magazine archive


magazine archive

Editor's View

Listen to Terry Smith: don’t sell your best shares as stock markets recover

Thursday 31 Mar 2022

In reviewing the performance of the Fundsmith Equity Fund (B41YBW7) for 2021, fund manager Terry Smith said the fund ‘makes money with old friends’, referring to a group of stocks in his portfolio that regularly appear in the annual list of top contributors to performance. ‘This tells you to run...

Retail takeovers: when is a brand worth salvaging?

Thursday 24 Mar 2022

For all the troubles it has endured in recent years Ted Baker ( TED ) is still seen as a brand with some value based on the news US private equity firm Sycamore is weighting up a potential takeover of the clothing retailer. Ted Baker, once something of a stock market darling, has struggled in...

Amazon’s share price is about to become a lot cheaper

Thursday 17 Mar 2022

A high price can stop investors from buying a particular stock, simply because they cannot afford it. Not everyone has the $1,000+ which it costs to buy a single share in many US-listed companies. It’s a long-standing frustration but slowly we are seeing solutions to the problem. Amazon has joined...

Reasons not to panic as stock markets capitulate

Thursday 10 Mar 2022

Investors’ initial, measured response to Russia’s invasion of Ukraine has gone out of the window. As commodity prices surge higher the sell-off in global stock markets has intensified. But the last thing you should do is react rashly to this situation. Essentially people are waking up to the idea...

Don’t panic sell. Markets have a habit of bouncing back quickly

Thursday 03 Mar 2022

Are you tinkering with your portfolio every time there’s bad news, even war? You could be doing more harm than good. Ukraine’s troubles are being felt emotionally around the world and the battle has also put a dent into people’s hard-earned savings. With stock markets already on edge, thanks to...

Airbnb’s next growth leg might not be so smooth

Thursday 24 Feb 2022

Inflation isn’t necessarily bad news for all companies. When hosting platform Airbnb published its latest results on 15 February, chief executive Brian Chesky said rising prices and the pressure on household finances might drive more individuals to list their homes on the site. This begs the...

Why Unilever, Reckitt and Nestle are under pressure

Thursday 17 Feb 2022

Big brand owners in the food, drink and household products space are meant to be reliable names that deliver slow but steady growth no matter the economic conditions. So why is it that names like Unilever ( ULVR ) , Nestle and Reckitt Benckiser ( RB. ) are struggling on the stock market this year?...

Why diversity in the boardroom really matters

Thursday 10 Feb 2022

Female representation in British boardrooms became heathier this week as two women were appointed as chief executives at Taylor Wimpey ( TW. ) and Pets at Home ( PETS ) . They join Roisin Currie who was unveiled as the new boss at Greggs ( GRG ) in January and who will succeed the long-serving...

Why investors haven’t filled their boots on the sell-off

Thursday 03 Feb 2022

Two years ago, global stock markets experienced a significant sell-off as the pandemic caused mayhem. For some investors it was a time of stress and panic, but for many professional investors it provided a rare opportunity to pick up shares in good companies for a fraction of their value pre-Covid...

The shares that could go up as the market falls

Thursday 27 Jan 2022

It’s been a miserable start to the year for a lot of investors, leading many people to ask if we’re seeing more than a simple pullback from last year’s successful run for stocks and shares. The key headwinds to markets have been clear for months, namely higher rates, an impending reduction in...

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