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SIF Folio: Market momentum review + 3 new international stocks
NYQ:CCU by Roland Head 18th Jun '19 · 4 comments · 3248 reads · 18 votes
NYQ:CCU by Roland Head 18th Jun '19 · 4 comments · 3248 reads · 18 votes
"We’re seeing uncertain conditions for cyclical stocks in UK markets at the moment. Domestically, such problems are often being blamed on factors such as high housing prices (Help to Buy), Brexit and s…"
Small Cap Value Report (Wed 26 June 2019) - Discussion at IG, CRL, DPEU, RM2
LON:CRL by Graham Neary 26th Jun '19 · 20 comments · 7049 reads · 57 votes
LON:CRL by Graham Neary 26th Jun '19 · 20 comments · 7049 reads · 57 votes
"Good morning!
Huge thanks to Paul for covering for me yesterday, after I suffered severe travel delays.
Speaking of yesterday's report, Paul added a further six sections in the evening, so it's now an…"
SIF Folio: My UK fund lags the market in H1 + international update
NYQ:DFS by Roland Head 9th Jul '19 · 3 comments · 2784 reads · 19 votes
NYQ:DFS by Roland Head 9th Jul '19 · 3 comments · 2784 reads · 19 votes
"We’re now more than half way through 2019, so now seems a good time to take a look at the performance of my rules-based SIF fund over the first half of the year.
I think that the results so far this y…"
Stock in Focus: Severfield promises growth despite UK slowdown
LON:SFR by Roland Head 5th Nov '19 · 9 comments · 3016 reads · 26 votes
LON:SFR by Roland Head 5th Nov '19 · 9 comments · 3016 reads · 26 votes
"One of the joys of running my screen-based Stock in Focus fund over the last 3.5 years is that it’s (mostly) forced me to set aside my prejudices and macro views. I’ve repeatedly bought stocks which t…"
Finding tomorrow's big winners: 10 quality software companies
LON:CHRT by Jack Brumby 11th May '20 · 11 comments · 6057 reads · 43 votes
LON:CHRT by Jack Brumby 11th May '20 · 11 comments · 6057 reads · 43 votes
"In the short term the outlook for stocks (and pretty much everything else) depends on the evolution of COVID, and how governments, households and businesses respond to it. These are big unknowns. Act…"
Where in the UK has seen the best stock market performance during COVID-19?
LON:ORPH by Ben Hobson 26th Nov '20 · 4 comments · 1031 reads · 6 votes
LON:ORPH by Ben Hobson 26th Nov '20 · 4 comments · 1031 reads · 6 votes
"It goes without saying that 2020 has been a difficult year for everyone and the disruption caused by the COVID-19 pandemic looks set to continue into 2021. This is equally true for the business world…"
