Join our community of smart investors

This week's articles: 3 May 2013

Find out which articles have been published on the website this week.
May 3, 2013

FEATURES:

Is it over for gold?

Why we don't think gold's recent plunge spells the end for the metal's long-term bull run. Mark Robinson reports.

Fewer gains, more tax

The UK's system of capital gains tax is a mess, but reviving the idea that gains should be sheltered from inflation could have perverse consequences. Philip Ryland explains.

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 construction crumbles

Profit warning from Greggs

Genel's potential grows

Are upgrades in store for BP?

Lloyds Banking Group is in recovery mode

'Bond bubble' inflates further

UBS makes progress

Green Dragon to spin off engineering unit

 

ECONOMIC OUTLOOK:

Unpredictable currencies: Chris Dillow says sterling's recent rise reminds us of the most important fact about exchange rates - that they are largely unpredictable.

Next week's economics: The UK economy is struggling, but not as badly as the eurozone's, next week's figures could show.

 

COMMENT:

■ Our columnists offer in-depth analysis and investment ideas:

The Editor: Bouncing back...slowly - There are tangible signs of recovery at British banks, but there's still a long way to go before they can be considered investable.

Simon Thompson: Our companies editor is back with some seasonal stock picking strategies, plus the following online exclusives:

- Small-cap stock picks: Our companies editor see significant upside in two more of his recent small-cap recommendations.

- Hot property: Our companies editor has been making healthy gains in the real estate sector and updates some of his property plays.

- Hot property: take two: Our companies editor reveals two more property companies with compelling investment cases.

- A golden nugget: Our companies editor sees significant share price upside in the shares of an online gaming company.

Chris Dillow: The power of May Day. Read more articles by Chris on his comment page.

Mr Bearbull: Regressing to Laurel and Hardy.

 

Chronic investor: In defence of bonuses - Banking has given bonuses a bad name, but in retail they can be a great way to drive growth

 

YOUR MONEY:

■ Financial planning, tax and investment wisdom:

Portfolio: Young investor has his sights on £1m portfolio.

Financial planning: 'Oblivious' middleearners face huge pension tax bills.

SmartMoney: Hargreaves must offer proof of 'impartial' Wealth 150.

 

SHARE TIPS OF THE WEEK:

This 188-year-old company is achieving impressive growth in a nontraditional area, leading to strongly rising fee income.

■ Margins are rising sharply at this hire company thanks to improving economic conditions in the US.

■ Forget all the false dawns and worries about whether this time it really is different for Japan; the potential for valuation gains along with a rerating or a takeover add up to a compelling investment case for this property company.

■ Tap into the enormous short-term upside at this fully funded explorer before the drilling results come in.

 

FUND TIP OF THE WEEK:

■ We like this small and nimble fund for its strong long term performance, attractive yield and experienced managers.

 

BROKER'S TIPS:

Eurasian Natural Resources Corporation

Michael Page International

 

SHARE TIP UPDATES:

Greene King

Invensys

Schroder Real Estate Investment Trust

Unilever

West African Minerals

 

FUNDS:

Fund news: Structured product investors "forced" into extra costs

Shares I love: The North Sea continues to be an exciting region for smaller operators such as Faroe Petroleum who are benefiting from new finds.

Interview: Helena Morrissey gives Katie Morley an insight into being a woman in the male-dominated world of investment.

The big theme: Will regulation boost investment trusts?

Top 100 funds: BlackRock Gold & General eyes long-term returns.

ETFs: Coutts spots opportunity in Brazilian equities.

 

SHARES:

Stock screen: Five cheap contrarian plays.

 

Sector focus: Managing equities becomes huge asset - includes video.

 

■ The lowdown on the latest company results:

Aberdeen Asset Management

Asos

Avon Rubber

Harvey Nash

Heritage Oil

Home Retail Group

Huntsworth

Imperial Tobacco

Next Fifteen

Randall & Quilter

Redefine International

Sierra Rutile

Spirit Pub Company

WANdisco

Whitbread

 

Directors' dealings: Notable transactions at Fairpoint, 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:

Coppock: what our unique set of market indicators is saying now.

The Trader: Chinese brush: The Trader tackles an awkward personal issue - and turns to reggae for a remedy.

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.