Analysis & Opinion

Investment Analysis

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GAME can play the videogame cycle
Wed, 26th November 2014 - 12:14

It's not the first time GAME has taken the market by storm, yet two years ago it was bust. Will history repeat itself, or has the retailer learnt its lesson?

Ben Graham's checklist for hunting high quality value stocks
Wed, 26th November 2014 - 11:47

Stockopedia founder Ed Page Croft has uncovered the five biggest stocks that qualify for legendary value investor Ben Graham's Deep Value checklist.

Ignore micro-cap shares at your peril
Tue, 25th November 2014 - 10:22

Small companies are trading at a massive discount to their larger cousins, yet one analyst reckons AIM could become the best-performing market for years to come.

Fund to watch: Invesco Perpetual Tactical Bond
Tue, 25th November 2014 - 10:12

Veterans Paul Causer and Paul Read, co-managers of Invesco Perpetual Tactical Bond fund, believe there are better rewards in credit risk than interest risk.

News Analysis

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Wed, 26th November 2014 - 16:30

Today I am looking at three blue-chip stars ready to deliver smashing returns in 2015.

Banco Santander

In a bid to produce a healthier correlation between earnings and dividends, Banco Santander (LSE:BNC) (NYSE: SAN.US) has elected to rein in its previously ultra-generous -- and ultimately unsustainable -- payout policy from this year onwards.

Wed, 26th November 2014 - 16:04

UK water giants United Utilities (LSE:UU) and Severn Trent (LSE:SVT) have just published financial results for the first half of the year. There is an upbeat mood about both companies considering that they both posted positive results that are in line with their expectations. With these results, should investors consider these water service providers? I'd say yes. Here's why.

Wed, 26th November 2014 - 14:55

If you think investing in blue-chip shares is safe, think again.

According to Warren Buffett -- the world's richest investor -- there's something better. In his 1961 Buffett Partnership letter, Warren Buffet declared that his investments were more conservative than blue-chip shares.

Wed, 26th November 2014 - 14:43

Will Pfizer  launch another bid for AstraZeneca (LSE:AZN) (NYSE: AZN.US)?

The six-month cooling off period following Pfizer's previous offer ends today, 26 November, meaning that a new offer could come at any moment, if Pfizer is still interested.

Is an offer possible?

Recent changes to US tax rules aimed at preventing so-called tax inversion deals -- where companies use a takeover to move their tax domicile out of the US -- were thought to have caused the failure of the AbbVie-Shire deal last month.

Share Sleuth Blog

Share Sleuth

Share Sleuth is the online diary of value investor and companies editor Richard Beddard, including research notes, watchlist and a model portfolio.

  • Mon, 24th November 2014 - 10:52

    Animalcare is a good company at an attractive price. Two good reasons to add it to the portfolio.

  • Fri, 21st November 2014 - 11:45

    Falling turnover and profit at Fenner are a symptom of temporary weakness in coal prices and the global economy, but attempts to reduce carbon emissions may pose a permanent threat.

Breaking Market News

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Updated: 40 min 15 sec ago

FTSE indices closed down with falls in travel-related stocks finally outstripping gains among resources. A hefty fall in Thomas Cook Group's shares was the story of the day. Wall St was mixed...