Opinion

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.

June signified a great deal more than just the end of May

Both Labour and the Tories look set to curb personal tax reliefs, but signs of stress in global bond markets are a more immediate worry for investors, writes Andrew Pitts.

The Colonel: Why I am buying this ‘rubbish’ investment

The Colonel unearths a business that will never run out of raw material – or lose its ability to turn it into profits.

Share Sleuth: Howden Joinery is a ‘buy’, here’s why

Howden Joinery has won a place in the Share Sleuth portfolio. Richard Beddard reveals the secret of the firm’s success – and it’s not kitchen design.