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This week's articles 29 November 2019

All the articles published in this week's magazine in one place
November 28, 2019

FEATURES

 

The Private Paradox

Why companies are turning their backs on public markets and what shareholders can do about it

 

Super-cycle Profit Plays

Hedge funds are seeking winning calls on big investment trends. James Norrington scrutinizes their latest investor letters

 

Playing miners’ big gambles

An attack in Burkina Faso this month shows the risks of going off the beaten track in search of profitable deposits. Alex Hamer reports.

SEVEN DAYS

 

Our take on the biggest business stories of the past week

 

NEWS

 

Energy giants seek revenge overseas

Slowdown at Wagamama hits Restaurant Group

Rival Eddie Stobart proposal revealed as Wincanton withdraws

L&G leads peers in climate engagement

 

News Spotlight – LVMH buys Tiffany in record deal

Economic Outlook – Behind the jobs miracle, Next week’s economics

 

COMMENT

 

The Editor – Befriend the trend

Simon Thompson – Get on board for a highly profitable voyage, Bango gaining momentum, Bargain basement property play, A small-cap play on the general election

Chris Dillow – Companies’ dependency culture, The cost of inflation illusion

Mr Bearbull – Mouthing off

The Trader – Will negligible rates go negative?

Phil Oakley – Adding value

 

MONEY

 

Don’t discount annuities until you are clear on your situation

 

TIPS

Buy into Howden’s resilience

Avoid disruption to Trainline

Ten Entertainment striking gold

Kosmos highs indicate time to go

Diversify your income at a discount with JP Morgan Asian Investment Trust

 

Tips Updates

Centrica

CRH

SolGold

Intertek

Coats

 

FUNDS

 

MSCI holds back on further China inclusion

Shares I love – Moneysupermarket

IT Geek – Discounts aren’t always bargains

 

SHARES

 

Taking Stock – Making a meal of the casual dining sector

 

Stock Screen – The cheapest and hottest sectors for 2020

 

Sector Focus – Picking up stream

 

Results

 

Johnson Matthey

Dart

Mitie

Severn Trent

Helical

Royal Mail

Naked Wines

Countryside Properties

NewRiver Retail

CMC Markets

Investec

Euromoney Institutional Investor

Charles Stanley

Manolete Partners

Sirius Real Estate

Victoria

Polar Capital

Compass

Cranswick

Pennon

Treatt

De La Rue

Severfield

LondonMetric

Codemasters

Shaftesbury

IG Design

Pets at Home

Draper Esprit

Paragon Banking

GB

IMIMobile

Renew

UDG Healthcare

AB Dynamics

Greencore

Brickability

 

WEEK AHEAD

 

TAKEOVERS

 

DIRECTORS DEALINGS

 

Anexo chairman makes £1.7m sale

Derwent non-exec chairman sells £5m