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The signs are improving for Travis Perkins so buy now
Thursday 16 Jan 2020Shares in builders’ merchant and tool-hire firm Travis Perkins ( TPK ) had a bumpy ride last quarter thanks to negative sentiment in its sector caused by profit warnings from building supplies firm SIG ( SHI ) and a drop in UK housebuilding activity amid uncertainty over Brexit and the general...
Buy Ricardo as it moves beyond auto
Thursday 09 Jan 2020To be an expert engineering consultant to the automotive industry may sound like a poisoned chalice, and a poor investment proposition, but there is more to Ricardo’s ( RCDO ) story than meets the eye. The West Sussex-based business has a 100-year track record in the industry but today it does so...
Get in quick with this fund to play the e-retail boom
Thursday 09 Jan 2020As Christmas trading updates from the retailers begin to dribble in, the continuing shift to online shopping has been very apparent again. This trend, which has led to a boom in the warehousing assets required to process internet-based orders in the UK, is beginning to gather steam in continental...
Share pick for 2020: Lloyds Banking
Thursday 19 Dec 2019The political situation in the UK is clearer than it has been for some time and the stage looks set for Lloyds’ ( LLOY ) steady approach to win favour with the market. The shares are cheap. According to consensus forecasts the shares trade at parity with book value and Shore Capital’s estimates...
Share pick for 2020: Redrow
Thursday 19 Dec 2019Improved prospects for the housebuilding sector driven by more clarity on Brexit means it is time to buy Redrow ( RDW ) which has quality earnings and a strong cash position. The landslide victory for the Conservatives in the 12 December General Election has created a measure of political certainty...
Our 2019 picks have smashed the market with a 23% return
Thursday 19 Dec 2019After a difficult 2018, our latest annual portfolio of 10 stocks has delivered far superior rewards. Last year we outperformed the market, albeit still making a loss. This year we’ve smashed the returns from the FTSE All-Share and generated significant profits. Our portfolio has delivered a 23%...
Share pick for 2020: Luceco
Thursday 19 Dec 2019Some of the best investment opportunities are found when fundamentally good companies temporarily come a cropper. This is exactly the case with Luceco ( LUCE ) , which continues to enjoy strong orders and has the scope to repair profit margins from the high single digits of today to the mid-teens...
Four great funds to buy for 2020
Thursday 19 Dec 2019As we approach the New Year it is a good time for investors to think about their portfolio choices and check that they match their appetite for risk. Here are four fund ideas for specific types of investors. Royal London Short Duration Global High Yield (BD0NHK8) Cautious investors have benefited...
Share pick for 2020: Kainos
Thursday 19 Dec 2019A desire to go digital is one thing that unites organisations both large and small. From ordering a pint in a pub via a phone app to calculating a tax return, plus a million more things, this is a multi-year transition that will separate winners from losers. Among those thriving from this...
Share pick for 2020: Begbies Traynor
Thursday 19 Dec 2019Insolvency specialist and property services company Begbies Traynor ( BEG:AIM ) derives two thirds of its revenue from activities which are counter-cyclical, which means that in any future slowdown or even recession the business will see rising demand for its insolvency services. The company’s...