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Ideas of the Week

February 24, 2022
NatWest returns from the wilderness
A once battered and discredited institution has spent 14 years rebuilding trust with investors and customers, and the fruits of that long slog are now ready to harvest
February 24, 2022
Transformation heralds sweeter future for Tate & Lyle
This food ingredients business is restructuring, with a major sale due to complete by the end of March
February 24, 2022
Do US asset managers offer good value?
US asset managers make up a good chunk of our model portfolio, but trying to work out whether they are really good value investments is all about measuring risk
February 24, 2022
Redrow directors back capital reallocation
Redrow directors show their confidence
February 24, 2022
Semiconductor boss chips in to grow stake
IQE president buys 拢1.5m-worth of shares
February 17, 2022
Kenmare on the road to riches
The titanium miner has more growth ahead following the mega-move that was finished early last year
February 17, 2022
Litigation funder boss buys more shares
Litigation Capital Management chairman buys the dip
February 15, 2022
Shell boss sells up big after profit hike
Post-results sale of 拢3.9mn in shares comes after the energy giant's share price has almost doubled in the past year
February 10, 2022
Amazon cloud cover looks fragile
Amazon's recent quarterly operating loss in North America is its first since 2015 and an ugly portent for 2022
February 10, 2022
Bloomsbury鈥檚 compelling narrative
The well-managed publishing house offers a good mix of value and growth

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