MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The dominance of a small number of American technology stocks has pushed just about every other market into the shade recently, and that’s particularly the case when it comes to anything related to Asia. Fears about China, its spluttering economy and rumblings over … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Indeed, with interest rates likely to fall as inflation undershoots the Bank of England’s 2pc target over the coming years, according to its own forecasts, share prices are set to be positively catalysed to a far greater extent than bond prices. In turn, an improving … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Thirdly, after widening significantly, the discount on Prosus shares is now finally narrowing, thanks in part to an intervention from the company’s management. Last summer, faced with that wide discount, the company announced a plan to start buying back its own shares, funded … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE While consumers may currently be postponing a change of vehicle or trading down to cheaper options as they seek to cut back on non-essential spending, they are likely to return to previous habits as pressure on discretionary income gradually alleviates. With the OECD … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE And with the company trading at a 12pc discount to net asset value, it offers good value for money on a long-term view. The company describes itself as a “quality growth” investor. In essence, this means it seeks to buy stocks that are set … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE It recently took delivery of the first of these aircraft, which offer a significant improvement in passenger comfort and fuel efficiency. This could help to strengthen customer loyalty in what is a highly competitive industry, while aiding margins. Growing profits also prompted a resumption … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE However, several years of lacklustre sales progress and an unpopular and unsuccessful £50bn bid in late 2021 for pharmaceutical giant GlaxoSmithKline’s consumer brands have led to pressure from Unilever’s investors. Last year, activist investor Nelson Peltz bought a stake in the company and … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The figure was a shock given analysts had forecast £371m in impairments for the quarter. Higher interest rates put more pressure on consumers and businesses and the consequences are still playing out. The prospect of a recession or slow economic growth means that Lloyds’ … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The company currently yields 5pc, which is 1.4 percentage points greater than the FTSE All-Share index’s yield, and has an excellent track record of dividend growth. In fact, it has raised dividends per share at an annualised rate of 6.9pc over the past … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE When interest rates were near-zero, this may not have been viewed as a deal-breaker. But with yields of 4pc plus commonplace across equity markets and among other mainstream assets, a global trust may reasonably be expected to offer greater income investing appeal. While … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE However, given the long-term capital growth potential of the FTSE 250, gearing is likely to increase the fund’s return, increasing the likelihood of future benchmark performance. While investors are completely uninterested in the FTSE 250 index, it offers a good place among large … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE This growing cosmetics manufacturer has the right ingredients to continue to deliver sparkle and shine. MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE As inflation continues to moderate in the US and the Eurozone, further rate hikes may prove to be somewhat limited. This could have a positive impact on the growth prospects of the global economy and thus ensure stronger business conditions for the company. … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The fund’s top holdings by value include Samsung Electronics, Tata Motors and JD.com. Because it plans to own 40 to 120 publicly traded companies, as well as a small number of private companies that currently account for about 5 percent of total assets, … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE A market capitalization of £386m represents a large discount to the stated book value or net asset value of £665m (or £545m if goodwill is excluded), while the absence of any significant debt should also help protect bad sides. It also means there … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE All investors must decide how much risk they are willing to take. Some investors may find that they cannot afford to lose even a penny. So stick to cash. Others, however, may be happy with the prospect of losing a large sum of … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Last month, the FTSE 250 member sold three properties for £49m, including one in Westminster and one in Maidenhead, at an average 7.5 per cent premium to their stated book value (rather than the staggering discount suggested by the share price). This was … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE According to rumors, it is rival Travelodge could be up for sale, with the owner, US hedge fund GoldenTree, looking to raise around £1.2bn for the deal. Each transaction could provide a useful valuation benchmark for Whitbread. It will also be interesting to … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE This pawnshop is worth a punt as we are already in profit and looks capable of further rewards. MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE While management won’t be short-sighted or stupid enough to do an asset buyback, numbers like these should help support the share price, while any ongoing trading improvement, strike or not, could help point to upside potential. During this time, investors can pocket a … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Again, none of this is a shock. However, the stock is still suffering as the statement came out on the same day as the the latest data on wage growth from the Office for National Statistics. They were much stronger than economists had … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Skeptics may wonder if the increase in sales per outlet per week will last, as UK mortgage approvals decline again, and the average UK house price of £286,532 (according to Halifax) is 8.5 times the average national salary of £33,384 (according to the … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE This means that it is currently trading at a 12% discount to NAV, even though the value of its portfolio is based on assumptions about the future rate of inflation, changes in interest rates, and many other inputs that are impossible to accurately … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The influence of Opec+ is not as large as investors may believe, given that the members of the oil-producing cartel and its allies such as Russia together control less than half of the world’s oil production. This may explain why oil traders are … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE A change in management can have a major impact on a company’s performance. For mutual funds, a new portfolio manager can introduce a very different investment approach and strategy that causes a significant movement in the share price. Indeed, Edinburgh Investment Trust changed … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Lower interest rates are likely to weigh on bond yields, and lower bond yields could increase the relative appeal of high dividends from stocks. National Grid remains the main income earner. Questor says: HOLD Designation: NG Closing share price: £10.62 Update: Polymetal This … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Indeed, their capital gain of 80 percent highlights the potential for high returns from the small-cap segment of the stock market. Given that the company has a solid balance sheet to help it weather an uncertain economic environment, as well as a sound … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE A forecast cut in completions to 1,650 to 1,850 homes in the current trading year from 2,000 in the last means profits will fall in the year to June 2023. Management has already approved a cut in the interim dividend to 5 pence … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Many investors will agree with the concept of shareholder primacy and that the efforts of a company’s management and staff should be directed towards creating maximum value for shareholders, who are the ultimate owners of the company. But there is definitely a bigger … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE As this column takes a long-term view and favors managers who are willing to deviate significantly from their benchmark composition, the fund’s limited number of holdings is not seen as a negative. Major holdings include high-end companies such as AstraZeneca, Unilever, GSK and … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE According to Questor, income investors may want to hold a diverse range of stocks that combine to meet their need for value yield today and inflation-beating dividend growth over the long term. One company that meets the latter requirement is Scottish American Investment … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE All in all, last week’s full-year results were met with an indifferent market response. Shares fell after Simon Carter, chief executive, revealed a bigger-than-expected fall in net asset value (NAV) per share to 588p. This was due to an increase in yields, which … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Two years ago, inflation was just over 2% and interest rates just 0.1%. Today they amount to 10.1 percent and 4.5 percent, respectively. However, any investors who correctly predicted in May 2021 that double-digit inflation and an extremely rapid pace of monetary tightening … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Year-to-date in 2023, Beazley posted a $104 million profit for a return on investment of plus 1.2 percent, compared to a $92 million loss and a return of minus 1.2 percent in the first three months of 2022. Finally, management seems confident in … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE They are up 66 per cent compared to a rather paltry 5 per cent increase for the FTSE 100. Further capital gains and stock market performance are ahead in our view for a number of reasons. After the fall, the company’s shares are … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE To get past all of this, it may be easiest to look at net income or after-tax income. In the first quarter, Shell reported a net profit of $8.7 billion, compared with $7.1 billion a year ago. This increase may seem unusual given … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Loan impairments, litigation and restructuring – items that have cost the bank £43bn since January 2013, compared with reported pre-tax income of £41bn in the same period – totaled just £274m as the bank kept a clean slate. Yes, bad loan expenses rose … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The energy storage technologies it invests in help power grids manage short-term spikes in supply and demand. This is likely to become increasingly important as relatively unreliable renewable energy sources such as wind farms and electric vehicles, which place greater demand on the … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Pre-tax profit for the year was down 39 per cent year-on-year (and even 7 per cent lower than in 2019 before Covid), thanks to increased claims and how inflation pushed up the cost of car repairs. Direct Line’s dividend cut and then the … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE A market capitalization of £153m looks low compared to consensus sales forecasts of £724m, even after adjusting for cash, debt and leases, while a share price of 160p would look tempting if earnings per share close to the previous peak in 2020 at … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE It is clear that its recent acquisitions have not yet reached their full potential. The bad mood in the industry caused a drop in commercial real estate prices, which contributed to a 3% drop in Urban Logistics’ net tangible assets per share in … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE While its dividend yield currently sits at a rather low 2.2 percent, shareholder payouts have grown by 5.2 percent per year over the past four years. A similar rate of growth is likely to beat inflation in the coming years as the full … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The FTSE 100 company’s earnings per share figure fell by 20 percent in the 2020 financial year and has yet to fully recover. This resulted in a disappointing share price In April 2020, Questor advised readers to avoid itwith its market value falling … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Of course, gold has proven to be an excellent holding in this column’s portfolio for wealth preservation. It has generated a return of 24 percent since its addition in April 2021. But now its projected returns are likely to be more limited due … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Details may change from bubble to bubble, but human behavior does not, and the order is consistent. The starting point for a bubble is a new investment opportunity that may be real, or even with a grain of truth large enough to be … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Bubbles can change, but their development remains fairly consistent – here’s how to spot the signs. MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Data published by the Bank of England last week showed 43,500 approved mortgage loans in Februaryfrom 39,600 in January to provide a glimmer of hope and support Bellway’s impression of the market. That doesn’t mean investors should get complacent. Mortgage approvals peaked at … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE This column first advised readers in February 2020 to buy Merchants, which focuses on UK-listed large-cap stocks. Even after the stock market crash caused by the pandemic and the current period of investor doom and gloom, the equity posted an 11% return from … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE British Land’s £6.6bn portfolio offers a wide range of exposure to UK properties, in retail parks, shopping centres, city warehouses and what management calls “campuses”, such as Canada Water and Broadgate in London, where they combine offices, shops and leisure time. New developments … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Instead, investors are either avoiding the banking sector entirely or, if they retain exposure, do so through megabanks, not challengers, and seek broad-based banking (retail and commercial) rather than exposure to specific niches, however carefully managed and profitable they may be. Investment banking … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE As well as their focus on investing in unlisted and Aim-listed smaller companies lacking the geographic diversification or balance sheet strength of larger firms, VCTs may be relatively illiquid. They also tend to pay “flat” dividends because their payouts are at least partially … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE According to reports economist John Maynard Keynes, “in the long run we are all dead”. Indeed, investors do not have an infinite amount of time to build wealth before retirement, and ultimately death inevitably occurs. This means that their investment portfolio must deliver … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Finally, shares are only back to where they were in January, as are the other big FTSE 100 banks, apart from Barclays, which is hiding at levels last seen in November. This is not to say that shareholders can be complacent, particularly in … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE clear, dividend growth that exceeds inflation it is never guaranteed. While the current downturn is unlikely to last forever, estimating when a recovery will occur that will fuel higher profits and rising shareholder payouts is not an exact science. In addition, the fund’s … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE He may not be sprinting ahead, but Smith & Nephew is still in the race – so don’t write him off. MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Over the past decade, its 14.8% annualized return is 2.7 percentage points higher than the 12.1% compounded return produced by its benchmark index, the Russell 2000 Index. The fund’s outlook is closely tied to the outlook for the US economy because smaller companies … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Weakness in gas may be one of the reasons analysts see Shell’s earnings falling in 2023 and 2024. However, the natural tendency of this column is to challenge the consensus, and while the recession, the short-term tendency to curb energy consumption and the … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE In fact, about 92 percent of new cars are purchased through financing each year. With the cost of borrowing rising rapidly and replacing an existing car being generally considered by most consumers to be a discretionary purchase rather than an essential purchase, it … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE With a gearing of 8 per cent, its share price is likely to be more volatile than the FTSE 250 in the short-term. But for long-term investors, gearing increases positive returns in a stock market that is likely to rise and recover to … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Shares in Close Brothers fell immediately, despite management taking legal action against one associated insurer and assurances that £90m would draw a line under the sorry affair. Clearly, there is a risk here of more fundamental problems at Novitas, damaging financial performance and … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The company’s fourth-quarter production update released earlier this month showed it hit revised full-year guidance to produce 646,200 tonnes of copper for the year. It expects to produce between 670,000 and 710,000 tonnes this year, with net cash costs per pound expected to … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE We had better luck with Impax Asset Management, whose shares have gained 36 percent since our tip. Boxall says: “It recently updated the market on the amount of money it manages, which rose 6.4 per cent to £37bn in the first half of … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE “LTE was very keen to work with SDI because of the reputation it had as a customer after acquiring other companies. It doesn’t break their hearts—no mass layoffs, no accountants coming in to cut costs. The companies it buys can continue as before, … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The first is the H&T pawn shop. Shares have already gained almost 40 percent since our first advice in August 2019, with dividends on top and shares worth £199m still ticking many of the right boxes: a strong competitive position as a leader … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE In addition, more than half of its revenue comes from Ireland, the Netherlands and Finland, while the £2.1 billion company appears to be able to absorb price increases due to its strong competitive position. After the stock rallied and then fell, we don’t … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE We cannot predict whether it will come true or not. Just as a case can be made for a worsening of retail business conditions, so too can a case for a more optimistic outlook. For example, energy prices have already fallen, rising interest … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Gold is down slightly from its peak in late November, when our 2036 index-linked issue reached GBP 107.23; the price is now £98.38 (these are “pure” prices which exclude the inflationary element and are therefore a cleaner indicator of investor sentiment towards bonds). … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE If all goes according to plan, shareholders could do business. If New Luika has a repeat of its 2021 woes, or if Singida is delayed, or both, shares could suffer, so the risks are clear even before potential gold price volatility is factored … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE There are no shortcuts to investment success. While some investors may try to time the stock market by trading stocks short-term, it ultimately takes a long holding period for compounding to work its magic. It is clear that a long-term investment approach is … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Although the company’s performance has improved significantly in the first half of fiscal 2022, the offer still represents a premium to its intrinsic value in terms of this column. With the stock currently trading at 398p, Questor sees little benefit in waiting for … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The wealth preservation fund is poised for big falls. MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Few companies have successfully avoided the major global challenges of recent years. Issues such as Covid, extreme inflation and skyrocketing interest rates have caused significant problems for a whole range of businesses in various sectors. While it may seem like there is a … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Few investors will look back fondly on 2022. Two-thirds of the FTSE 350 saw their share price fall by at least 10%, with only 48 gaining 10% or more. However, this column believes it has negotiated this environment relatively well, helped by its … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE This year has been the most important for investors since the global financial crisis. The long period in which ultra-loose monetary policy became the norm and rampant inflation was seen in some quarters as the problem of yesteryear has ended. Now investors are … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE For fund managers, aim to diversify investment styles. One told Questor this year: “You can have a good manager in the right style for the circumstances, a good manager in the wrong style, a bad manager in the right style or a bad … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The stock rallied last month takeover speculation; providers as diverse as Apple, Amazon and David Beckham have been suggested. Greencoat UK Wind has gained 9.5 per cent since our tip, mainly due to rising energy prices, while shares in Vestas Wind Systems have … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Central banks broke 355 interest rates in 2022 and made just 15 cuts, according to cbrates.com. Global stock and bond markets have slumped and investors are praying that central bankers will reverse course in 2023 and start lowering the cost of money. This … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Once we understand this connection, we can see how important the economic background becomes to investors and why we ignore it at our peril, even if in an ideal world we would like to have “all-weather” investments that will perform for us no … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Odyssean is a very different beast: it invests in “special situations” among smaller UK companies. Thanks in part to the holding company’s ability to attract bids, its shares have gained 5.4 percent since we tipped them in June. Two infrastructure funds that have … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE A Christmas tradition now almost as old as pies and reindeer jumpers, it’s time for an annual review of how well our tips are doing. We have to admit right away that the year was a disappointment. The 36 stocks that were announced … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The company’s interim results also highlighted the improvement in its financial position. Net debt fell 11 percent in the first half of the year as high commodity prices boosted the company’s cash flow. That means Glencore now has a net debt-to-equity ratio of … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE A greater focus on energy security and net-zero ambitions mean Yellow Cake’s financial future is bright as demand for uranium rises. And since aluminum is widely used in renewable energy infrastructure, our exchange-traded commodity (ETC) position in WisdomTree Aluminum could generate positive returns … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE First, this trust focuses on selecting high-quality growth companies. Montanaro defines high quality as those companies with superior forecasted earnings growth, supported by higher margins and return on capital, occupying strong niche positions, giving them pricing power and the ability to bear higher … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Additionally, its successful transition to a subscription-based offering means that 95 percent of its revenue is recurring rather than one-off. This provides relative stability during a period of economic uncertainty that could prove highly desirable for today’s cautious investors. With annual recurring revenue … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The share price never recovered. It only still takes a fifth of sales from individual annuities, and as interest rates and bond yields rise, some individuals may once again seek the relative certainty that swapping a defined contribution pension fund for cash could … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Its financial performance should also be affected by the seemingly insatiable demand for greater efficiency in a world of scarce resources. In addition, rising labor costs are likely to accelerate demand for its products as automation becomes more widespread in a wider range … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Disappointingly, rising input costs were only partially offset by higher prices, the effect of which was magnified by time lags. This meant that gross margins fell by eight percentage points to 42 percent. It is important, however, that margins improved at the beginning … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE “When Aberforth’s portfolio valuations were so low, the subsequent five-year annualized returns were in the 20 to 25 per cent range,” he says. As we enter difficult economic times, there is also much to be said for the strength of the balance sheets … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Both deals expanded IG Design’s geographic reach, customer base and product range, but brought debt, increased reliance on seasonal business around Thanksgiving and Christmas, and exposure to retail giants like Wal-Mart. While such sales relationships can be very beneficial, they can also present … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Long-term investors sometimes forget the huge advantage they have over their less patient counterparts. While short-term investors are obsessed how high interest rates will rise In the coming months and worries about whether inflation has peaked, patient investors can simply buy high quality … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Over the years, this column has suggested quite a number real estate investment trusts or Reits. Until recently, the world was very kind to these funds: they could borrow for next to nothing and invest that money, along with shareholders’ money, in real … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Its debt-to-equity ratio currently stands at about 23 percent, and its policy of ensuring that half of all loans are fixed-rate is likely to prove beneficial in the current period of rising interest rates. Its average cost of debt is 4 percent, while … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The company’s half-year results showed that reduced-risk products such as heated tobacco continued to grow rapidly and were likely to become an increasingly important part of its business. Furthermore, its pricing power, which derives from the relatively inelastic nature of demand for cigarettes, … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Unilever has the financial wherewithal to make further changes to its portfolio – particularly through acquisitions while asset prices are low – thanks to its strong balance sheet. Its net debt-to-equity ratio of 125 percent is favorable for the company’s size and diversity. … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Financial position of the company it also offers room for growth through acquisitions. It has already completed two major acquisitions this year and said in its half-year results that more could be on the horizon. Its balance sheet could cope with significantly higher … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Since we first tipped the stock in March 2017, it has gained 71 percent; since being added to our IHT portfolio in January 2018 it has grown by 20%. It now trades at around 25 times forecast earnings. While this is high compared … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Investing in stocks is rarely smooth or stress-free. It is full of periods of disappointment and doubt that can drive less experienced investors to give up. However, according to Questor, it is imperative to stay with high-quality investments that offer great potential for … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Profit forecasts for Barratt, Bellway, Persimmon and Taylor Wimpey fell by between a quarter and a third in the past month; in the case of Bellway, analysts are now forecasting profit in the financial year to July 2025 to be lower than in … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Many stocks look like a bargain, but this one is unreasonably cheap. MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE As income funds, property and infrastructure funds have been seen as obvious “bond brokers” and therefore suffered a similar fate, although in this column’s view, tarring these investments with the same brush overlooks the fact that bonds are true “fixed income” assets, while … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Either biotech growth or international biotech is, in this column’s opinion, a good way to address one of the big growth themes of the coming decades: the quest to cure more diseases. We still prefer these two funds to BB Biotech, the Swiss … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE It takes some of the risk out of the first step by working on some games with third-party developers, an approach described by Panmure Gordon, the broker, as “try before you buy,” while others are developed in-house. By “nurturing” it means that it … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Such a low valuation and low yield may be the market’s way of politely saying that it thinks earnings forecasts are optimistic and that the result will be lower than expected, even though analysts are already predicting a 13% decline in earnings per … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE For example, its valve technology is used in fertilizer spraying systems to improve crop yields in an era of rapid population growth. Similarly, its valves are used to reduce vehicle emissions as increasingly stringent environmental regulations come into force. It is also investing … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The markets were in turmoil last time inform readers about the performance of our Wealth Preserver portfolio three weeks ago. Now that some calm has returned, let’s see how things look. The investments at the center of this storm triggered by Kwasi Kwarteng’s … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The company’s strong competitive position also means that it is confident that it will pass on higher input costs to customers today. high inflation environment. It expects to expand margins in the future, which is likely to become more rare in the FTSE … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Other factors could be at work as the company continues to face legislative and political pressures at home, with the threat of unexpected taxes or even the nationalization of certain assets lurking in the background, as well as the global energy crisis. It … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Weir’s competitive advantage over its rivals needs to be maintained and even expanded with increasing R&D spending. It grew from 1.3 percent of revenue in 2020 to 2 percent of sales in the first half of the current year and allows the company … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE According to Questor, these changes leave a more focused company operating in areas where it enjoys both a competitive advantage and the potential to exploit long-term growth as the world moves to net zero. Although the decision to sell the battery materials division … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Moneysupermarket’s first-half profits, reported in July, easily beat analysts’ expectations and Duffy, after commenting on the third quarter, felt able to steer their forecasts towards the top of the consensus range. Further upgrades cannot be ruled out, as the longer the cost of … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Buying stocks today may seem very risky. After all, the economic outlook is extremely uncertain. Rampant inflationrapidly rising interest rates, political instability and extremely weak consumer confidence are just some of the threats that could cause stock prices to fall further in the … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Legal & General has fallen on hard times since then Kwasi Kwarteng’s disastrous mini-budget: its shares have lost about a tenth of their value in those four weeks, compared with (for example) 5.6 per cent for Direct Line, the more challenging insurer, and … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Given its wide range of activities and the highly fragmented nature of the industries in which it operates, there could be many opportunities for acquisition as the growth rate of the world economy is declining. At the same time, the expected almost 50% … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Hindsight is a wonderful thing. When we looked at property company Derwent London in this column about two and a half years ago, we were about 75 per cent profit on paper as the shares traded at almost £42 a share compared to … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Instinct is an investor’s greatest enemy. It encourages short-termism, which can lead to large losses when markets crash, as an investor’s instinctive reaction to rising stock prices is to buy more stocks. Similarly, it creates huge “opportunity costs” because investors instinctively avoid buying … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Interest is paid on or around 23 May and November each year, so during our tenure we were entitled to two payments, one in November last year and one in May this year (our tip last May came five days after the interest … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE This fund has three things investors need right now – and it’s affordable. MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE For the first of our stock tips on Wednesday from severe slide in the pound ours “Questor in America” we format a less rigid proposal, we recommend a London-listed stock that nevertheless has a strong presence overseas and the status of, in the … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Such increases support revenues and profits, which in turn support cash flow. This cash flow not only funds the annual dividend payment of £1.3bn, but also a newly launched £1bn share buyback program which will run until the end of September next year. … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE For example, bookings for this year’s summer program were 91% of 2019 levels, and bookings for winter 2022-23 are expected to be at similar levels to pre-Covid levels. It also managed to increase the average price of its holidays by 18 percent, helping … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Worst of all, the expected loss means Pressure Technologies is breaking covenants and talking to its bank. This column would expect a solution to be found and the debt to be refinanced, but it’s time to move on and admit that we’ve made … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE In addition, AstraZeneca’s strong presence in emerging markets, which account for 28 percent of its revenue, puts it in a good position to take advantage of their growth potential. In fact, they will grow almost three times faster than developed markets next year, … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE But back to business: how much did our May advice to readers to buy US stocks actually benefit them, and how best to deal with the new circumstances in which financial markets have found themselves? The first American stock we featured in our … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Reading between the lines, it sounds like Fulcrum is getting out of the smart meter business, or as much of it as possible. Focusing on contracting and owning assets makes sense to Questor: his skill set in the former is rare and therefore … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE What’s more, due to the way the portfolio’s assets work, we can now expect large increases in the divi, i.e. the net value of the fund’s assets, and thus, in all likelihood, the share price as well. There are two forces at play … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE “The key to taking advantage of gas price differences between Europe and elsewhere is that of the three types of vessels in this supply chain, FLNG, tankers and FSRUs, it is FLNG that is really in short supply. ,” says Richard de Lisle, … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE For those who have not yet followed our previous recommendation to buy a share, we advise you to do so now; stocks are a solid asset for an income portfolio. Questor says: wait Tickers: WED Share prices at closing: 79.2 p Update: Regional … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE When we are hinted at Tirupati last Junewe said it has two strands: conventional graphite mining in Madagascar and a much more speculative venture involved in creating a new lightweight graphene-aluminum material with potentially limitless applications in cabling in aircraft, cars and elsewhere. … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Such arguments can be countered. First, the demand for energy continues to rise, but supply remains limited, thanks to environmental policy, geopolitical sanctions and oil companies’ response to pressure not to drill. That seems like a recipe for a rising price. Second, windfall … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE In addition, prospective car buyers face the worst cost of living crisis in a generationwhich has already fueled the weakest level of consumer confidence since records began in 1974. In many cases, increasingly cash-strapped consumers are likely to delay or avoid the luxury … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE In a trading update last week, Chrysalis reported “strong revenue growth across the portfolio and excellent trading between [its] largest shares”. Starling Bank, the largest holding company with 20 per cent of assets, reported its first full year of profitability with pre-tax profits … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE “Tyler’s exclusive focus on the public sector positions it well against larger but more diverse software players such as Oracle and SAP, which lack the depth of industry-specific functionality,” adds Dacie‑Lombardo. “At the same time, the breadth of its package is a key … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The reduction of the company’s assets under management naturally caused a drop in profitability. Adjusted operating profit fell 28 percent despite a 2 percent decrease in adjusted operating expenses. With a cost-to-income ratio of 83%, which is four percentage points higher than a … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Totally’s solid financial position enabled it to make two acquisitions during the year, which strengthened its long-term growth prospects. They provide access to the growing demand for elective care and employee well-being services, while additionally diversifying the company’s operations. The additional acquisitions are … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Has the stock market changed? After a dramatic reshuffle earlier in the year (masked in the case of the FTSE 100 by the peculiarities of the London market), there are signs of a new direction. The most serious adjustment was the brutal selloff … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Economic uncertainty isn’t the only reason for the stock’s recent decline. The company faced significant operational challenges in the first half of the year, which included extreme weather conditions and supply chain issues. In addition to the impact of lower grades in many … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Investment funds focused on the stock market are the most successful holdings in our profitable portfolio. Overall, our four funds have generated capital gains of 18 percent since the acquisition. Perhaps more importantly, they currently yield an average of around 5 percent and … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Cynics will argue that the opposite investment strategy is obvious. Really, really. It simply involves using investor overreaction to buy stocks when their prices are at levels that significantly underestimate their future prospects, and sell when the opposite is true. The challenge of … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The jump in the share price on last month’s interim results means yes Shares of Moneysupermarket.com it’s not as cheap as it once was, but it still seems to offer decent value, especially as the profit recovery story seems to be gaining momentum. … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The stock is currently trading at about six times expected earnings. This suggests that investors believe that extremely difficult trading conditions are ahead, which will lead to a sharp deterioration in earnings. While this may or may not prove correct, the long-term outlook … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Analysts at brokerage JP Morgan Cazenove said the Interlerad transaction “is even more positive valuation evidence for private equity investment in general and Hg Capital specifically” and indicated “a better market for pursuing private companies with strong fundamentals than a significant increase in … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE At least the Chief Executive Officer, Dr. Deepak Nath, stuck to the company’s guidance for underlying sales growth of 4 to 5 percent. However, he then warned that profit margins would be below expectations, falling to 17.5 percent from last year’s 18 percent. … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Clouds have gathered over the global economy in recent months. High inflation, rising interest rates and geopolitical challenges have combined to convince many investors that a recession is on the horizon. Some are responding by selling their holdings in an attempt to “de-risk” … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE But let’s take a look at how a company that supplies companies with advanced telecommunication systems does business. On Tuesday, it reported “good first half performance, continued cash generation and positive business momentum”. It said that in the UK and Europe, its recurring … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE In addition to sales growth, QinetiQ expects margins to improve in the medium term. Its latest quarterly trading update, released on July 21, was in line with the company’s previous guidance and reaffirmed expectations for a one percentage point rise in operating margin. … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Although the share of the portfolio in operation decreased due to investments in projects under development, the total power capacity of the fund’s operating assets increased by 10.5% compared to the previous year (it has increased since the end of the financial year). … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE “I like that it’s an infrastructure with some element of growth — asset growth, revenue growth, dividend growth. This is a new fund – D9 on the list only last year – and has grown through asset purchases.” Last month it agreed to … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE He says the separation from Pfizer has proven to be “a really good means of unlocking value”. Since the demerger, Pfizer’s share price has risen about 165 percent (or an average of 16 percent per year), while Zoetis has gained about 790 percent … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Another key feature to watch is the firm’s ability to raise prices in its specialist areas of cybercrime and management risk, maritime, political risk, catastrophe and property. The jump in the calculated gross premium in the first half of the year showed an … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Its ability to handle economic threats is further enhanced by the relatively inelastic nature of demand for pet-related products and services. Many pet owners view them as a staple rather than a discretionary commodity, meaning they provide considerable scope for price increases to … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE This is followed by three of our stocks, Currys (loss on a total return basis of £5163 or 41.3pc), Admiral (£5090 or 40.7pc) and RWS (£3941 or 31.5pc), in all cases relative to investment amounting to £12,500. Followed by Antofagasta (£2,994 on £12,500 … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Husselbee says inflation and higher interest rates have caused “devaluation” — a drop in valuation relative to earnings — in the growth stocks held by both portfolios, while recession fears are particularly damaging to smaller companies that may be less geographically dispersed and … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE This week’s US company is based in Florida, has its factory there and generates 80 percent of its sales in the US or Canada. He happens to be quoted on Aim in London. Somero Enterprises manufactures laser-guided machines that enable extremely smooth laying … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE It may seem like this column spends an inordinate amount of time talking about valuation. But none of us would walk into a restaurant or a clothing store and pay any price to eat or buy something just because we liked it. The … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE It is impossible to predict when the current stock market turmoil will end. Further declines may lie ahead if factors such as high inflation and rising interest rates cause conditions to tighten for a range of companies. Also, the recent declines in commodity … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Our second buy today is Impax Asset Management, whose shares have halved over the past year, losing 63 percent from their highs in December. Impax, which manages the Questor-selected investment fund Impax Environmental Markets, stands out from other asset managers as a pioneer … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Inflation is already here, recession may be around the corner (although yesterday’s economic growth data offered some respite) and the pound is falling. What is the price of a fund that could handle all three – even benefit from them? We think one … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE He adds that of the two main players, he prefers Cadence. “Between them, they have a huge market share – most of the big chip designers use both because they specialize in slightly different things,” he says. “Synopsys is stronger in digital chips, … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Investors should be prepared for anything – owning these stocks would be a good place to start. MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE They can be very volatile in the short term, but are very unlikely to cause a permanent loss of capital due to the company’s solid balance sheet. His net worth of £1.3 billion puts him in a strong position in an era of … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Is there a reason to keep them anyway? The good thing about bond coupons is that while they can never go up, they can never go down either. The value of this trait was demonstrated during the pandemic, when many stocks that were … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The Odyssean Mutual Fund has gained 0.9 percent in the three weeks since we put it up. This is despite the fact that he is more exposed to mood swings than most, as he invests in smaller companies that are always the first … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE We recommended Mastercard as part of our US tips series last month, but the stock has already lost 12.1 percent in dollar terms. Six other stocks – Procter & Gamble, National Grid, Severn Trent, Lloyds Banking Group, United Utilities, Newmont and BHP – … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Update: The hunt Falling oil prices, a broad sell-off in hydrocarbon-related stocks and cash flow concerns are drilling a hole in precision engineer Hunting’s share price after last week’s first-quarter trading update. However, our low initial entry point in January means we still … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Ultimately, there remains a serious imbalance between housing demand and supply that successive governments have failed to fully address. The population of Great Britain increased by 324,000 per year between 1989 and 2019. During the same period, an average of 183,000 apartments were … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Investors find themselves at a crossroads. Do they keep their dust dry and stay away from the market, just to see how their money is destroyed by the inflation rate at its highest 40-year level? Or risk your money in the market as … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Of course, stocks are not traded at the bottom of this range. We could go lower. But the balance sheet had a net debt of just £ 47 million at the last count, so there is no pressure there, even in the event … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE While holidays fall under discretionary spending, Questor suspects – and here’s a fourth reason for optimism – that many people view a trip abroad every year or two as more like a basic item. This could make the demand for leisure air transport … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE ‘Bear Market’ is great – we are now buying quality US stocks at a discount. MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Because inflation is higher, the search for investments that could follow is becoming increasingly urgent. We’ve covered some individual stocks that look like the same tasks in the other columns, but which mutual funds will maintain the true value of your money? Savers … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE This can still happen, so some investors may want to avoid it. Rising interest rates mean rising “discount rates” – the degree to which the present value of future earnings falls – and the higher the discount rate, the lower the theoretical valuation … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The outlook for many companies has deteriorated markedly since the beginning of the year. Significant threats, such as high inflation, rising interest rates and the war in Ukraine, have together led to poorer business prospects in many industries. However, not all sectors are … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Questor says: sell Starbucks, hold Nike Tickers: Nasdaq: SBUX, NYSE: NKE Closing stock prices: $ 72.31, $ 110.72 Update: Upstart This artificial intelligence lender proved to be a disaster for readers who followed our advice last August: shares lost 85 pieces. Questor understands … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE While WH Smith expects to open new travel stores across the UK in the coming years, its international growth plans are likely to have a much more dramatic impact on its outcome. Currently, international locations account for 50 percent of 1,162 travel stores. … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE “Buy the land, they fail anymore,” Mark Twain joked. That scarcity is the basis of value is an argument used by many, including this column, in support of assets such as gold and Bitcoin. But there is another advantage that they no longer … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Even if trading conditions deteriorate, it has the financial power to overcome them and even take advantage of them. Its net debt-to-equity ratio is 23 percent, including lease liabilities, which underscores that its balance sheet is not overburdened in a period of rising … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Its sound financial position also contributes to its investment attractiveness. Like most public services, it works with a large amount of debt to improve returns. Net debt currently stands at £ 6.5 billion, which is about 60 per cent. However, due to the … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Finally, after years when the London Stock Exchange was also embarrassed, it enjoys a moment in the sun, at least relatively speaking. While the S&P 500, the best measure of Wall Street’s performance, has fallen about 19 percent this year, making it the … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The company also said in its trading update that it now expects year-round performance to be ahead of previous market expectations. This position followed a sharp recovery in its financial performance after the end of the pandemic-related constraints. In fact, it reported record … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The share is trading at a price-to-earnings ratio of around 11.7, indicating that investors set prices in a very challenging period for the company. With dividends covered by 2.4 times net earnings last year, its 3.6% return remains very affordable and relatively attractive. … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Dan Cartridge of Hawksmoor Investment Management describes this level of NAV growth as exceptional and unusual to trust. “Eastpoint has been a phenomenal advantage. Do they have another one in their portfolio? Probably not. This is an extremely rare case given the level … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Reducing the premium to zero would include trading in shares at their net asset value, which was last recorded at 148.2p. At this level, the current dividend of 7.55 p (which, by the way, is more than fully covered by earnings) would yield … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Update: Halfords Huge inflation has also affected retailers’ prospects in recent months. Consumer confidence is now at its weakest level since 2008 and could worsen as the cost of living crisis accelerates. As a result, Halford shares have fallen 35 percent and 28 … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The stock market didn’t have the best start to the year – the FTSE 100 lost just over 2 percent in 2022 – but the damage among technology stocks was much more severe: the Nasdaq 100 index, arguably the sector’s best health acronym, … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE It is fair to say that we have timed our purchase of Rentokil better than the sale. In September 2017, we tilted its shares to 293.3 p and if they had held on so far, they would have made almost 75% of the … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Due to its geographical location, Springfield is particularly interesting for three reasons. First, Scottish house prices are car prices. The latest Halifax survey (for the previous month) shows that prices have risen 9.7 percent year-on-year. However, the average selling price is £ 192,988, … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Here we have a loss-making company whose main parties are under pressure from the public, politicians and environmental activists not to spend money on its core business, and whose share price chart for most of the last decade ranges from top left to … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Creating a successful portfolio is about dodging turkeys as choosing winners. Think about it: any stocks that are halved will have to double just to get back to where you started. And in a portfolio of say 25 equally large shares, a stock … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE As a big fan of spaghetti westerns with Clint Eastwood on screen, Sergio Leone behind the camera and Ennio Morricone providing the musical score, this column happily – and honestly enough – looked back on its 2021 efforts and sorted out its stock … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE We in the UK are unlikely to be so lucky: the loss of the value of the pound in the domestic market – as measured by the consumer price index – will, in our view, be reflected in the loss of its international … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Update: BB Biotech This Swiss biotech fund, in contrast to the two covered above, trades in a high premium: 30.5 percent at last night’s share price of 77.6 Swiss francs compared to the last reported net asset value of 59.45 francs. It’s hard … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE “So many technology investors are wrong. They focus on sales growth and forget that a non-profit company is worthless, ”says William de Gale, who insists that every company in his BlueBox Global Technology fund must make a profit. As well as not any … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Questor felt as if he was telling the pope that his understanding of the Bible was questionable: a £ 1.8 billion London-based investment fund told Warren Buffett he had lost touch as an investor and sold his shares. at Sage of Consequently, Omah’s … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE Down again, up, down: the stock market, like the rest of us, doesn’t know how to respond to the omicron variant. The FTSE 100 index fell more than 3 percent on Friday when the news surfaced, reimbursed some losses on Monday, and then … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE You can now receive the latest tips, hints, and recommendations for sharing The Daily Telegraph’s known Questor column directly to your phone via our brand new WhatsApp group. Richard Evans, Questor’s editor, will provide you with a daily dose of news and analysis, … Read more
MY NUMBER 1 RECOMMENDATION TO CREATE FULL TIME INCOME ONLINE: CLICK HERE The official inflation rate in the UK may be “only” 3.1 percent, but in America it is just twice as high: the growth of its consumer price index was 6.2 percent in the year to October, it was announced on Wednesday. The British … Read more