SHARES
Included in this week’s issue:
• PLAYS OF THE WEEK 18.3% vs FTSE ALL-SHARE 1.5%
Top ideas, top performance, our intelligent, informed and independent research does it again! Our Plays of the Week portfolio is presently delivering one of our best performances in many years. While a rising stock market does provide a good starting point, we have beaten the time-equivalent returns from FTSE All-Share by a simply enormous amount. Dan Coatsworth gives you the full picture in our Plays Review.
• In the view a bad stock in a good sector will outperform a good one in a bad sector, it is always worth looking at what narratives may strike a chord with the market. In our Cover Story of the week, Russ Mould and the Shares team highlight six key themes for 2014 and assess which stocks fit with them on a bottom-up basis.
• Downgraded earnings estimates and an uncertain outlook for the price of crude mean the oil services sector does not look like a compelling value opportunity even after its significant underperformance of the broader market in 2013. A selective approach is necessary and investors need to be wary of companies which are chasing growth for its own sake. Tom Sieber focuses on this all important industry in this week’s Sector Report.
• Steven Frazer puts Chris Spencer, new CEO of the healthcare software developer, EMIS under the spotlight in this week’s Griller interview, who outlines his current focus for growth and his positive view of the company’s future.
Get the full picture on these stories and more in the current issue of Shares Magazine.
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Plus, in-depth reports and analysis on:
• Opinion – Levy is a lousy idea
• Agenda – Iomart adds buy to build
• Plays – Chew on Rathbone
• Diary – The week ahead
• Under the bonnet – Ophir is a rare find
• Cover Story – Six of the best
• Shares 4 Schools – Students study 2014’s prospects
• Director Deals – Bioquell looks far from sterile
• Plays Review – Top ideas, top performance
• The Big Debate – Harness a favourable wind
• What you are saying – Let us know your thoughts
• Forex – Pound to press higher
• Fixed-Income Focus – Bonds to reap tax benefits
• Educational Feature – Get the best of both worlds
• Funds – Power up your portfolio
• Sector Report – Oil services sector is in a hole
• Databank – The best and worst performers
• Griller – Lawman rides in at EMIS
• Small Caps – Kolar to shine on mine moves
• Mr Market – Be calm amid the crowd
• Chartist – This week: How to use the Darvas approach to conquer charts
• Commodities – KEFI to revive Nyota asset
• Investor Services Directory
• Index
Plus, much, more...
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If you need regularly updated, trusted market intelligence on STOCKS (Large, Mid and Small Cap), BONDS, FUNDS, FOREX, CFDs, ETFs and much more besides, then Shares Magazine is your best resource.
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