The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Over the past six months, online sales in the UK have jumped by around 50%. This has left many retailers scrambling to catch up. Companies like Segro are rushing to meet demand. The FTSE 100 company recently raised £680m from shareholders to fund new developments. It was planning to raise £650m, but demand was so strong, the firm decided to increase the offering.
Reinvesting profits DCC has a strong track record of reinvesting profits back into operations to reinforce its positions in existing markets or to buy smaller peers. This approach has helped the company grow earnings at an annual rate of 13% since 2015.
It is not still a strong buy but worth invest in it
Aviva isn’t a bad business. The group generated a return-on-equity of 14% last year and paid a £1.2bn dividend that was comfortably covered by surplus cash. However, I think Aviva’s share price is being held back by two problems. One concern is that the business hasn’t delivered consistent growth in recent years.
The extra revenue being generated by shoppers migrating online is dropping to the bottom line for ASOS. The firm has also been cutting costs. And City analysts have pencilled in an impressive three-figure percentage hike in earnings for the next trading year to August 2021. And rising earnings could be the thing that puts a rocket under the share price.
Its P/E ratio for 2020 sits bang on top of the widely-accepted benchmark of 10 times (or below). And its dividend yield for this year clocks in at a meaty 4%.
At least it's not sell
One of the reasons you should buy is simple, institutional funds buy the stock like crazy here is the list https://fintel.io/so/uk/bakk
I guess they have more info than retail traders
I think the market is pricing ITV unfairly. It has an extensive back-catalogue of shows and formats it can sell or license. The business is also making an effort with its own ITV Hub and launching Britbox with the BBC.
The stock is safe until institutional funds invest in it, here is the full list of the funds https://fintel.io/so/uk/grg
Pay attention when they will leave the company
Volatile markets inspire trading activity. That means more commission revenue, so Hargreaves may benefit from this trend.
Go for it as soon as you can. Look at the Institutional funds investing lately like crazy in the MNZS, here is the full list https://fintel.io/so/uk/mnzs
They push the price higher in the near future you can be sure
The good news is that the company managed to grow its revenue over the last three years, and also move from loss-making to profitable.
I think its profit result of UK£87.0m was more important.
Institutional funds investing lately in SLA will make it fast :) Look at the full list of institutional funds https://fintel.io/so/uk/sla
Unhappily, Forterra had to report a 10% decline in EPS over the last year. The share price decline of 37% is actually more than the EPS drop. Unsurprisingly, given the lack of EPS growth, the market seems to be more cautious about the stock. The less favorable sentiment is reflected in its current P/E ratio of 7.36.
No problem if AZN don't find vaccine. Here are the investment funds investing huge lately in the stock. Here is the full list https://fintel.io/so/uk/azn . I think this is fundamental for the bullish direction, at least the price won't go down.
Over the last five years, the dividend payout has doubled. You don’t see that kind of growth within the FTSE 100 index very often. Moreover, dividend coverage is very high. This suggests there could be plenty more growth to come. Hikma shares currently trade on a forward-looking P/E ratio of about 17. I see that valuation as attractive. I think this stock has the potential to deliver both capital gains and dividends.
And what have you to say about this one? Here is the full list of all investment funds invested in the BOO https://fintel.io/so/uk/boo
One is gone two more have come :)