Analysis & Opinion

Investment Analysis

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Value opportunities in British Empire trust
Wed, 16th April 2014 - 16:02

Managed by John Pennink, the British Empire Securities and General Trust is enjoying a change in fortune and is outperforming its sector.

"Bulls in charge" of Killik's Growth Portfolio
Tue, 15th April 2014 - 15:18

Mick Gilligan at Killik & Co says he is quite happy with the portfolio's positioning at the moment but he thinks later this year he may become more cautious.

Shares to buy, hold and sell
Tue, 15th April 2014 - 10:27

Software company Proxama has huge potential for growth, says Marlborough Micro Cap fund manager Giles Hargreave.

Edmond Jackson's Stockwatch: Market will respond if Walker continues to prosper
Tue, 15th April 2014 - 00:00

Now could be a good time to lock in a share price for Walker Crips Group, from which the dividend yield can grow usefully as the pay-out builds.

News Analysis

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Fresnillo dips as gold production plummets
Wed, 16th April 2014 - 17:19

The drop in gold production has not impacted on Fresnillo's full-year silver and gold production targets, the company said.

Densitron reports losses after poor year
Wed, 16th April 2014 - 16:58

Densitron Technologies revenues from operating business fell to £20 million, as the group posed a total loss of £719,000 for the year.

Wed, 16th April 2014 - 16:12

When I think of banking and financial services company HSBC Holdings (LSE:HSBA) (NYSE: HSBC.US), two factors jump out at me as the firm’s greatest weaknesses and top the list of what makes the company less attractive as an investment proposition.

Wed, 16th April 2014 - 15:48

For all the travails of Barclays (LSE:BARC) (NYSE: BCS.US) in recent years - the scandals, the executive witch hunts, the questions over its capital raising in the midst of the financial crisis, and the super-generous pay at its misfiring investment bank - one part of the Barclays' story has remained untarnished and exciting. And that's Barclays Africa, the company's huge presence in arguably the world's last great frontier market.

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.

  • Wed, 16th April 2014 - 13:24

    A study says lay investors are sold quantitative strategies on the basis of random signals that happen to perform well in selective backtesting.

  • Wed, 16th April 2014 - 12:25

    I've added 872 ITE shares to the Share Sleuth portfolio at a fraction below £2.10, the actual price quoted by a broker. The trade was made in haste, but is not regretted.

Breaking Market News

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Updated: 3 hours 7 min ago

FTSE indices closed up, recouping some recent-session losses, with the broader retail sector prominent as financial stocks and miners also gained in what was generally chipper trade.

At 5...