FEATURES:
We've hunted out the UK's Dividend Aristocrats - companies that have raised their payments 25 years or more in a row.
■ Technology: unloved and undervalued
In the next few of his monthly columns, John Baron will be highlighting sectors that are both out of favour and present good opportunities for investors over the medium term. He starts with the technology sector, and adjusts both portfolios accordingly.
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:
■ Smiths Group fails another medical.
ECONOMIC OUTLOOK:
■ Stable inflation, unstable markets - Chris Dillow says you might have something to fear from the stock market's excessive reaction to inflation.
■ Next week's economics - The eurozone is finally pulling out of recession, next week's numbers are expected to show.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: In defence of debt - There is fundamentally nothing wrong with borrowing - for the companies we cover, debt is sometimes a more affordable way of financing a business than equity.
■ Mr Bearbull: BP's $10bn question: Can BP carry the burden of Deepwater Horizon and generate enough free cash for income investors to feel safe?
■ Simon Thompson: Secrets to successful stock picking: Our companies editor reveals some of the secrets to his success as a stock picker. Simon has also written the following online exclusives:
- Expecting seismic gains: Our companies editor has been blown away by results from a small-cap oil services company with some very smart technology.
- Broking for a successful recovery: Our companies editor is convinced that a small-cap stockbroker and wealth management company will deliver this year and advises buying the shares now.
- Taking profits: Our companies editor decides to take profits on one of his most successful share selections and reiterates his buy advice on another undervalued small-cap company.
- Get ready for take-off: Our companies editor sees 25 per cent potential upside in a small-cap share trading on eight times earnings and yielding over 5 per cent.
Read more articles by Simon Thompson on his comment page.
■ Chris Dillow: Momentum in assets: In recent years whole asset classes, and not just individual shares, have been prone to momentum effects. Read more articles by Chris Dillow on his comment page.
■ The Trader: Prophet of Dome - Stocks have had a mini-stutter but I am looking towards the next buying opportunity.
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.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Reader portfolio: How do I maximise income from my Isa?
■ Financial planning: How to cope with divorce after 60.
■ Commercial property owners wasting thousands in tax relief - Millions of commercial property owners are throwing away thousands of pounds in tax relief. Make sure you're not one of them.
■ Fund charges still not fully disclosed: Why is it so difficult for the industry to tell fund investors exactly what they are paying?
SHARE TIPS OF THE WEEK:
■ Online and mobile betting have revolutionised this bookie, but a maturing market and rising costs pose questions about sustainable long-term growth.
■ Shares in this estate agency group offer an underpriced play on the recovering mortgage market.
■ If you have room in your portfolio for a purely speculative oil and gas company, this one is aiming to unlock value from its assets within three years.
■ A far stronger second half is expected at this highyielding electrical equipment maker thanks to a stream of new product launches, and that can only lead to a bounce in the share price.
FUND TIP OF THE WEEK:
■ This emerging market focused investment trust's discount has recently widened so this might be a good opportunity for investors to access its strong long-term dividend growth.
SHARE TIP UPDATES:
■ Coach
■ EADS
STRATEGY:
■ Strategy: How to spot true defensives.
FUNDS:
■ Fund news: Investors pull out of bond funds in favour of equity funds.
■ In the doghouse: Neptune European Opportunities has had a difficult few years but its positioning in cyclical shares means performance might be about to turn up.
■ ETFs: Should you buy these popular ETFs?
■ The big theme: European income at attractive valuations.
■ Interview: The managers of the Acorn Income Fund talk about how their investment strategy has produced several years' worth of juicy returns.
SHARES:
■ Dividend of the week: Focusing on 15 per cent plus.
■ Results:
■ Aggreko
■ Alent
■ Dignity
■ Essentra
■ Esure
■ Ferrexpo
■ Fiberweb
■ Greggs
■ HSBC
■ Inchcape
■ Inmarsat
■ International Consolidated Airlines
■ Meggitt
■ Millennium & Copthorne Hotels
■ Novae
■ Rexam
■ Rotork
■ RPS
■ SDL
■ T Clarke
■ UBM
■ Vesuvius
■ Directors' dealings: Notable transactions at Carnival, 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.
