Chart of the week: Cranswick still a sizzler Pullback at cash-generative pork producer offers opportunity
Stat of the week: Pawnbroker loses its shine Uncertainty reigns ahead of conclusion of debt negotiation talks
BP sitting on a liability Although last week’s ruling in the US court of appeal was a positive for BP there remains considerable uncertainty about the scale of its eventual liabilities from the Gulf of Mexico disaster. Until these are clarified an attractive valuation should be ignored, particularly given the risk of a dividend cut.
Rambler’s growing cashflow Despite a production hiccup, the junior’s financials are starting to look attractive
Fantastic four The mining supercycle is looking a bit soggy, emerging markets are emitting distress signals and confusion surrounds central banks’ monetary policy plans. In fast-moving financial markets, cherished concepts can quickly fall from favour and the secret to a successful portfolio is spotting the next big themes before anyone else does. The Shares team outlines four concepts which it believes will fire both investors’ imaginations and returns in the year ahead.
Broker bets on recovery Daniel Stewart boss uses dip following disappointing finals to buy more stock
Take alternative approach Poor long-term performance from quoted equities warrants a look at unquoted space
Whole new world of ETFs Increasing choice for investors looking to gain passive emerging markets exposure
The Ultimate Investment Guide: Part 5: Momentum vs Fundamentals Our fifth checklist considers one of the oldest debates going
