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This week's articles 6 September 2019

All the articles published in this week's magazine in one place
September 5, 2019

FEATURES

 

Cash hoarders

Why frugal companies could be hitting your returns

 

John Baron’s investment trust portfolio – Time to profit from no-deal hysteria

John Baron suggests now is the time to overweight the cheapest market in the developed world – while stocks last

SEVEN DAYS

 

Our take on the biggest business stories of the past week

 

NEWS

Ferguson prepares to quit UK

RBS stung by PPI scramble

Micro Focus plummets on sales warning

Tullow lets Uganda deal lapse over tax

 

News Spotlight – Que pasa, Amigo?

Economic Outlook – The ineffective ECB, Next week’s economics

 

COMMENT

 

The Editor – Chinese wisdom

Simon Thompson – BigBlu’s accelerated growth strategy, MXC’s valuation gains worth exploiting, Sylvania’s compelling investment case

The Trader – Have we reached peak globalisation?

Chris Dillow – Doubting the September effect, Mutual misunderstandings

Mr Bearbull – Betting on the binge

Phil Oakley – Investing in a world of negative interest rates

 

TIPS

 

Energise with Johnson Matthey

Fresnillo’s shine dims

Urban living suits cheap St Modwen

Asos sends out an SOS

Tap into American growth with Hermes US SMID Equity

 

Tips Updates

Belvoir

Xaar

Anglo Pacific

De La Rue

Highland Gold Mining

 

FUNDS

 

Big Theme – Look to equity income for growth with less downside risk

 

SHARES

 

Taking Stock – Dismal rate outlook supports UK benchmark

 

Sector Focus – The future of fitness

 

Stock Screen – Three large cap quality stocks at the right price

 

Results

Hunting

Gym Group

Jadestone Energy

Headlam

Petrofac

Churchill China

Hays

Chesnara

Barratt Developments

Grafton

Emis

IQE

Johnson Service

Michelmersh

Gamma Communications

Mattioli Woods

Dalata Hotel

Restaurant Group

STV

Craneware

Oxford Biomedica

Dunelm

Just Group

Alpha FX

Somero Enterprises

Old Mutual

Clipper Logistics

Impact Healthcare

Dechra Pharmaceuticals

 

WEEK AHEAD

 

TAKEOVERS

 

DIRECTORS DEALINGS

 

CRH chief executive sells following record results

Marshalls chief’s wife sells £0.8m