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This week's articles: 1 March 2013

Find out which articles have been published on the website this week.
March 1, 2013

FEATURES:

50 Isa ideas

Read our top tips and tactics for your Isas in 2013, includes:

Isas versus pensions

Moira O'Neill looks at how Isas compare with pensions and how the two products can best be used to your advantage.

How to buy an Isa

How to get the best deal when shopping for your Isa.

Rebalance for the best returns

Maximise your Isa returns by getting into the habit of rebalancing your portfolio.

Trackers for your Isa

Isa investors dumped £144m from passive funds last year but advisers are recommending them for portfolios in 2013. We show you how to make them work for you.

The finest of Isa funds

Fund suggestions from wealth advisers.

10 investment trusts for your Isa

Investment trust experts suggest 10 trusts to hold in your Isa for growth, income, wealth preservation and diversification, plus a contrarian bet.

10 shares for your Isa

Last year's picks for our Isa share portfolio returned, on average, a stunning 29 per cent. The IC's specialist writers have come up with 10 new shares eligible for holding in Isa accounts.

High five for bonds

Since the LSE opened up a market in retail bonds, many more have become available to Isa investors. We pick out five bonds suitable for inclusion in an Isa.

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:

The eurozone after the Italian elections

Sterling woes

Property share issues

Invest in care homes

North Sea oil

Bodycote and Avingtrans both fly high.

 

 

ECONOMIC OUTLOOK:

Jobless hope for profits: High unemployment could allow profits to grow nicely this year - especially if productivity stops falling.

Next week's economics: 4-8 March: Next week's figures are likely to show the eurozone still in recession, but signs of growth in the UK and the US.

 

COMMENT:

Our columnists offer in-depth analysis and investment ideas:

The Editor: The joke's on us - It's back to the drawing board for efforts to kick start Europe's ailing economies.

Mr Bearbull: Hardly gilt-edged - Bearbull is tempted - but not convinced that a risky exchange-traded fund is the way to play the coming bear market in gilts.

Simon Thompson: A solid income buy - Simon Thompson uncovers a cash-rich small-cap stockbroker and financial services provider trading on 12 times forward earnings and yielding well over 5 per cent. Simon has also written the following online exclusives:

- IQE rumour hits shares: Shares in IQE, a global supplier of advanced wafer products to the semiconductor industry, slump on unsubstantiated rumours that the company’s recently completed $75m acquisition of US business Kopin Wireless is to be examined by the Office of Fair Trading.

- Qualcomm news hits IQE shares: Shares in IQE, a global supplier of advanced wafer products to the semiconductor industry, slumped in early trade this morning after Qualcomm enters into the RF market by launching a front end silicon-based radio frequency module to support 3G and 4G phones.

- From Russia with profit: Our companies editor has hit the jackpot with his timely play in a Russia-focused investment company.

Chris Dillow: Gilt's real worries. Read more articles by Chris on his comment page.

 

YOUR MONEY:

Financial planning, tax and investment wisdom:

Reader Portfolio: Constructing an Isa ready portfolio.

Self-select Isas: see 'How to buy an Isa' for a table comparing self-select Isa providers.

Highest paying cash Isas: Interest rates on cash Isas have been pitiful in the past few years, but now at least you can match CPI inflation.

 

 

SHARE TIPS OF THE WEEK:

This bookie looks a winner, thanks to its strong form in cash generation, its ability to streak ahead in machine gaming and the fact that it's catching up online, too.

■ Oil and gas investors can't afford to ignore deepwater exploration and this company, with its strong credentials, a sheaf of contract awards and a major deal in the offing, offers a tempting way to gain exposure.

■ Profits rose strongly at this housebuilder, which also boasts a healthy balance sheet, long land bank and plenty of special dividends to keep investors happy.

■ As this complicated company begins the process of simplifying itself, at a time when its market - the private rented sector - is expanding, the share price is bound to react, causing the discount to narrow.

 

SHARE TIP UPDATES:

Aureus Mining

HeidelbergCement

Topps Tiles

 

SHARES:

Stock screen: The ultimate screen - Strategy screen points to a 'dash to trash' as investors ditch high yield and quality stocks.

 

■ The lowdown on the latest company results:

Animal Care

Ashmore

Asian Citrus

BAE Systems

Bank of Georgia

Barratt

Bovis

Bunzl

Capital Shopping

Carillion

Centrica

Clinigen

Craneware

CRH

Croda

CSR

Dechra

 

 

Devro

Dialight

Domino's Pizza

Elementis

Filtrona

Genus

GKN

Go-Ahead

Henderson

Hiscox

Informa

International Ferro Metals

ITV

Kerry

Kingspan

Lancashire

London Capital

Millennium & Copthorne

Molins

Mondi

New Britain Palm Oil

New World Resources

Pearson

Petra Diamonds

Petrofac

Premier Foods

Provident Financial

Redrow

RM

Robert Walters

RSA

Segro

Senior

Staffline

Synectics

Thorntons

Travis Perkins

Weir

Wilmington

XP Power

 

Sector focus: Have gold and silver peaked?

 

Directors' dealings: Two of the food companies, Premier Foods and Thorntons, produced reasonable sets of results this week and directors weren't slow to buy in, 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: Aussie's rally not likely to carry on.

Trading ideas: Chart-driven calls on BT, sterling/yen, Nasdaq & Imperial Tobacco.

The Trader: Ignore the Ides of March

The Trader, Dominic Picarda, publishes his outlook for ten major equity, currency and commodity markets on a daily basis. You can view his articles on his comment page, or sign up to The Trader's market outlook emails.