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PORTFOLIOS:
John Baron's Investment Trust
Bearbull Income Portfolio
Private Investor's Diary
Simon Thompson's Bargain Shares
Expert Portfolios
Simon Thompson's Bargain Shares
July 06, 2021
Bargain shares: Tapping into high-growth technology stocks
A little known technology venture capital company has been making huge returns from investing in high-growth, internet-based companies.
Simon Thompson's Bargain Shares
July 05, 2021
Bargain shares: Exploiting information voids
Our small-cap stock picking expert highlights two under researched anomalously priced investment companies on his watch list.
Simon Thompson's Bargain Shares
July 02, 2021
Bargain shares: Built for a material recovery
A housebuilder and brownfield land developer is poised to produce a strong second half result buoyed by land and home sales, and the receipt of management fee income on projects it manages.
Simon Thompson's Bargain Shares
June 30, 2021
Bargain shares: record results and bumper upgrades
Our small-cap stock picking expert highlights a lowly-rated agricultural products supplier that has reported record profits and a robust trading outlook, prompting analysts to push through 15 per cent earnings upgrades for this year and next
Expert Portfolios
June 30, 2021
Battling emotions to profit in the long term
Building a portfolio involves choices that can lead to costly mental short-cuts
Simon Thompson's Bargain Shares
June 29, 2021
Bargain Shares: a trio of earnings upgrades
Our small-cap stock picking expert highlights another three companies on his watchlist that have upgraded profit guidance
Simon Thompson's Bargain Shares
June 28, 2021
Bargain shares: engineered for bumper gains
A little known UK engineering group has landed a multi-year nuclear decommissioning contract at Sellafield and is primed to win more tenders, too, a factor that is not reflected in the current valuation
Simon Thompson's Bargain Shares
June 25, 2021
Bargain shares: profit from a bid situation and a repeat buying opportunity
Another one of Simon Thompson’s Ben Graham inspired value plays has just received a bid approach and our small-cap stockpicking specialist highlights a repeat buying opportunity in another under-rated company on his watchlist
Expert Portfolios
June 18, 2021
Private Investor's Diary: Inflation concerns growing
John Rosier has an eye on inflation, but is staying fully invested for now.
Expert Portfolios
June 14, 2021
Investment trust portfolio: Refining value exposure
John Baron explains how the portfolios are balancing their exposure as sentiment shifts
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