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This week's articles 28 July 2017

All the articles published in this week's magazine in one place
July 27, 2017

FEATURES

Consumer healthcheck

Harriet Russell examines the available data to take the pulse of the consumer and work out how changing spending patterns will affect a range of retailers.

Does fortune favour the brave?

James Norrington finds out how his Best of 350 portfolio stands up to a risk analysis while Chris Dillow helps us to understand the best times to hold small caps.

Momentum marches on

Momentum investing still works as the recent strong performance of our no thought portfolios demonstrates. Chris Dillow reports

SEVEN DAYS

Our take on the biggest business stories of the past week

 

NEWS

Jimmy Choo shareholders handed easy exit strategy

Sage fully valued after weaker organic growth

Capacity concerns weigh on airlines

Tritax Big Box gets key site inside M25

Recovery in sight for Revolution Bars

News Spotlight – Payments sector ripe for M&A

Economic Outlook – Inflation to fall, Next week’s economics

 

COMMENT

The Editor – Get your teeth into strategy

Chris Dillow – When uncertainty doesn’t matter, When to buy small caps

Simon Thompson – Five small-cap plays

Mr Bearbull – Satellite of hope

The Trader – Major currencies

Property Matters – The NHS needs a dose of medicine

 

MONEY

FCA launches probe into DIY investment platforms

Pay your tax by the end of July or incur a fine

Portfolio Clinic – Building a solid financial base

 

TIPS

Buy Reckitt on the dip

Morgan Sindall focuses on quality

Cobham remains vulnerable

McColl’s Co-op stores purchase sets it up for future growth

Capture improving growth with Baring Europe Select

 

Tips Updates

Vodafone

TP Group

Empresaria

Safecharge

IQE

 

FUNDS

High yielding trusts lead asset growth among new launches

Big Theme – Avoid US equities at your peril

 

SHARES

Taking Stock – Are you listening carefully?

Stock Screens – Top contrarian plays

Sector Focus – A natural hedge?

 

Results

Unilever

Nichols

Moneysupermarket

Sports Direct

Arbuthnot

IP Group

Howden Joinery

Drax

Beazley

Capital & Counties

Acacia Mining

Ascential

Dialight

SThree

Segro

Microgen

Breedon

Provident Financial

Informa

Croda

Spectris

Victoria

Rathbone Brothers

Tyman

Virgin Money

Domino’s Pizza

Fevertree

PZ Cussons

GKN

Joules

Hammerson

Metro Bank

ITV

Draper Esprit

Robert Walters

 

WEEK AHEAD

TAKEOVERS

Andes Energia in major reverse takeover

DIRECTORS DEALINGS

Imperial’s non exec takes advantage of price

Micro Focus chairman buys in