FEATURES:
Julian Hofmann and John Hughman explain why Apple's fall is an irresistible buying opportunity.
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.
■ 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
SHARE TIP UPDATES:
■ API
■ EasyJet
■ PPHE
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:
■ Chemring
■ NWF
■ Porvair
■ Renishaw
■ 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.
