Edition 32 22 June 09
The monkeys discuss the merits of investing in the mining equipment sector as well as in emerging markets like Indonesia.
Key themes
Hamworthy – Kent Exploration – iShares Dow Jones US Oil Equipment ETF – Noble Corp – Transocean – Lamprell – Hallin Marine – Investing in Indonesia
Edition 32 22 June 09
The monkeys discuss the merits of investing in the mining equipment sector as well as in emerging markets like Indonesia.
Key themes
Hamworthy – Kent Exploration – iShares Dow Jones US Oil Equipment ETF – Noble Corp – Transocean – Lamprell – Hallin Marine – Investing in Indonesia
Edition 31 8 June 09
Stephen and Paul discuss the merits of investing in water companies and nuclear energy.
Key themes
Northumbrian Water – Pennon Group – OFWAT price review – Nuclear Energy – Redhall
Edition 30 19 May 09
Paul puts his money on food & drink, David says you might catch the bottom with small-caps in the emerging markets, Stephen is away and returns next time.
Key themes
Monsanto – PotashCorp – Ishares MSCI
Edition 29 7 May 09
Paul invests in nuclear energy, David says short the FTSE 100, Stephen is away and returns next time.
Key themes
Redhall Group - James Fisher – FTSE 100 Short – Alastair Darling
Edition 28 17 April 09
This week’s investment topics include forestry, ancient coins and the leisure sector. Plus, are banking stocks now overpriced? Watch the show to find out more.
Key themes
Phaunos Timber Fund – Avarae Global Coins – Barclays – Greene King
Edition 27 6 April 09
On this week's investment menu: online market research, new energy venture capitalism, genuine market upturn or suckers rally?
Key themes
Brainjuicer - YouGov - Low Carbon Accelerator - Does Global Warming Exist? - Bear Market Rally
Edition 26 30 March 09
This week the monkeys discuss UK smaller companies, ETFs in China and Japan, and the impact of government intervention on world markets.
Key themes
Netcall - Claymore China Small Cap Index ETF - iShares MSCI Japan Small Cap ETF - government intervention and distorted markets.
Troy Rice – Novice Investor
Episode 4 20 March 09
Troy has been working out on the FT Money Gym.
Edition 25 7 March 09
The monkeys look for positive news in highly volatile markets. David thinks healthcare property is a safe bet and Stephen notes the recent success of British supermarket stocks.
Key themes
Primary Healthcare Properties – 12 year lows on Wall St – Morrisons Supermarkets.
Troy Rice – Novice Investor
Episode 3 2 March 09
Troy buys his first American stocks
Edition 24 23 February 09
This week we welcome a new presenter to 4WM, Vanessa Sterling. Vanessa holds her own portfolio and an MBA in Investment Banking, so is well equipped to challenge the monkeys’ picks. In this edition Paul looks at Natural Gas, David takes a punt on Russian commercial warehouses, and Stephen raises his concerns about economic stability in eastern Europe.
Key themes
BG Group – Petrobras – Raven Russia – Chris Dillow, Investors Chronicle – Credit Crisis in Eastern Europe.
Troy Rice – Novice Investor
Episode 2 17 February 09
Troy opens his Selftrade account and makes his first trade. Watch his video blog to find out what he's picked and how he's doing.
Edition 23 11 February 09
In this week's edition Paul explains why he thinks Dentsply's a winner. David looks to biotechs and Stephen urges caution on UK investments.
Key themes
Dentsply - Amphion - IP Group - UK Economy - Jim Rogers - Vodafone
Troy Rice – Novice Investor
Episode 1 2 February 09
Troy Rice is a new contributor to 4WM. Troy is intrigued by the stock markets and is convinced 2009 will be a great year to invest. This said, he hasn’t got much money and has never traded a share in his life. Troy wants to develop his trading knowledge and thinks the best way to learn is by making trades and building a portfolio. Every fortnight he will blog about his progress here at 4WM.co.uk.
Edition 22 24 January 09
In the first show of 2009 the monkeys look for bargains in the bombed-out US and Japanese markets. They also ponder whether government bonds might become more attractive to investors.
Key themes
Dell - Expedia - Starbucks - PowerShares Dynamic Japan Fund - Flight from cash - Bond Bubble?
Christmas Edition 19 December 08
In the final 4WM of the year the monkeys review some of their picks since the show started. They’ve taken some heavy losses in turbulent times, but have they beaten the market? The monkeys also look forward to 2009 – Paul thinks there’s money to be made in fire engine maintenance, Stephen looks at Investment Trusts, and David bets on market capitulation. Happy Christmas to one and all!
Key themes
Review of the year – AssetCo – Alliance Trust – Reverse ETF FTSE 100 Tracker
Edition 20 9 December 08
Paul wants to invest in Sports direct, his reason, "They probably won't go bust!" David takes a punt on covered warrants and Stephen looks toward emerging markets. Watch the show to find out more.
Key themes
Sports Direct - RBS R093 - Soc Gen SU 54 - BRIC Economies
Edition 19 22 November 2008
The monkeys play safe this week with Paul going long on Champagne and David buying into utilities. Stephen comes dressed to kill, and reveals the first of his new portfolios. Show portfolio »
Key themes
Vranken-Pommery – ETFS Dow Jones Stoxx 600 Utilities Fund – Assets Allocation by Region
Edition 18 7 November 2008
On today's show, Paul picks Weight Watchers as his US stock and tells us how much of his portfolio is held in cash. David plays safe with a money market ETF and shares his views on Obama's likely impact on the markets. Stephen returns in two weeks' time.
Challenge 1 1 November 2008
In the first Four Wise Monkey's challenge Ryan attempts to pick out the best investments for his new portfolio for bonds and banks. Every fortnight Ryan will be picking out investments to build up his portfolio.
Key themes
Barclays, bonds, ftse, all, share
Edition 17 25 October 2008
This week Stephen thinks the time might be right to get back into US stocks, David backs UK small business funds for the long term, and Ryan hopes a potential war in Iran makes Boeing worth a look. Puzzled? Watch the show to find out more.
Edition 16 11 October 2008
In this week's show the boys will be talking about what they're buying in the turbulent conditions of the current market. Notable on today's menu is BH Macro Ltd, SG 22 (Synthetic Zero) from Soc Gen and Stephen talks utilities, a safe port in a rather miserable storm.
Key themes
bh macro, sg 22, soc gen, société générale, utilities, ecofin investment trust
Edition 15 3 October 2008
In today's show the monkeys talk about some of their recent investments, including St Helen's Finance, Aviva, Greene King and Whitbread.
Key themes
Plus-Quoted - SHF, Aviva - AV.L, Green King - GNK.L, Whitbread - WTB.L, Paddy Power - PAP.L
Edition 14 26 September 2008
In this week's Four Wise Monkeys the big share to watch is BT with three of the Four Monkeys tipping it. Other stocks touched on include Kier Group and Abcam. Plenty to think about!
Key themes
Edition 13 19 September 2008
This week Paul tells us why he's investing in Barclays. David recommends bonds and Stephen tells us why now is the time for bonds.
Key themes
Barclays - BARC.L, iShares FTSE UK All Stocks Gilt ETF - IGLT.L
Edition 12 12 September 2008
This week Paul tells us which of the FTSE 100 companies he particularly hates. David plays safe with the Rothschilds and Stephen considers investing in Kuwait.
Key themes
Unite Group – UTG.L, Telecom Plus – TEP.L, FTSE 100 companies to avoid, RIT Capital Partners – RCP.L, Kuwait – LYXOR ETF
Edition 11 6 September 2008
In this week's show the monkeys energetically debate the merits of investing in discounted trusts, below-the-line marketing and healthcare recruitment.
Key themes
Next PLC - NXT.L short, Healthcare Locums - HLO.L, TMN Group PLC - TMN.L, Investment Trusts - ASAT, BAF, SCAM
Edition 10 29 August 2008
Shorting is a particular favourite of the monkeys in the current downward heading markets. Today we find out why shorting oil will make you a packet and how you can short the FTSE 100 in the safety of your ISA.
Key themes
Deustche Bank - DB, FTSE 100 Short - FTSE 100 SHT, MURGITROYD & COMPANY - MUR.L, K3 BUSINESS TECHNOLOGY - KBT.L
Edition 9 22 August 2008
In today's show the monkeys take a look at some of the most unusual investments out there. Automotive retailer Pendragon, Swedish online bookmaker Betting Promotion and holiday property developer Dolphin Capital Investors are among the shares ideas in today's podcast.
Key themes
Smith and Nephew - SN.L, Pendragon - PDG.L, Betting Promotion - BETT, Dolphin Capital Investors - DCI.L, Tesco - TSCO.L, Sainsbury - SBRY.L, SX63 Covered warrant
Edition 8 16 August 2008
Biotechnology is where the big bucks lie if you believe our monkeys today, as they recommend a whole range of investments in that area. From AXA Framlington Biotech through to Tepnel life sciences. Other ideas this week include Printing.com and why recruitment consultants Robert Walters are on the up.
Key themes
Robert Walters - RWA.L, Mears Group - MER.L, Printing.com - PDC.L, AXA Framlington Biotech, Biotech Growth Trust, International Biotechnology Trust, Tepnel Life Sciences - TED.L
Edition 7 8 August 2008
Interested in investing in green companies? Want to know what company offers great value and could make you huge profits in South Africa? And why is it a bad time to buy shares in the hugely successful online retailer ASOS? For all these questions answered and more watch today's episode.
Key themes
ASOS, PowerShares Cleantech, PZD, Blackstar Investors.PLC, BLCK.L, ASC.L
Edition 6 1 August 2008
In today’s show Robbie Burns tells us why he’ll be making money out of Elementis and Galliford Try. David takes a look at Indian town planners Hirco whilst Paul suggests Accsys. Want to know why these investments will make you rich, then watch the show.
Key themes
elementis, elm.l, galliford try, GFRD.L, Shell, RDSB.L, Hirco, HRCO.L, Accsys, AXS.L
Edition 5 25 July 2008
Every investor is having a tough time at the moment and with solid investments seemingly disappearing into thin air it’s becoming increasingly difficult to find a gem. Today our monkeys tell us why North African and the Middle Eastern funds are worth checking out. Amongst other things, why going short on Speedy Hire might be a shrewd move and why you can still make money in land in Britain.
Key themes
inland, jpm middle east eq, newstar heart of Africa, investec Africa and middle east, baring mena fund, education development international, edd.l, INL, AIM, SPEEDY HIRE, SDY.L, CHARTER, CHTR.L.
Edition 4 21 July 2008
Everything from beer to banks is discussed in today's show. Who are BTG and are they worth a punt? Why is Paul so excited about water pipes and maintenance company Spice? And is now finally the right time to spend a bit of cash on the big high street banks?
Key themes
btg, greene king, high street banks, spice, spi.l, gnk.l, btg.l, hbos.l, barc.l, rbs.l, bb.l, al.l, nrk.l
Edition 3 11 July 2008
The big question on every investor's lips is how to make money in the current bearish market. Today the monkeys take a look at Gold, energy in emerging markets and insurance firm Aviva. And to top it all off we found out from David and Paul how much money they've lost since the start of the year.
Key themes
Aviva, Dana Petroleum, PV Crystalox, covered warrant, ST41, petroleo brasileiro, tullow oil.
Edition 2 4 July 2008
Is it time to go short on clothes retailer next? Who are Park Group and why are they a good investment despite a desperately poor market? And what are they ways to make money in the Gold market? Find out all that and more in today's show.
Key themes
Optos, Next, Park Group, Gold ETFs, Covered Warrant, SH32.
Edition 1 30 June 2008
On the first show we find out why Robbie Burns is buying Telecom Plus and going short on property site rightmove. Why Paul thinks that shares in cruise company Carnival might be a good idea, why infrastructure is an asset class worth considering and why David thinks money can be made through Investec Preferential. If that’s not enough then in our Fund Corner section we sit down with Rob Davies, head of the Munro Fund who tells us why it’s the fund to turn to in turbulent markets.
