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In our weekend digest, we summarize the best pieces published from the working week. These can be read in full by clicking on the link over the name/ticker.

Editor’s Picks – commodities rally while tensions still hamper stocks

What next for commodities? – 04/03/22

With the ongoing tensions in Ukraine and sanctions being placed on Russia, commodities have been the hottest picks in the market. To summarise:

  • Wheat up 31% in 3 days
  • Oil up 17% in 3 days
  • Gold up 3% in 4 days and 9.5% since start of February
  • Aluminium up 13% in a week
  • Nickel up 16% in a week
  • Palladium up 22% in a week

Portfolio Review (February) – 24/02/22

Phil discusses the performance of the AP Fund from February, with a 3.8% gain seen during the month.

Stocks – a new month, but same concerns

Top Stocks For March – 01/03/22

The team picks their favourite ideas for the month, focusing mostly on oil and mining stocks including Shell and Devon Energy Corp. Robert also finds good value in LyondellBasell Industries.

CooTek Cayman (NYSE:CTK) – 02/03/22

The company is now looking to make its first step towards the Metaverse. The Chairman, Karl Zhang, said: “We have been further strengthening our exposure in the overseas mobile games and online literature markets based on our recently launched Metaverse and NFT plan. We developed and published 14 new mobile games in the third quarter of 2021 and currently have a pipeline of 15-20 games in the fourth quarter of 2021 with 2 key mobile casual games.”

Hargreaves Lansdown (LSE:HL) – 03/03/22

In the latest half year report (through to the end of 2021), the business did see revenue fall by 3%. However, it saw total assets under management grow by 17%. this means the pile that Hargreaves are sitting on stands at £141.2bn.  Part of this growing asset pool reflects the market share that the business has. By its own metrics, it has a 43.3% share of the retail market.

Data – fresh updates

Top Auto Stocks – Analyst Recommendations – 04/03/22

The analysis generally consists of in-depth fundamental evaluation of the company’s financial results, management team, industry, competitive forces, and technical factors. The stocks are then assigned a “BUY”, “HOLD”, “SELL” rating to indicate whether the stock is expected outperform, perform in-line, or underperform the market over the next 12 months. This is usually accompanied by a “Target Price”.

Today we are looking at the Top Global Auto stocks, but you can also see our weekly updates of analyst recommendations surveyed by Bloomberg for a wider list of US stocks in our Data section.

Top Short Interest Stocks – 01/03/22

Stocks with high Short Interest have been under the spotlight this year, ever since AMC Entertainment and GameStop started the meme stock frenzy. Short interest is the total number of shares of a particular stock that have been sold short by investors but have not yet been covered or closed out. See our explanation of “short squeeze”.

To find individual disclaimers on specific stocks, please read the specific article.
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