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This week's articles 14 December 2018

All the articles published in this week's issue in one place
December 14, 2018

FEATURES

Light up your investing – Our guide to the market in 2019

Our special annual bumper edition in which IC writers and fund managers examine the prospects for key asset classes, stock markets and sectors in the coming year. And also the chance to win a case of champagne.

Private Investor’s Diary – Judge a company by its dividend

John Rosier explains why it’s worth paying close attention to dividend payment patterns

SEVEN DAYS

Our take on the biggest business stories of the past week

 

NEWS

Boku disappoints with dilutive acquisition

Tobacco shares hardest hit in 2018

Investors warn of climate crash

WPP reassures with ‘strategy for growth’

 

News Spotlight – Mining debutant aims to defy price pressure

Economic Outlook – The Christmas threat, Next week’s economics

 

COMMENT

The Editor – Fear and opportunity

Simon Thompson – PCF’s bullish outlook, Avation’s hidden value revealed, LEBC’s record profits to boost BP Marsh

Chris Dillow – Bond sell-offs, nice and nasty, What we have to fear

Mr Bearbull – The sweep of history

Phil Oakley – Low margins and high debts are a lethal mix

The Trader – For safety, buy bonds

 

MONEY

Portfolio Clinic – Use all the tax breaks available to you

 

TIPS

Doubling down on L&G

Buy Portmeirion for recovery

Developing value in Harworth

SolGold takeover looks likely

Get growth with less volatility via Troy Trojan Global Equity

 

Tips Updates

Domino’s Pizza

Huntsworth

Just Group

Interserve

RM

 

FUNDS

 

Schroder AsiaPacific boosts dividend

 

Big Theme – Look across the world for plentiful income opportunities

 

SHARES

 

Taking Stock - #Me Too and corporate governance

 

Stock Screen – Believe it or not – momentum is doing well

 

Sector Focus – Will buy to let undo specialist lenders?

 

Results

DS Smith

Mind Gym

Northgate

Marlowe

Versarien

CareTech

Impax Asset Management

Clipper Logistics

Photo-Me

Berkeley Group

Eco Animal Health

RWS

EasyHotel

Fulham Shore

Hollywood Bowl

MedicX

Ashtead

Oxford Biodynamics

Dixons Carphone

Superdry

Cohort

 

WEEK AHEAD

 

TAKEOVERS

 

DIRECTORS DEALINGS

Alpha FMC boss cashes in

Spouse of Hays chief sells