Join our community of smart investors

Simon Thompson’s small cap initiation, Portfolio Clinic, Inflation strategies & more

IC Daily email update
February 27, 2017

In Simon Thompson’s column today, he initiates coverage on a small cap company boasting leading edge technology and one with the backing of some smart city fund managers. It’s been winning a raft of new contracts, has a bumper order book and solid prospects of converting a promising number of potential orders now that its balance sheet has been strengthened. If all goes to plan a move into cash profitability looks firmly on the cards, leaving the shares significantly undervalued at the current level.

Our Portfolio Clinic this week features an 80 year old reader who has been investing for the past 18 years and wants to provide a comfortable retirement for him and his wife. Find out what our experts made of his portfolio and what changes they suggest.

The company results season remains in full swing, find out latest analysis of top company results on our Shares page – recent highlights include Standard Life, William Hill, Barclays and Pearson. For a discussion on the main results of the past week, listen in to our IC Companies & Markets podcast.

Our feature this week highlights the damage inflation can do to your investments now it is back on the rise. Find out how to adjust your portfolio accordingly. Meanwhile listen in to this special IC Questions podcast with Kate Beioley on this tricky problem.