FEATURES:
Even tiny-scale self builders can make the same juicy margins as large listed housebuilders. Stephen Wilmot explains how.
John Baron has been focusing on undervalued sectors in his recent monthly columns. Technology, commercial property and emerging markets have been featured. Here he makes the case for commodities – particularly for those investors under weight the sector.
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.
CHARTS OF THE WEEK:
■ Our selection of the most interesting charts published this week.
IC/COPPOCK INDICATORS:
■ Surging higher: 'Seesaw' has been a much used word to describe the index's performance over the last month.
ECONOMIC OUTLOOK:
■ Deflation paradox: Deflation is supposed to be a solution to the euro crisis, and yet economists are worrying that it's happening, says Chris Dillow.
■ Next week's economics: Interest rates could stay low for a long time, the Bank of England is likely to say next week.
NEWS:
■ Experian dives on costly deal.
■ FirstGroup turnaround under way.
COMMENT:
Our columnists offer in-depth analysis and investment ideas:
■ The Editor: Three cheers for the little guy - Retail shareholders have never had it so good - and a pragmatic regulator is making life better still.
■ Mr Bearbull: The monthly message: The pattern of monthly returns tells us that the equanimity in London's stock market won’t last too much longer.
■ The Trader: Bullish developments - The near-term outlook for US stocks has brightened yet further, but longerterm forces are against it.
The Trader, Dominic Picarda, publishes his outlook for ten major equity, currency and commodity markets on a regular basis. You can view his articles on his comment page, or sign up to The Trader's market outlook emails.
■ Simon Thompson has written the following articles this week:
- Value plays: Our companies editor sees significant value in the shares of two small-cap companies on his watchlist.
- Cashed up for earnings upgrades: Simon Thompson likes the profit potential of a small cap providing the energy industry with marine seismic equipment.
- Cash-rich Trading Emissions undervalued: Our companies editor sees value in the shares of an Aim-traded carbon credit investment company.
- Get ready for some US price action: Simon Thompson sees scope for upside in shares of a film producer that's floating in New York.
- Buy the break-out: Our companies editor sees further potential upside from one his best performing tips this year.
■ Chris Dillow: The forgotten crisis - The eurozone crisis hasn't been solved so much as forgotten. Also see:
- A bond bubble? - Government bonds often over-react to short-term economic conditions, so low yields now don't mean threre aren't big longer-term dangers to investors.
Read more articles by Chris Dillow on his comment page.
YOUR MONEY:
Financial planning, tax and investment wisdom:
■ Portfolio: Eighty-one year-old invests for inheritance tax and care fees.
■ Financial planning: 'Rip-off pensions' attack fails to address performance issues.
■ Smart Money: Best flexible investments for children.
SHARE TIPS OF THE WEEK:
■ A concerted short-selling campaign by a group of retail investors has sent the share price of this mobile software group tumbling 25 per cent - presenting a decent buying opportunity.
■ Fruit and vegetables are good for us - and shares in this fruit and vegetable distributor, which offers a well covered dividend and has low debt to boot, could make your portfolio the picture of health too.
■ This construction to engineering services business has been a fantastic tip for us. And we still think there's considerable room for further gains - so we are back for second helpings.
■ This luxury fabric maker's fast-growing cash pile has been largely ignored, there looks to be considerable scope for further recovery in the US and the shares are enticingly cheap.
FUND TIP OF THE WEEK:
■ Now with a three-year track record of great performance behind it, there's an additional reason to invest in this high conviction concentrated portfolio.
SHARE TIP UPDATES:
■ RBS
BROKERS' TIPS:
■ Aggreko
■ Playtech
STRATEGY:
■ Strategy: The world's cheapest stock markets.
FUNDS:
■ Fund news: Star departures that could create ripples.
■ Big theme: What next for the Invesco investment trusts?
■ Interview: Tim Levett tells Leonora Walters how the Northern VCTs hunt down lucrative deals.
■ Top 100 funds: Nick Train predicts "golden age" for equities.
■ ETFs: Costs of tracking come down.
SHARES:
The lowdown on the latest company results:
■ Blinkx
■ BT
■ E2V
■ M&S
■ Redefine
■ Ryanair
■ Stock screen: Five of the world's best value shares.
■ Sector focus: Pharma fighting back.
■ Dividend of the week: Firm financial dividends.
■ Directors' dealings: Notable transactions at Alkane Energy, 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.
