The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
I’ve heard a lot of people saying they won’t go in to 40 odd degrees despite the rain in uk and if we gets good August, which we should, you’ll loose the spontaneity to go before the kids go back! Refunding money and repatriation has a cost to business.
So after the results Monday, Vodafone has been invited, along with other UK blue chip companies to Downing Street. Critical organisations will take a seat at the table Horest by Rishi Sunak to collaborate on the future needs for national prosperity and discuss unlocking the obstacles that government can remove and reshape. 😀
BofA Global Research says European telecoms should show more resilience in Q2, helped by prices increase, after "upfront" cost and capital expenditures weighed on free cash flow (FCF) in the previous quarter
* The brokerage expects BT ("buy") to benefit from price hikes, same as Vodafone Germany ("buy") despite weakness in its broadband business
* Germany's O2D ("buy") and its parent Spain's
Telefonica ("buy") could raise their forecast as competitive pressures ease across their domestic markets
UK looks very cheap atm. Wait until we results get issued for companies later this year and the value will show. Mansion house speech tonight will also give a little wake up shake to a few overseas people considering investing. Now is a great time to buy cheap uk stocks imo.