Opinion

Share Sleuth: Success forces some trading

The portfolio needs some rebalancing, having been bent out of shape by the roaring bull market.

Bull market cheerleading sounds like hot air - Brexit still a risk

The shambolic government and its Brexit negotiations as well as other economic indicators suggests Brexit worriers are right.

Share Sleuth: Be wary of excessive executive pay

When shareholders wave through share option remuneration packages, executives can cash in without doing the solid work needed.

Share Sleuth: Should investors avoid shares on the acquisition trail?

Growth through acquisition is always risky, and XP’s purchase of Comdel is no exception to that rule.

Inertia is the enemy of investors in actively managed funds

Despite valid criticisms, recommended fund lists serve an important function in a world where advice is no longer ‘free’.

The Colonel: is my cynicism of bank shares still justified?

After running into some PPI money, the Colonel decides where to invest it.

Share Sleuth: Why ‘doing nothing’ is sometimes the best course of action

One company in the Share Sleuth portfolio has performed unexpectedly well in recent months and one surprisingly badly.

Strong growth foundations are rebuilding BRIC allure

The smart money is piling into emerging markets on the back of attractive valuations and macroeconomic trends.

Acid reflux about to burn the market that ate itself

In US markets, high-octane tech stocks are masking the poor quality of earnings elsewhere.

Share Sleuth: disposals make room for Howdens

Richard Beddard outlines the reasoning behind his share sales that, in the absence of portfolio cash, funded his Howden's purchase.