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This week's articles: 19 October 2012

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October 19, 2012

FEATURES:

Ireland's oil rush

Matthew Allan reports on the companies drilling for oil in Irish waters.

Buy-and-hold investing

Algy Hall turns to investment legends John Bogle and John Neff to devise a market-beating buy-and-hold investment portfolio.

Student lets: still a goldmine?

Student digs have been an excellent investment over the past decade but the picture is now muddier. Stephen Wilmot reports.

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 RBS

Inflation set to rise

William Hill latest

St Modwen launches 6.25% retail bond

Pibs under pressure

South Africa descends into industrial anarchy

Noble's missing commission

 

ECONOMIC OUTLOOK:

Inflation danger for pensions: A change in the way inflation is calculated could cost pensioners thousands of pounds.

Next week's economics: The UK is out of recession, next week's figures could show - but strong growth is some way off.

 

COMMENT:

Our columnists offer in-depth analysis and investment ideas:

The Editor: Anatomy of a crash - It's been 25 years since Black Monday rocked global markets, but there are still lessons to be learnt from the City's darkest day

No free lunch: Heavy pain - HP is down 75 per cent, but is it a value stock yet?

Simon Thompson: An 'app' investment - Our companies editor sees value in the shares of a smallcap software company benefiting from growth in e-commerce and applications for mobile devices.

Chris Dillow: Annuity hope - There are good reasons to expect annuity rates to rise in coming years, which could mean better incomes for retirees.

Property Matters: Safe haven of Hyde Park - Top-end London property is subject to different drivers than the wider market, but that doesn't mean it can't fall.

 

YOUR MONEY:

Financial planning, tax and investment wisdom:

Reader portfolio: This reader is looking for ethical growth and income.

Savings: Savings relief for cash-heavy investors - Investors with large cash holdings will find it easier to beat inflation.

Financial planning: Is it safe to ride the annuity rollercoaster?

SmartMoney: Let our MPs suffer pension worries.

 

SHARE TIPS OF THE WEEK:

■ Europe's motor industry may be struggling but this profitable carmaker is laps ahead of everyone else and a new production line could save it billions.

■ A strong order book, new PFI work up for grabs, expected increases in operating profits and an attractive yield add up to a case for buying this construction company.

This small miner, which is trying to find diamonds that the world's best diamond geologists couldn't find a decade ago, is in danger of running out of luck and cash.

■ Wet weather has been a disaster for this compost supplier; it's heading for a second-half loss, the chief executive is leaving and the dividend is being slashed. Time to prune your holding.

 

FUND TIP OF THE WEEK:

■ If you like the idea of picking up shares in world-class companies at a bargain price, this European invested fund provides a cheap way in.

 

BROKERS' VIEWS:

BAE Systems

Ithaca

 

SHARE TIP UPDATES:

Amerisur Resources

Avon Rubber

GKN

Great Portland

Quindell

FUNDS:

Fund news: Investors can donate while they invest. Plus, investors miss equity gains in rush for bonds.

Shares I love: Singaporean OCBC has a strong business and good assets, and continues to expand beyond its remit as a local bank.

The big theme: Why investing in 'good' funds could ruin your returns, plus, "the best of a mediocre bunch."

IC Top 100 Funds update: Ethical funds - green with envy?

ETFs: The dangers of leveraged ETFs.

Interview: Harry Nimmo tells us how sticking to his investment process has generated strong returns from smaller companies.

 

SHARES:

The lowdown on the latest company results:

Air Partner

Avanti Communications

Bellway

Epistem

N Brown

Nanoco

Renewable Energy

Smiths News

Spirit Pub Co

YouGov

Vertu Motors

WH Smiths

 

Sector focus: Packaging offers strong cash flows, attractive dividend yields, structural growth in defensive end markets and the beginnings of a pricing recovery: don't overlook it, advises John Ficenec.

 

Directors' dealings: Notable transactions at Wilmington, 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 euro/US dollar, ITV, Nasdaq, and Vodafone.

The Trader: Stop-go rally