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This week's articles: 12 October 2012

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October 12, 2012

FEATURES:

Market-beating magic

Revealed: the magic formula that can deliver returns of 30 per cent a year. Plus a ready-made Greenblatt portfolio.

The cheapest way to buy your funds

Commission payments to financial advisers are about to be banned, but does commission-free mean big savings for fund investors?

Defensives win again - Benchmark portfolio update

Our benchmark no-thought portfolios show that defensive stocks have continued to beat the market, that value investing is making a comeback and momentum is falling out of favour.

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:

Engineers serve recovery warning

Is Cookson the canary in the coal mine?

East Africa is cooking on gas

A sweet investment by Simon Thompson

The impact of the Zynga profit warning on Facebook

Recruitment sector hit by profit scare

Meadowhill sells at last

Confidence makes steady progress

 

ECONOMIC OUTLOOK:

Profits hold up - for now: Profit rates are higher now than in the last two economic downturns. This might not last.

Next week's economics: Next week should see good news about inflation, but more concerns about high government borrowing.

COMMENT:

Our columnists offer in-depth analysis and investment ideas:

The Editor: The only way is ethics - Investing ethically is a worthy aspiration; it's a shame its so hard to do so.

No free lunch: Reality stalks IMF - "The recovery has suffered new setbacks…" says its latest report.

Mr Bearbull: Quirky ETFs - Here's an oddity – rising prices mean less income from exchange traded funds than if you hold the underlying stocks.

Simon Thompson: A bright future - Our companies editor unearths a leading UK digital publisher whose strong earnings recovery is not yet factored into the current share price.

Chris Dillow: The probability of a stock market disaster has faded. Plus, not all mistakes in investing are expensive ones.

Property Matters: Housing charity Shelter argues that five-year tenancies would improve tenants' lives and landlords' returns.

 

YOUR MONEY:

Financial planning, tax and investment wisdom:

Reader portfolio: Is our 32-year-old reader wrong to be attracted to defensive stocks?

Financial planning: An estimated 6m people overpay tax. We've got six tips to help you avoid shelling out more than is necessary.

SmartMoney: Platform investors deserve better.

 

SHARE TIPS OF THE WEEK:

■ There's money to be made in packaging and emerging markets, and that's where this company is focusing its efforts.

■ Using price comparison websites is the norm these days and that has rewarded one player with solid revenue growth. But now Google is muscling in, we think those revenues are under threat.

This property developer has been living a hand-to-mouth existence and it's burdened with debt. But the arrival of a white knight could tip the balance from risky to rewarding.

■ Deep value opportunities usually indicate serious problems and this support services company has had its fair share. But it's implemented a restructuring and we think it's a credible recovery story.

 

FUND TIP OF THE WEEK:

■ The potential of frontier market growth along with an attractive yield at a reasonable price might sound a tall order. But this fund certainly seems to offer it all.

 

BROKERS' VIEWS:

Analysts' views on:

Cranswick

J Sainsbury.

 

SHARE TIP UPDATES:

Mitie

Mwana Africa

Plexus

Powerhouse Energy

Victrex

 

FUNDS:

Fund news: Top 100 funds update - Discount opportunities among top investment trusts.

IC Top 100 Funds update: Standard Life UK Smaller Companies increases transparency.

Shares I love: Federal Bank makes profits from both domestic and overseas sources and its non-performing assets are decreasing.

ETFs: Investor-friendly reform in India means equities there could continue to rise and we've identified the easiest way to capture that growth.

Interview: Leigh Harrison talks about why choosing quality will serve UK equity income investors well over the next 10 years.

 

SHARES:

The lowdown on the latest company results:

Imperial Innovations

Inland Homes

Matchtech

Ted Baker

Wandisco

 

Sector focus: Mark Robinson reports on how you can make money from an expanding global population and changes in Asian dietary habits.

 

Stock screen: Find out which shares are in this year's best of British portfolio.

 

Directors' dealings: Notable transactions at Vitec, 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 day-trade the FTSE.

■ Trading ideas: Chart-driven calls on Cac 40, CRB Index, FirstGroup and Rio Tinto.

The Trader: Grinding higher - The Trader is confident of further gains in stocks as time factors turn positive.