FEATURES:
It is one of the simplest trading strategies, and undoubtedly one of the most profitable. Simon Thompson reveals the 10 stocks in the S&P 500 you should buy now.
The Co-operative Bank has still not issued the details of its bail-in scheme. Small investors need to make a fuss, says Nick Louth.
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:
■ African security concerns grow.
■ Lord Browne backs Riverstone.
■ Quindell snaps up Nationwide Accident stake.
■ Pressure mounts to trade via nominee.
■ San Leon Energy bets big on Turkey.
ECONOMIC OUTLOOK:
■ Beware the curse of infrastructure: Julian Hofmann warns that infrastructure investment is not always the saviour of recovering economies.
■ Next week's economics: This week's economics should show whether manufacturers are bouncing back with new orders.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: No way out: Why investors shouldn't be celebrating Ben Bernanke's taper u-turn.
■ Simon Thompson: Blue sky territory: Our companies editor reviews a raft of his small-cap recommendations and has good news to report.
Simon has also written the following online exclusives:
- Trading Emissions bombshell: Our companies editor has been wrongfooted by news from one of the shares on his watchlist, but he is not bailing out.
- Waiting for pay dirt: Our companies editor sees scope for shares in a small-cap oil play to hit pay dirt later this year.
- IQE profit taking presents buying opportunity: Our companies editor sees little reason to change his positive stance on the shares of a supplier of advanced wafer products to the semiconductor industry.
- Banking on more cash returns: Our companies editor's focus on cash-rich asset-backed companies is paying hefty financial dividends again.
- Riding an earnings upgrade cycle: Contract wins, a record order book and earnings upgrades bode well for this small cap consultancy and software provider.
- Buying opportunity ahead of results: Simon Thompson recommends a small-cap housebuilder.
Read more articles by Simon Thompson on his comment page.
■ Property: Which housing bubble? Talk of a housing bubble contains a lot of hot air - but also some truths.
■ The Trader: Bad breadth: A key indicator of market health smells off, but I am keeping faith with the uptrend for now.
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:
■ Portfolio: A Sipp portfolio with principles to admire.
■ Financial planning: When are you too old for stocks and shares?
■ Smart Money: UK funds industry 'must try harder'.
SHARE TIPS OF THE WEEK:
■ This bank's shares have risen by 35 per cent since early July - but with a long list of challenges, and no clear government strategy towards reprivatisation, those gains could easily be lost.
■ For a low-risk way to ride the cyclical upturn in Britain's regional property while enjoying a secure yield, buy this retail landlord.
■ The residential care sector has been a poor investment over the past five years, with the exception of this company - its lowly rating and robust business model look increasingly attractive.
■ Fat dividend payouts are on the way from this specialist company. What's more, with the company's high-return portfolio now maturing, there could be plenty more big payouts to come.
FUND TIP OF THE WEEK:
■ Get cheap exposure to global developed markets with this unloved global investment trust.
SHARE TIP UPDATES:
■ ASOS
■ Exillon
■ Macau Property Opportunities Fund
BROKERS' TIPS:
STRATEGY:
■ Strategy: The case for quality income - Ideal as a long-term holding, Quality Income can also be bought for tactical investment purposes.
FUNDS:
■ Fund news: £33bn of investors' cash sitting in failing funds.
■ How Much? Jupiter Merlin Worldwide's performance has not been good over the past few years but it still levies high charges.
■ The big theme: Funds for a UK recovery.
■ Top 100 funds: Standard Life UK Smaller focuses on quality.
■ Top 100 funds: We answer your questions about TR Property, F&C and Henderson.
■ Interview: UK mid-cap fund manager Richard Watts is optimistic about the UK's recovering economy and particularly the prospects for housebuilders
SHARES:
■ Stock screen: Six cheap, contrarian, eurozone plays.
■ Sector focus: Defence firms in fight for growth.
■ Dividend of the week: The mega caps offering ultra-safe dividends.
■ The lowdown on the latest company results:
■ AG Barr
■ Anpario
■ Augean
■ Blur
■ Clinigen
■ Cupid
■ CVS
■ Globo
■ IQE
■ Netcall
■ S&U
■ Directors' dealings: Notable transactions at Sierra Rutile and Gulf Keystone Petroleum, 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.
