Opinion

Share Sleuth: Pension debt is a red flag for investors

March 21, 2018 - 5:02pm - Richard Beddard

Why I have decided against adding to the holding in building materials manufacturer Alumasc, despite its profitability.

Share Sleuth: I am selling some shares in my ‘forever holding’

February 16, 2018 - 12:50pm - Richard Beddard

Richard Beddard thinks customers of his favourite share may have gorged themselves and as a result profits could stall.

Will the last bear in the room please stand up?

January 31, 2018 - 11:27am - Andrew Pitts

Bitcoin frenzy has echoes of the dotcom boom and indicates that euphoria is spilling over from the stock markets.

Share Sleuth: Doubling up on higher profit

January 19, 2018 - 10:40am - Richard Beddard

Richard Beddard reports on his decision to buy more shares in defence technology company Cohort for the first time in five years.

Share Sleuth: Success forces some trading

December 18, 2017 - 5:40pm - Richard Beddard

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

December 7, 2017 - 5:19pm - Andrew Pitts

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

November 20, 2017 - 5:47pm - Richard Beddard

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?

October 27, 2017 - 9:00am - Richard Beddard

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

October 24, 2017 - 10:45am - Andrew Pitts

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?

October 5, 2017 - 2:00pm - The Colonel

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