Following on from the ‘Looking Forward into 2015’ blog, the writer highlighted five stocks impacted by news making the headlines today (and likely to continue to be of interest throughout the year): the fall in the price of oil and UK housing. In particular, flagging that Bovis Homes and Telford Homes are expected to trade well in a benign interest rate environ, turnaround regional airline Flybe is set to benefit from lower fuel costs and Petrofac and Ithaca Energy should recover when the oil price stabilises.
Each of the following selections have been made on the basis that they fulfil the criteria of offering 'growth at reasonable price' (GARP), with an emphasis on immediate profits and a high dividend pay-out (attractive for the tax exempt vehicles, like the ISA), plus a strong balance sheet, track record of management success and a visible and understandable business model. Subject to wider market developments and valuation, a double digit total shareholder return (TSR) is anticipated in 2015 from the following: Read More...
Following on from the 'Looking Forward into 2015' article, the writer was asked to provide five stocks which are likely to benefit from the anticipated economic climate or merit special attention in the coming year.
Datafeed and UK data supplied by NBTrader and Digital Look.
While London South East do their best to maintain the high quality of the information displayed on this site,
we cannot be held responsible for any loss due to incorrect information found here. All information is provided free of charge, 'as-is', and you use it at your own risk.
The contents of all 'Chat' messages should not be construed as advice and represent the opinions of the authors, not those of London South East Limited, or its affiliates.
London South East does not authorise or approve this content, and reserves the right to remove items at its discretion.