for oil services, and the engineering design and maintenance expertise on offer at this company even more so.

■ Business is proving tough for this DIY group, and there's nothing to suggest things will improve any time soon.

■ A joint venture in Australia has beefed up the earnings potential at this meat packager. Plus there's a tasty prospective dividend yield on offer.

■ Swoon over this dating business - it's fast growing, has net cash on its balance sheet and ambitious expansion plans.

 

FUND TIP OF THE WEEK:

■ Cautious equity investors should take a look at this growth investment trust. In difficult years, it's shown that it can be relied on to lose the least, and it pays a healthy dividend.

 

SHARE TIP UPDATES:

Abcam

Genel Energy

Home Retail

Stobart

Sunrise Resources

 

BROKERS' TIPS:

Aberdeen Asset Management

Costain

 

FUNDS:

Fund news: Don't rely on past fund sector returns.

Video debate: Active vs passive funds - We put a leading advocate of passive investing up against an active funds champion, with some interesting results.

Interview: Nick Lance and Ian Purves talk about why lower volatility and valuations, and high cash-flow generation make for a better income stream than rapid rises.

The big theme: Structured products become simpler.

Top 100 funds: BlackRock World Mining stands firm.

ETFs: Liquidity counts with ETF collateral

 

SHARES:

Stock screen: A screen that searches for rising shares with further upside to come produces five buy opportunities.

 

■ The lowdown on the latest company results:

City of London Investment

Games Workshop

Hummingbird

NCC

 

Sector focus: The enduring allure of PFI yield - Changes to PFI have provided more certainty for investors while rising bond yields might not be a threat.

 

Directors' dealings: Notable transactions at Fenner, 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 news: Build your own trading system

Trading ideas: Chart-driven calls on euro/Japanese yen exchange rates, FTSE 250, Reed Elsevier and SABMiller.

The Trader: New highs - The US and UK indices have broken to new highs and there are few signs of toppiness yet.

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By Investors Chronicle,
25 January 2013

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