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Getting into shape, Bearbull's portfolio problems, mining goes electric & more

IC Daily email
December 28, 2017

It’s exciting looking for new investments, but don’t make the mistake of neglecting the ones you’ve already got – or, worse, falling in love with a losing share. There’s no point being a smart buyer if you don’t sell at the right time, so cast your eye over Robert Merrifield’s guide to the clues that tell you when it’s time to take decisive action. Read this week's cover story.

Mr Bearbull returned from a four-week study break to discover that the trouble at both Inmarsat and Empiric Student Property removed more than 3 per cent from the Bearbull Income Fund’s value. That's not catastrophic but is it time for a substantial rebuild? Click here to read the latest on his portfolio.

Be it a rebranding opportunity or major strategic pivot, electric vehicles are the new talking point for resources stocks, says Alex Newman. Click here to read News Spotlight.

As always, you can find all of this week's stories in one place here. And there is no podcast this week, but click here to listen back to all the shows from the past year, including our most listened to show – an interview with Nobel Prize winner and president of the American Economic Association Robert Shiller. You can also subscribe to our podcasts on iTunes.