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This week's articles: 8 February 2013

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February 8, 2013

FEATURES:

Bargain shares

Investors Chronicle Bargain Shares portfolios have beaten the market in all bar two of the past 14 years. Now Simon Thompson reveals his value picks for 2013. They're an absolute steal

Japan: a once in a lifetime opportunity?

John Baron believes the Japanese equity market could be at a major turning point

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:

UK economy in need of monetary boost.

Euro volatility is under control.

GSK battles against austerity.

Social impact bonds hit the retail market.

Centrica launches £500m share buy-back.

Windfarm investment fund: a perfect investment or hot air?

 

ECONOMIC OUTLOOK:

Volatility's warning - Unless you think we're in a strong bull market, low implied volatility is sending a warning signal.

Next week's economics: 11-15 Feb - Next week's figures will show the eurozone in recession, and retail sales doing badly in the UK.

 

COMMENT:

Our columnists offer in-depth analysis and investment ideas:

The Editor: Reality bites banking - Banking as we know it is dead - it's time to follow the crowd.

Mr Bearbull: The Bearbull Global Portfolio is bouncing around more than expected. Should that be tolerated or tackled?

Chris Dillow: Policy, risk and you: Economic policy is adding to the risks we face - partly by design, partly by accident

Simon Thompson: Our companies editor sees significant upside in an investment company with interests in Russia and the former eastern bloc. Plus, Simon has written the following online exclusives:

- Decision time after a bright start: Our companies editor reviews an investment in a small-cap media company that is showing a 40 per cent gain.

- An 'app' online investment: Simon Thompson spots an opportunity to buy into a cash-rich company at little over book value.

Chronic Investor: Aim explorers gasping in financial quicksand.

 

YOUR MONEY:

Financial planning, tax and investment wisdom:

Reader's portfolio: Inflation and sovereign default worries Our reader who works in the City has an enviable track record of investing but our experts think he can do better.

Financial planning: Best time to ditch your final-salary pension.

SmartMoney: Reclaim your trail commission.

 

SHARE TIPS OF THE WEEK:

■ An expensive and hostile acquisition by this copper miner just as others are slimming down and reining in spending looks foolhardy.

■ Shares in this cleaning and sterilisation specialist have performed strongly recently, but there could be bumps in the road ahead, leaving them vulnerable.

■ Here's a Reit that offers an easy way into high-yielding regional property, available at a juicy discount.

■ A potentially significant discovery, and a key deal with heavyweight Petrofac, add up to a stong case for investing in this oil and gas explorer.

 

FUND TIP OF THE WEEK:

■ Steady positive returns, attractive yield and the ability to be flexible in difficult markets are on offer at this strategic bond Oeic.

 

BROKERS' VIEWS:

Johnson Matthey

St James's Place

 

SHARE TIP UPDATES:

De La Rue

Fastjet

Grainger

Munich Re

WS Atkins

 

FUNDS:

Fund news: A new website lets you compare fund platform costs.

In the doghouse: Jupiter China fund - The Jupiter China fund is the worst performing Asia Pacific fund, a new list of dog funds has revealed.

The big theme: Is Neil Woodford's High Income fund too big?

Top 100 funds: Trojan Income Fund to be 'soft closed'.

ETFs: ETFs for your Isa.

Interview: Sam Vecht talks about why when buying shares in frontier markets, the key is to remember the price.

 

SHARES:

Stock screen: The simple way to beat the market.

 

■ The lowdown on the latest company results:

Allocate Software

Alumasc

ARM Holdings

AstraZeneca

BG

BP

BSkyB

Diageo

Hargreaves Lansdown

Low & Bonar

Randgold Resources

Rank

Renewable Energy Generation

Royal Dutch Shell

St Modwen Properties

Wolfson Microelectronics

 

Directors' dealings: Notable transactions at N Brown, plus a table of all boardroom share trades.

Sector focus: Stability descends on banks for now.

 

Week ahead: A summary of key company announcements expected in the coming week.

 

TAKEOVERS:

Download this week's takeover tables as a PDF.

 

TRADING:

Coppock: What our unique set of market indicators is saying now - Now that the Dow Jones Index has sneezed the rest of the world must try to avoid catching the cold.

The Trader: Negative divergence - Despite further bearish signals, there is still insufficient reason to give up on the rally.