Analysis & Opinion

Investment Analysis

UK mid-cap managers cautious on housebuilders
Wed, 23rd April 2014 - 10:00

With one exception, fund managers canvassed on the outlook for UK housebuilders see shakier foundations for growth in the sector.

Edmond Jackson's Stockwatch: Can all three legs of JD Sports Fashion run togethe
Wed, 23rd April 2014 - 00:00

Optimism has seen JD's shares rise, despite varying performance within the group. It is one to watch in case its fashion turnaround succeeds.

"Enormous potential" for agriculture funds
Tue, 22nd April 2014 - 12:21

Agriculture is not a short-term story and the managers of these funds urge investors to bear in mind the powerful logic of the macro case for the food industry.

Edmond Jackson's Stockwatch: Are Begbies Traynor shares rated too cautiously?
Fri, 18th April 2014 - 00:00

Begbies Traynor shares are attractive as part of a diversified income share portfolio, with scope to surprise on the upside.

News Analysis

REM surges after lithium "breakthrough"
Wed, 23rd April 2014 - 14:59

Rare Earth Minerals' JV partner has confirmed battery grade lithium carbonate can be produced from the Sonora Lithium Project in Mexico.

Wed, 23rd April 2014 - 14:47

When it comes to forecasting company profits, the insurance sector can be tricky — though life insurance, at least, is not open to quite the same risks from natural disasters. But the whole sector has been through a tough patch, though there are some impressive forecasts out there now.

Just look at Aviva (LSE:AV) (NYSE: AV.US), which had a torrid time during the credit crunch and was forced to slash its dividend.

Wed, 23rd April 2014 - 14:44

A version of this article originally appeared on

WASHINGTON, DC — It’s no secret that Apple (NASDAQ: AAPL.US) is one of those battleground stocks where bulls and bears have dug in on both sides and are holding their ground. Many people have strong feelings about Apple’s products — either they love their iPhones and iPads, or they think Apple gadgets are dated and overpriced — and this usually determines whether they like Apple stock.

Wed, 23rd April 2014 - 14:27

So far this year, shareholders in Lloyds Banking Group (LSE:LLOY) (NYSE: LYG.US) have seen the value of their shares fall by around 6%, while City analysts have simultaneously increased their earnings forecasts for the bank.

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, 23rd April 2014 - 13:18

    I've halved the Share Sleuth portfolio's holding in Sprue Aegis, ejecting 686 shares at £1.96, the actual price quoted by a broker. The company's prospects are good, but I expect to put the money to better use.

  • Tue, 22nd April 2014 - 11:04

    Smoke alarm and carbon monoxide detector designer Sprue Aegis's results confirm the company is turning its technological advantage into competitive advantage.

Breaking Market News

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The FTSE fell with worries about China’s manufacturing prospects weighing on miners, financial stocks lower following BoE’s monetary policy committee minutes, and supermarkets being discounted....