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This week's articles: 16 November 2012

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November 16, 2012

FEATURES:

Making the grade

Matthew Allan explains how to find the best projects before the rest of the herd with his guide to evaluating early-stage mineral deposits.

Crowdfunding: the new way to invest in start-up companies

There is a new way of doing venture capital: it's smaller scale and therefore less risky.

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:

US targets energy security.

More action offshore Ireland.

San Leon links up with Aurelian.

Sainsbury's does well from less.

Business rates delay hits troubled high streets.

The squeeze on savers is to continue

Just the Tikit for BT

 

ECONOMIC OUTLOOK:

Jobs as marriages - Jobs are just like marriages. And there might be a lot of unhappy "marriages" in the labour market now.

Next week's economics - The euro area is still in recession, but the rest of the world is doing better, next week's numbers could show.

 

COMMENT:

Our columnists offer in-depth analysis and investment ideas:

The Editor: The City needs a saviour - Banker bashing may have become a popular sport, but we should not be celebrating the City's tumbling employment.

Chris Dillow: Cliff hopes - If uncertainty about the fiscal cliff hurts the US economy in the next few weeks, it could be a buying opportunity for investors. Plus, investors tend to trade too much, because they mistake noise for signals.

Simon Thompson: A re-rating beckons - Our companies editor delves into the accounts of a closed-end investment company focused on the renewable energy sector.

Property Matters: Planning for growth - The government's reforms to the planning system have been complex, contradictory and only marginally effective. Blame democracy.

 

YOUR MONEY:

Financial planning, tax and investment wisdom:

Reader portfolio: Portfolio too slanted towards high-yield shares.

 

SHARE TIPS OF THE WEEK:

■ You could make a killing with this Danish pharma giant - bigger than AstraZeneca - which offers a dominance of fast-growing markets and a drugs development pipeline that its rivals can only envy.

This retailer has staged a remarkable comeback after a difficult start to the year, helped by a plan to revitalise growth. With a new boss in place and a juicy yield, we think the rerating will continue.

■ A secure dividend with clear growth potential and a strong balance sheet make this company an ideal investment for patient income-oriented investors.

This gas explorer is well-placed to meet China's growing demand for unconventional energy.

 

FUND TIP OF THE WEEK:

■ A new manager who brings with him an excellent track record could turn performance around at this special trust.

 

BROKERS' TIPS:

Bwin.Party

Trinity Mirror

 

SHARE TIP UPDATES:

Balfour Beatty

CRH

Cobham

International Consolidated Airlines

Local Shopping Reit

 

FUNDS:

Fund news: Emerging markets funds lead consistent performance.

In the doghouse: Invesco Perpetual Japan.

The big theme: Frontier markets - rewards will take time

Top 100 funds: Multi-manager investment trusts.

ETFs: Should portfolios have silver linings?

 

SHARES:

The lowdown on the latest company results:

Aveva

Blinkx

BTG

Cable & Wireless

Carphone Warehouse

Carrs Milling

Charles Stanley

Dairy Crest

DQ Entertainment

Electrocomponents

Entertainment One

Experian

Flybe

Great Portland Estates

Hornby

Icap

Latchways

Land Securities

Lonmin

Norcros

Oxford Instruments

Printing.com

Shanks

SSE

Synergy Healthcare

TalkTalk

Tate & Lyle

Trifast

United Drug

Vodafone

Wincanton

Workspace

 

Stock screen: Five cheap growth shares

 

Sector focus: Constructing high-yield recovery plays

 

Directors' dealings: Notable transactions at Stanley Gibbons, 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 FTSE 100, gold, sterling/dollar and Talvivaara.

The Trader: Sell signal - The Dow theory signal is bearish, but does not mean a bear market will follow.