FEATURES:
Value investing means being alert to the opportunities others have missed - here are the secrets that will keep you one step ahead of the pack, says John Ficenec.
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:
■ Have the best Japanese gains gone?
■ Chimerica moves in different directions.
■ Your awardwinning personal finance team.
ECONOMIC OUTLOOK:
■ Growth doubts: Chris Dillow says that, although economists have become more optimistic about the economy, there are still huge obstacles to growth.
■ Next week's economics: Next week could bring evidence that the eurozone's recession is moderating, but the UK and US are growing only slowly.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: Let Orb shine - Why we support the launch of a new lobby group to protect the LSE's nascent retail bond market from regulatory interference.
■ Simon Thompson: Deep value smallcap plays - Our companies editor's focus on value stocks has reaped big dividends over the past year and this week he offers advice on six of his recommendations.
■ Chris Dillow: Bonds' message - Low yields on lower-grade US corporate bonds are slightly bullish for UK equities. Read more articles by Chris on his comment page.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Portfolio: Am I holding too many Isa funds?
■ Financial planning: Retirees face lump sum dilemma.
SHARE TIPS OF THE WEEK:
■ An ambitious restructuring has put this airline on track to quadruple profits by 2015 and, although the share price has risen, we're confident it can climb still higher.
■ Demand for edible, and traceable, oil is rising, particularly from developing economies. Now that the perfect storm, which hit this producer's share price, has passed, it's a good time to buy.
■ Profit from a distressed and out-of-favour section of the property market which is showing early signs of returning to stability.
■ Ignore the negative market sentiment towards this miner and instead see the share price as a cheap entry point - all the evidence points to a rebound soon.
FUND TIP OF THE WEEK:
■ Here's a small and nimble outperforming fund for access to emerging markets. Charges are good value and it’s led by a wellresourced and experienced management team not at all fazed by not being in step with popular indices or topdown factors.
SHARE TIP UPDATES:
■ Hansteen
■ Parkmead
■ S&U
BROKERS' TIPS:
■ Bwin.Party Digital Entertainment
■ Intertek
FUNDS:
■ Fund news: Investors drawn to ETFs' low costs.
■ Shares I love: Aim-traded Indus Gas should profit from fracking for gas conventionally and in shale.
■ Top 100 funds: Acorn Income Fund in £10m share issue.
■ VCTs: Be a VCT early bird.
■ ETFs: Spot value in the ETF bargain bin.
SHARES:
■ Stock screen: Six big, reliable shares.
■ Sector focus: Boardroom blitz at FTSE 100 miners - includes video.
■ The lowdown on the latest company results:
■ Aveva
■ Booker
■ Halfords
■ Investec
■ PayPoint
■ Pennon
■ Qinetiq
■ Quintain
■ Scapa
■ SSE
■ Victrex
■ Volex
■ Directors' dealings: Notable transactions at Berendsen, 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 Brent crude oil, Dow Jones, sterling/US dollar and Gulf Keystone
■ The Trader: Exceptional times - The Trader wants to go long again, but wants more of a shake-out first.
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.
