FEATURES:
Christopher Boxall identifies investment opportunities from among the providers of key equipment and services to the fracking industry.
In his recent monthly columns, John Baron has suggested the technology and commercial property sectors are undervalued. Following his talk at last month's Investors Chronicle seminar, here he confirms why he is positive about emerging markets.
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, plus the key market statistics.
CHARTS OF THE WEEK:
■ Our selection of the most interesting charts published this week.
IC/COPPOCK INDICATORS:
■ Coppock gave just one buy signal in September.
NEWS:
■ Help to Buy accelerates housing recovery.
■ Royal Mail priced attractively.
■ Shipping rates surge, but China decides future.
■ Albemarle & Bond fails to secure backing.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: Growing pains - A reassessment of valuations of consumer goods companies with emerging market exposure could at last make them worth buying again.
■ Simon Thompson has written the following articles this week:
- Shrewd insider buying at a property play: Our companies editor notes some heavy director dealing in shares of a property company.
- Ringing the right tune: Our companies editor reviews two of his small cap share recommendations and sees ample upside potential in both.
- Simon Thompson's share recommendations: In response to a number of readers requests I have compiled a list of all 253 of the share recommendations I have made in the past 12 months between the end of September last year and now.
- An e-commerce winner: Our companies editor believes the forthcoming results from a well established book publisher are likely to make for a good read.
Read more articles by Simon Thompson on his comment page.
■ The Trader: Shutdown sideshow: The US budgetary stand-off will be forgotten quickly by investors – just like all the others.
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.
■ Chris Dillow: The case for doing nowt: Investors shouldn't switch into shares merely because it looks as though the economy is recovering. Also see:
- When "Mr Market" misleads: "Mr Market" can be a dangerously misleading metaphor.
Read more articles by Chris Dillow.
■ Mr Bearbull: Betting your job: The boss of bookmaker Ladbrokes has made a gamble that must not fail.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Portfolio: Civil servant weighs up retirement savings options.
■ Financial planning: The dusty old document that could double your pension.
■ Smart Money: Your workplace pension needs scrutiny.
SHARE TIPS OF THE WEEK:
■ Sit back, relax and enjoy this compelling recovery story as the company works its way through a cost-cutting and refinancing exercise, with the second wave of structural savings soon to be targeted and potentially upgrades on the way.
■ The game-changing, highly profitable technology developed by this company could revolutionise the market - and your portfolio.
■ This gaming company is no widows and orphans share, but it's become more diversified and is hugely cash generative.
■ The sickly yield and ongoing problems at this niche landlord haven't yet cut its share price down to size, so now's a good time to exit.
FUND TIP OF THE WEEK:
■ Frontier markets are high risk but they're the world's fastest-growing economies and they've been outperforming more mainstream emerging markets. This investment trust is a good value way in.
SHARE TIP UPDATES:
BROKERS' TIPS:
FUNDS:
■ Fund news: Sterling corporate bond fund sell-off continues.
■ Shares I love: David Gait, manager of Pacific Assets Trust, explains why he has invested in Chinese automative parts manufacturer Weifu High-Technology Group, despite his concerns on Chinese companies.
■ Top 100 funds: City of London targets insurers and consumer stocks.
■ Big theme: When it’s ok to pay.
■ Feature: Opportunities in emerging markets investment trusts.
SHARES:
■ Stock screen: Britannia rules the markets.
■ Sector focus: Buy into property's industrial revolution.
■ Dividend of the week: Fast-growing dividends.
■ The lowdown on the latest company results:
■ Motivcom
■ Rurelec
■ St Ives
■ Scisys
■ Trap Oil
■ Wolseley
■ Directors' dealings: Notable transactions at Restaurant Group and Schroders, 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.
