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This week's articles: 2 February 2013

This week's articles: 2 February 2013

FEATURES:

Temptation

Julian Hofmann and John Hughman explain why Apple's fall is an irresistible buying opportunity.

The gas revolution

Mark Robinson on how the fast-developing liquefied natural gas market could unlock the door to a new source of profits.

An alternative way into the energy sector (Link available from 5pm, 1 February 2013).

Christopher Boxall introduces you to the world of the energy equipment & services sector

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:

A falling pound is more often than not good for equities.

Yen to devalue.

German confidence on the rise.

Imperial Tobacco hit by illicit trade.

Take profits on John Menzies.

Darwinian logic at Borders & Southern.

Anglo takes a $4bn hit on Minas-Rio.

Aminex delays farm-out process.

 

ECONOMIC OUTLOOK:

Sterling's weak boost to exports: The fall in the pound might do more to boost inflation than exports.

Next week's economics: Next week's numbers could increase fears of a 'triple dip' recession.

 

COMMENT:

Our columnists offer in-depth analysis and investment ideas:

The Editor: What's in a name? Why rebranding usually means trouble.

Property Matters: Looking beyond the Reits. From grocers to pubs to a tiny film studio, many companies own real estate - sometimes worth more than the company itself.

Simon Thompson: Taking profits after a winning streak. Our companies editor advises booking some huge profits. Also written exlusively for the website this week:

- Hyper value gains: Shares in BP Marsh & Partners, a niche venture capital provider to early-stage financial services businesses, soar after the company reveals it is in talks to sell all of its.

- Profit from London's property boom: A Northern housebuilder benefits from a move southwards.

Chris Dillow: Mixed sentiments - Investors are still quite depressed about equities. This points to shares doing well this year, but the economy doing poorly.

Chronic Investor: Deutschland über assays - A decision by the Deutsche Bundesbank to repatriate some of the country's foreign gold reserves has raised eyebrows.

 

YOUR MONEY:

Financial planning, tax and investment wisdom:

Reader portfolio: Too much property exposure: there's a big difference between knowing an industry and being able to beat the market.

Financial planning: What does 2013 hold for savers?

SmartMoney: Income drawdown reprieve is not as good as it seems.

 

SHARE TIPS OF THE WEEK:

A power company that lacks the fuel for growth and is depending on unpredictable contract wins leaves us cold.

This pub company has served up a solid performance, helped by operational improvements, and that should encourage the shares, which trade at a discount to peers, to re-rate.

■ It's likely this plain vanilla mining operation will be generating strong revenues in no time and the share price could soon be kick-started by the rebound in the iron ore market.

■ Being able to offer a onestop end-to-end hazardous waste decommissioning service is paying off for this company - the order book doubled last year and the shares are trading on a single-digit PE ratio.

 

FUND TIP OF THE WEEK:

■ Equity income is associated with generous dividends, but unexciting growth. But if you have a stomach for volatility, this investment trust could give you both income and strong growth.

 

BROKERS' TIPS:

Bovis

Severfield-Rowen

 

SHARE TIP UPDATES:

API

EasyJet

PPHE

Quercus Publishing

William Hill

 

FUNDS:

Fund news: Poorly performing funds control £23bn of assets.

In the doghouse: Investec American Fund has been dogged by poor performance, but has been handed over to top fund manager Alastair Mundy. Could it go from zero to hero?

Interview: Tideway's James Baxter talks about why he prefers to invest outside the equity markets in fixed income and currencies.

The big theme: How to choose the right fund share class.

Top 100 funds: Changes at M&G Property Portfolio

ETFs: Hedge your bets in Japan using ETFs

 

SHARES:

Stock screen: Seven solid growth and income shares.

 

■ The lowdown on the latest company results:

Amino Technology

Chemring

Mattioli Woods

NWF

Porvair

PZ Cussons

Renishaw

Safestore

SThree

Wynnstay

 

Sector focus: Europe's car crash isn't fatal.

 

Directors' dealings: Notable transactions at ICP, 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: How to make 27.5 per cent a year on the FTSE.

Trading ideas: Chart-driven calls on Dow Jones, sterling US dollar exchange rates, HSBC and Schroders.

The Trader: Very stretched FTSE.

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By Investors Chronicle,
01 February 2013

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