Join our community of smart investors

This week's articles: 23 August 2013

Find out which articles have been published on the website this week.
August 23, 2013

FEATURES:

Skin in the game

Mark Robinson looks at what happens when bosses stake their own money on their company's performance.

The speculating statesman

Bernard Baruch went from speculating on Wall Street to advising US presidents. And his investment aphorisms are still useful today, says Philip Ryland.

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:

Investors' passage from India.

Comet's return and House of Fraser IPO.

New deal for Hilton.

BHP looks to cut costs.

 

The Sirius binary bet.

Amec eyes up Kentz.

China to surpass US in crude imports.

Faroe eyes return to drilling.

 

ECONOMIC OUTLOOK:

Capital takes flight west: Julian Hofmann says the likely end of Fed bond buying has lifted the artificial constraints on global capital.

Next week's economics: A shortened week means a relatively quiet time for developed economies but most attention will be on turbulent emerging markets.

 

COMMENT:

Our columnists offer in-depth analysis and investment ideas:

The Editor: Gambling with your Isa - The end of restrictions on Aim shares in Isas brings a welcome levelling of the equity playing field, but risks encouraging rampant speculation.

Mr Bearbull: Not Russian roulette - BP's failed Russian adventure won't break its ability to pay dividends.

Simon Thompson: Happy anniversary - Our companies editor thinks this could be a memorable year for several of his stock picks. Simon has also written the following online exclusives:

- A golden nugget: Our companies editor sees potential in shares of an Aim-traded resource investment company to double in value with a near-term catalysts at hand.

- Odds on to hit the jackpot: Our companies editor thinks it's odds on that an online gaming company will deliver a bumper set of financial results in two weeks' time that will lead to a sharp share price re-rating.

- IQE's breakthrough technology: Our companies editor sees scope for shares in a wafer maker to rise in the run-up to results in mid-September, and with good reason.

 

Property Matters: Lessons of a tipster - All investors should look back at their stock-picking record, even if it does not yield easy conclusions.

The Trader: Trend changes: stocks have given sell signals and gold a buy, but these may be only short-term.

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. He is on annual leave this week.

Chronic Investor: Supermarket stretch - Is Tesco overstretching itself?

 

YOUR MONEY:

Financial planning, tax and investment wisdom:

Reader portfolio: This reader is building up a Sipp and wants some suggestions on how to increase its value.

Isas: What have investors been buying since Aim shares were allowed in Isas?

Holiday home tax tips: HMRC is targeting UK taxpayers who have sold second homes or holiday homes.

 

SHARE TIPS OF THE WEEK:

■ Pop this hugely profitable shopping centre owner in your basket and reap the juicy rewards in the shape of a near-5 per cent yield.

■ Business is strong for this lender, currently leaving it in a sweet spot: demand for its loans is rising sharply and the group is also successfully broadening its revenue stream.

■ The future looks glittering for this diamond producer, and the shares look to be on the verge of a major chart breakout ahead of a bumper set of financial results expected in September.

■ Prospects look good at this insurance giant, especially in the core underwriting business. It easily beat analysts' expectations at the half-year stage, and there's a fat dividend yield, too.

 

FUND TIP OF THE WEEK:

■ If you're bullish on the UK economy's prospects and prepared to take on risk, then this fund could be an interesting prospect.

 

SHARE TIP UPDATES:

Cairn Energy

Development Securities

Fastnet Oil & Gas

Surgical Innovations

Tethys Petroleum

 

BROKERS' TIPS:

Aberdeen Asset Management

Imperial Tobacco

 

FUNDS:

Fund news: ETCs get physical - Private investors with physical gold ETCs will be able to trade in their gold securities for real gold coins for the first time.

Shares I love: Profit on the value Canadian oil producer that's leading the way in new drilling technology.

Interview: Gervais Williams tells Leonora Walters why the risk-reward balance for some Aim companies is extraordinarily attractive.

ETFs: Market experts are optimistic on the prospects for European equities, but many advisers still favour an active manager.

Top 100 Funds update: Stick with M&G for recovery.

 

SHARES:

Sector focus: Live the high life with these luxury retailers - Luxury goods might be the preserve of the rich, but everyday investors can benefit from this growing market too.

 

Dividend of the week: A trading strategy for income seekers.

 

■ Results:

Amlin

AZ Electronics

Bank of Georgia

Bovis

Cineworld

Clarkson

CRH

Derwent London

Gem Diamonds

Glencore Xstrata

 

Hikma

Hochschild

James Fisher

John Menzies

John Wood Group

Kingspan

Ophir Energy

Persimmon

PPHE

Quindell

Rank

SIG

STV

TT Electronics

 

Directors' dealings: Notable transactions at Morgan Sindall and IG Group, 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.