Dave Brickell

Earlier last week, reputed investor Anthony Bolton was in the press discussing the relatively poor performance to date of Fidelity's China Special Situations, the publicly-listed fund he came out of retirement to launch. The fund's NAV is apparently down 21% since its April 2010 launch, slightly worse than the -18.5% for the MSCI China Index. Bolton has attributed the losses to market turbulence, the fund’s…

In Brief The Altman Z-score is a combination of five weighted business ratios that is used to estimate the likelihood of financial distress. If the credit crunch itself wasn’t lesson enough, respected fund manager Anthony Bolton has emphasised the importance of understanding credit risk when investing in equities: “When I analysed the stocks that have lost me the most money, about two-thirds of the time…

Q1 2011 WEB INVESTOR RELATIONS INNOVATION AWARDRegular readers of Stockopedia will know of our advocacy for the use of technology in order to address the problems of information asymmetry that exist in the capital markets. UK retail stock market investors get a very rough deal in terms of management and information access compared with their institutional cousins, and this disparity has - in our view…

North Sea explorer, Encore Oil (LON:EO.) was feted by fellow oil industry executives as the Small Cap of the Year at the annual Oil Council awards in London last Thursday. With more than 300 from across the industry present, the gala dinner was held to recognise the industry’s best performing companies and executives in 2010. Ross Campbell, CEO of The Oil Council, observed that, while…

Following the introduction of Regulation Fair Disclosure by the SEC in 2000, most of the recent empirical research on the impact of disclosure and dissemination on information asymmetry for investors and companies has come out of the United States. As…

Hear, hear, Mark! We think ShareSoc's a fantastic initiative and would encourage everyone to sign up and join them. It's free after all for Associate membership and registration is quick and easy, or it's less than £3 a month for Full membership, which is frankly very little in the scheme of things (the cost of a pint!), given all the good work they are doing…

Hi Isaac, you can see the full set of comparative data for those three companies on the Compare page itself (Toolbox -> Compare Stocks from the menu): http://www.stockopedia.co.uk/compare/ Other companies are locked out, though, as it's part of our data contract that we can only display the info to paying subscribers. What we can offer is "tasters" like this but we do also offer a…

  I am looking at the filters/screeners....they look pretty good. It is clear a lot of hard work has gone into it. IMO Stocko should look to write articles based on their screens for readers to understand how it all works & how much value it can add to ones investing. In reply to Isaac - thanks for checking out the screens. We've done a lot…

Hi Isaac, thanks for checking it out. I've replied in detail here.

Thanks EE. We're going to be putting all these "investing gurus" / academic theories to the test as part of the Stockopedia PRO data product, launching later this summer, so it will be interesting to see how they stack up. Our initial work in this space suggests some rather interesting results in certain cases, but it's very very early days. Watch this space!