Stock Markets
Stock markets are not only the mechanism
through which serious investors buy and sell, they are also a focus for
many aspects of investment: who can ignore the processes of the
markets, market swings and the indices about those movements: nobody!
Come and find out the views of our members and how they use the markets.
Title:
Bull
or Bear - Our Autumn 2009 Survey
Description:
The results of a survey of members opinions of where markets are
headed.
Title:
Medium Term Share Selection This paper is
restricted to members only
Author: David
Hughan
Description:
The essential task of investment is to select between the myriad
of shares on offer. This article presents a detailed, quantitative
description of the author's share selection technique, and includes
statistics of how it has performed during recent periods of both rising
and falling markets.
Title:
Alternative Search Criteria for Resiliant Shares
This paper is
restricted to members only
Author: Harry
Ivey
Description:
This is one of a series of papers presented to the London
Central Group in recent months. Beginning with a thorough analysis of
the medium-term prospects
for the economy and for the financial markets, this paper goes on to
propose a strategy for selecting the most resiliant assets to hold.
Four sets of criteria are identified which are explored in more detail
in each of the following four papers. It
must
be
stressed that nothing in any of these papers must be construed
as a recommendation to acquire or dispose of any shares.
Title:
Selection Process for Shares with Forecast Dividend
Growth This paper is
restricted to members only
Author: Harry
Ivey
Description:
The first criteria used in the search for resiliant shares is to
look for "reasonably assured" dividend yields from "reasonably secure"
companies from amongst Listed Companies in the UK.
Title:
FTSE-350 Companies having Exposure to Overseas Markets
This paper is
restricted to members only
Author: Harry
Ivey
Description:
Working on the assumption that prospects for the UK appear
particularly poor in a global context, this paper considers whether
exposure to overseas markets via UK
listed companies, as oposed to direct investment in overseas companies
is a viable approach.
Title:
FTSE-350 Companies having Exposure to Emerging Markets
This paper is
restricted to members only
Author: Harry
Ivey
Description:
Considering overseas investment in more detail this paper
investigates the practicality of investment in emerging markets, and
the so-called frontier markets via UK
listed companies.
Title:
UK Equity Income Unit Trust Holdings This paper is
restricted to members only
Author: Harry
Ivey
Description:
This final note in the series considers how to secure an assured
stream of dividend income from UK shares, preferably rising but at
least not falling year-on-year, by “following-the-leaders” ie. by
copying the leading investment fund managers in the investment
business.
Title:
A
Comparison of Share Buy-Backs and Dividends
Author:
Paul Welton
Description:
Share buy-backs sound like a raw deal for investors - you get no
dividend, yet money goes out of the company. But a simple analysis
shows that there is theoretically no difference between a share
buy-back and payment of a dividend.
Title:
Beta
Description:
Is beta a useful statistic in predicting share price
performance? This article presents some anecdotal evidence both for and
against this proposition.
Title:
The
Ups and Downs
of Share Prices
Author:
Jim Shoesmith
Description:
Intra-day movements and movements over the very short term,
explained and illustration of their importance to all investors.