magazine archive
magazine archive
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Retail survivors: Companies which can ride out the storm
Thursday 15 Sep 2022The retail sector has had a dire 2022, heavily sold off on fears earnings will disappoint as households curb spending due to rising UK inflation and the energy price crisis. Earnings expectations have been cut and investors have priced in a recession already, which means bargain hunters may take...
What would interest rates at 4% mean for investing in stocks?
Thursday 15 Sep 2022A less globalised economy, the Russian invasion of Ukraine and the supply chain disruptions caused by Covid, (particularly in China), have caused a surge in inflation. UK inflation is running at the fastest pace in 40 years, rising from 9.4% to 10.1% in July. This marks a continued structural shift...
Is weakness in Somero Enterprises shares a great opportunity or a value trap?
Thursday 15 Sep 2022Concrete levelling specialist Somero Enterprises ( SOM:AIM ) has seen its PE (price to earnings) ratio sink almost 40% to 7.9 times since the start of the year, despite 2022 earnings estimates rising by 10%. Even a record first half performance wasn’t enough to reverse continued weakness in the...
Top FTSE 100 dividend yields: will they keep paying big for years to come?
Thursday 08 Sep 2022Various FTSE 100 companies appear to have discovered the secret to income alchemy by still producing dividend gold in the face of mounting economic pressures. Half a dozen stocks in the UK blue chip stock market index are currently luring investors with double-digit dividend yields. Another 35 are...
Dollar delight: The UK companies which benefit from a strong US currency
Thursday 08 Sep 2022The US dollar is trading at 20-year highs against a basket of major currencies. It has benefited from the twin tailwinds of big interest rate hikes from the US Federal Reserves and recession fears. When rates are rising faster in the US than in other parts of the world, the higher returns on offer...
Discover the small cap market newcomers defying the doom and gloom
Thursday 08 Sep 2022A healthy number of lesser-known businesses have done very well in share price terms since coming to market in the last two years, with price appreciation reflecting strong operational performances or the fact they sate voracious investor appetite for a particular theme. Readers will be familiar...
A handful of stocks are setting new highs despite turbulent markets
Thursday 08 Sep 2022As investors debate whether the next move in markets is up or down, it’s worth noting that there are a group of stocks which are quietly making new 52-week and multi-year highs and even a few making new all-time highs. While some are involved in special situations, such as bid talks, and some are...
Explaining SIPP tax relief: the big details you need to know
Thursday 01 Sep 2022One of the key benefits of pension saving is the ability to get upfront ‘tax relief’ on your contributions. Tax relief just means that your contributions are free from income tax. The amount of tax relief you are entitled to will depend on the income tax band your pension contribution comes from. A...
Predators and prey: the businesses which could be ripe for a takeover and those hunting them down
Thursday 01 Sep 2022Geopolitical ructions and rising interest rates have seemingly failed to stem the appetite for global takeover activity according to analysis from consultants Earnest & Young (EY). And the UK financial services industry recorded a seven-year high of 136 deals in in the first half of 2022,...
What high gross margins tell investors about the merits of a business
Thursday 01 Sep 2022When Adobe (ADBE:NASDAQ) reported second quarter figures in June 2022 it unveiled earnings that beat forecasts, reporting $3.35 versus consensus estimates of $3.31. So far, so what? The market shrugged the results off – the share price dipped 1.2% to $360. Yet this was the latest in a long run of...