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This week's articles 2 August 2019

All the articles published in this week's magazine in one place
August 1, 2019

FEATURES

Invest like a mega fund

What investors can learn from the world’s biggest funds

Size matters

Full-time trader and investor Michael Taylor explains the importance of position sizing

 

SEVEN DAYS

Our take on the biggest business stories of the past week

 

NEWS

Just Eat plans merger as delivery push dents margins

Sanne warns on margins

Cobham poised for £4bn takeover

Indivior’s legal battles look terminal

 

News Spotlight – LSE goes all in on data

Economic Outlook – The robots aren’t coming, Next week’s economics

 

COMMENT

The Editor – Currency clues

Simon Thompson – Playing the precious metals complex, DD’s, buybacks and an institutional placingBloomsbury’s tales make for a profitable read, Strix to sizzle to new high after stock overhang clears, Banking profits on a winning holding

Chris Dillow – No recession relief, Rally to continue

Mr Bearbull – The moral of Advent

The Trader – Sterling’s struggle is stock market strength

 

MONEY

The right tax procedures for overseas shares

 

Portfolio Clinic – Time for a later-life portfolio tidy up

 

TIPS

National Express motors ahead

Johnson Service cleans up

Don’t back Lookers in anger

 AFH Financial offers undervalued growth

Hit on high growth via AXA Framlington Global Technology

 

Tips updates

Aston Martin Lagonda

Centamin

Statpro

Breedon

Forterra

 

FUNDS

LF Woodford Equity Income to be suspended until December

Woodford Patient Capital Trust in talks with potential new managers

IC Top 100 Funds Update – Beating trade tensions via domestic growth

 

SHARES

Taking Stock – Translated into earnings

 

Stock Screen – Two decent and cheap small caps

 

Sector Focus – The dawn of 5G

 

Results

Anglo American

Beazley

Quartix

GoCo Group

Howden Joinery

Robert Walters

Capital & Counties

Lancashire

Primary Health Properties

Fuller, Smith & Turner

Burford Capital

Metro Bank

Tyman

Diageo

Unilever

Relx

NCC

AstraZeneca

Bodycote

Morgan Advanced Materials

Vesuvius

Inchcape

Rightmove

Hammerson

GlobalData

Keller

Elementis

Spectris

Aggreko

Centrica

Hutchison China Meditech

LSL Property Services

Greggs

Games Workshop

BP

Sabre Insurance

Jupiter Fund Management

Provident Financial

NWF

BAE Systems

Smurfit Kappa

Sports Direct

Restore

Serco

Ibstock

Taylor Wimpey

Dignity

Rentokil Initial

Lloyds Banking

Reckitt Benckiser

Hiscox

Fresnillo

Reach

Weir

Smith & Nephew

Pearson

Foxtons

TBC Bank

 

WEEK AHEAD

 

TAKEOVERS

 

DIRECTORS DEALINGS

 

Berkeley chair banks £37m

LondonMetric chairman cuts stake