The Motley Fool

Michael Baxter

Don’t fall for the buy gold narrative

The gold price has surged over the last few weeks. With many claiming we are set to see a return of inflation a belief... More »

Don’t be fooled by the recent stock market rally – more falls will follow. This is what I would do

Based on the recent stock market rally, I don’t think the markets have grasped the full meaning of the Covid-19 crisis. This is what... More »

I think this AIM-listed video games company could be a bargain

Shares in Codemasters, the AIM-listed video games company have fallen dramatically in recent weeks. There is a good reason for the fall but I... More »

Worried about the falling pound, I would look at these big exporters

The pound has fallen to its lowest level against the dollar in 35 years, but I think that we see investment opportunities emerge. More »

The markets still have further to fall, so prepare for the second wave

I still don’t think the reality of Covid-19 has sunk in with the markets. I think that the recovery, when it occurs, may be... More »

Looking beyond the headlines, I think Cineworld shares are at a bargain price 

Cineworld shares are so cheap they are either a bargain or the company is about to go bust. I think they are a bargain. More »

Why I think the oil price will recover but then crash forever

The oil price has plummeted. I think it will recover, may even soar eventually, before the oil market goes into permanent decline. More »

After a Bank of England rate cut and pro-infrastructure budget, here’s what I’d do

As the chancellor prepares his massive infrastructure investment, I think an extraordinary investment opportunity has been created in one specific sector. More »

This stock market crash is nothing like 2008, and I am throwing out most of the lessons 

Michael Baxter explains how the coronavirus-related stock market crisis is nothing like the 2008 crash, and how he will do things differently this time. More »

Are ITV shares so cheap they are irresistible?

ITV shares are down again, and Michael Baxter thinks they might possibly be a bargain. More »

Coronavirus slows in China: That’s why I’d buy a company like Burberry

Burberry has massive exposure to the Chinese market, but the spread of the coronavirus in China is slowing, that’s why I think its shares... More »

The COVID-19 crisis highlights a golden rule of investing 

It’s a golden rule of investing, and the spread of COVID-19 illustrates its importance, especially as I don’t think markets are close to bottom... More »

Rolls Royce shares hum with delight, but I think they can rise a lot higher

Rolls Royce shares have gone against the grain, surging while most stocks were falling sharply. Its latest results, covering 2019, delighted the markets, but... More »

Is now a good time to buy shares in easyJet, Ryanair, and TUI?

Shares in Ryanair, easyJet, and TUI have fallen sharply in recent days. Is now a good time to buy? More »

Rio Tinto profits jump, but its high dividend isn’t enough to tempt me

The latest results from international mining company Rio Tinto were impressive, and its dividends are attractive. However, I have concerns. More »

Hotel Chocolat withstands market turmoil. I think it can continue to bring comfort to investors

At times like these, it isn't easy to find shares that are going up, but this AIM-listed chocolatier and cocoa manufacturer continues to confound... More »

Croda shares take coronavirus knock, but the potential still impresses me

The US-China trade war hit Croda results, and markets fretted further about the impact that the coronavirus might have. Michael Baxter drills down and... More »

With the coronavirus and a Nouriel Roubini warning, is the stock market set to crash?

Coronavirus is spreading fast, and now Nouriel Roubini, the economist who predicted the 2008 crash, has warned of multiple threats to the global economy.... More »

Associated British Foods “ahead of last year,” but are the shares still attractive?

Associated British Foods (ABF) released its latest trading update. This is what I think about its share price. More »

This FTSE-listed construction company has just issued another set of impressive results, but I think things can get even better

Morgan Sindall, the FTSE All Share construction company, has issued another set of impressive results, but looking beyond its fundamentals and track record, I... More »