As regular readers of Stockopedia will know, we are big believers in learning from data and statistical techniques what investing strategies have worked when. This kind of "quant" thinking is ...

Last year I noted that blending a strategy designed to include cheap stocks with rising stocks could be the 'ultimate market strategy'. The evidence that Value & Momentum are excellent bedfellows is utterly ...

I'm sure that it can't have escaped most people's attention that the price of Bitcoin has absolutely soared in recent weeks. The price of the innovative, cryptographically secured, digital currency has ...

I've recently been thinking about my sources of investment ideas and how that's changed over time. Given I'm not a full-time investor time is a big constraint when it comes to finding good ideas given ...

Everywhere you go these days you hear yet another investor singing the virtues of investing in low cost index trackers. Frankly the sales pitch makes sense doesn't it? It's very easy to understand and ...

Anyone who has read our book "How to Make Money in Value Stocks" will be well primed in the idea that buying cheap stocks is a strategy that beats the market. This is hardly surprising. If you ...

Neil Woodford’s latest purchase of WM Morrison Supermarkets P L C (LON:MRW) makes him the company’s largest shareholder.  This move is in stark contrast to Woodford’s exit from Tesco (LON:TSCO) just over ...

Tips for managing a systematic portfolio This is the fifth and final article in our series looking at how you can build a systematic portfolio of shares by using the tools available at Stockopedia. In ...

How to give your portfolio the best chance of success Welcome to the fourth article in our series exploring how you can build a portfolio of shares by using the tools available at Stockopedia. So far we ...

Earlier this week, a very important article/study was reported on by Reuters, following on from the original press release from the University of Texas here. I have been sceptical that shale gas is the ...

This week RSA Insurance (LON:RSA) cut its dividend by more than 30%, and the reaction from Mr Market was instant and obvious – shares fell by around 14%, sending shock waves of disbelief out across the ...

How to turn your strategy into a portfolio This is the third article in our series exploring how you can build a systematic portfolio of shares by using the tools on Stockopedia. Previously we examined ...

Norcros (LON:NXR) issues a planned IMS (Interim Management Statement) covering the 18 week period to 3 Feb 2013 (which is the bulk of H2, since their year-end is 31 Mar 2013). They are the maker of Triton ...

How to create your ideal value investing strategy This is the second briefing note in a series that explores how you can build a portfolio of shares by using the tools available at Stockopedia. Previously ...

Getting started in the stockmarket Having taken the decision to invest directly in the stockmarket, investors face a plethora of tough questions about how to build and manage an investment portfolio. In ...

Sometimes it is the simplest phrase that captures everything in five words that some articles of a thousand words fail to do. A private client fund manager encapsulated the challenge that everyone in the ...

Since its debut in 1968, the Altman Z-Score has been followed religiously by analysts worldwide due to its ease of calculation and relative accuracy at predicting bankruptcies (72% in its initial test). ...

There's a number of parallels between the twin worlds of investment and gambling. It's no surprise that many hedge fund managers also enjoy playing poker (Like David Einhorn) and both Buffett and Munger ...

Some of those quality blue chips that occasionally offer themselves up at decent yields have been looking fully valued of late. With the FTSE closing at 6,154 last week, its highest level since May 2008, ...

In brief Many investors take an active interest in the buying and selling of shares by company directors. While insider share dealing is governed by very strict rules related to how and when trades can ...

Value investors may baulk at the idea, but William O'Neil, Wall St veteran and founder of Investors Business Daily, once compared running an investment portfolio to managing a fashion store - the best ...

For a few months now we have been exploring some of the theories and strategies behind momentum investing. For a concept that only started to receive rigorous academic testing in the 1990s, momentum has ...

Surely the simplest way to become rich in the stock market is to find the perfect young growth stock, fully invest, and ride it for 30 years. But a piece in the FT at the weekend caught my eye which illustrated ...

At first glance the business model of AIM-quoted airline and logistics company Dart (LON:DTG) looks uncomfortably exposed to the risks of flimsy margins and volatile fuel prices. Yet the Leeds based company ...

The Screen of Screens identifies stocks that are appearing most frequently across all the other long-only investing screens tracked on Stockopedia – be they value, bargain, growth, quality, income or momentum. ...

Cloud computing and datacentre specialist iomart (LON:IOM) produced a set of half year results that beat market expectations this week. For a company that has routinely delivered robust growth figures ...

Throughout the great rise of the fund management industry, funds have been categorised by agencies such as Morningstar as either having a ‘Growth’ or ‘Value’ bias or some blend in between.  Yet in just ...

With third quarter dividend payouts reaching their highest ever level, it is clear that income stocks are continuing to prove alluring to yield hungry investors. But while overall dividends grew for the ...

As part of a series looking at technical/momentum indicators, today we're going to look at MACD. Developed by Gerald Appel (publisher of Systems and Forecasts) in the late seventies, the rather grand-sounding ...

Stock pickers love ratios, but which is the most predictive ratio of all? Value investors often have a bias towards low PE ratios or high dividend yields, growth investors look for high EPS growth while ...

Twelve months ago we looked at the strong performance of a stock screening formula that seeks out the cheapest shares in the market and then highlights those that are in the best financial shape. The Piotroski ...

Earlier this year we reported on the impressive returns that were being produced from a stock screen that allows you to see which companies are attracting favourable upgrades from brokers. The Earnings ...

The first setFollowing my deciding to refresh my opinion on the stocks in my portfolio - I take a rather laissez faire approach to letting my decisions run wild  - I'm starting with the biggest four constituents, ...