magazine archive
magazine archive
Feature
Why there won’t be relief from Zantac pain for GSK in the short term
Thursday 18 Aug 2022The stock market is forward-looking and has already priced in a significant financial hit for GSK ( GSK ) from US litigation associated with claims its Zantac heartburn treatment might have links to cancer. The first court case, due to start next week, was withdrawn ahead of trial by the plaintiff...
How to find the right fund for you: follow these simple steps to save time and money
Thursday 18 Aug 2022If you want to build up a pot of money for the future, be it retirement or paying for some of life’s expenses including children’s university fees or a loft conversion, investment funds can be a great way to grow your savings. They enable you to quickly build a portfolio which could save you a lot...
Buys and sells from the bosses: When investors should take note of directors trading their own shares
Thursday 11 Aug 2022When a director of a firm sells shares there could be any number of reasons for their decision, the most common one being they need to raise cash to pay an income tax or capital gains tax bill. However, when a director dips into their own pocket to buy shares there is usually only one reason – they...
FTSE 250: Can UK mid caps shine again and which stocks should you buy?
Thursday 04 Aug 2022Mid-cap companies have always attracted investors. Seen as large enough to compete on a global scale, but not so big that their capacity for growth is capped, like many FTSE 100 stocks, an increasing number of investors spend time researching stocks on the FTSE 250 index, or simply buy the index...
Why Chipotle’s red-hot pricing power has positive read-across for Tortilla
Thursday 04 Aug 2022Shares in Chipotle Mexican Grill (CMG:NYSE) sizzled on Wall Street after the fast casual restaurants star turn served up forecast-beating second quarter earnings (26 July), with profit growth driven by price hikes. Though sales in the quarter to 30 June were weaker than expected as inflation...
Why companies who cross-sell have happy customers and investors
Thursday 04 Aug 2022One of the great myths which chief executives use to promote big mergers and takeovers is the notion that sticking two companies together will create ‘revenue synergies’ by allowing each firm to sell to the other’s customers. History tells us these synergies rarely materialise and in fact mega...
Explaining economic moats and why investors are so keen to own businesses which have them
Thursday 04 Aug 2022Inflation in the UK recently hit a record 40-year high of 9.4%. This coincides with an increasing number of claims from actively managed equity funds that their portfolios will benefit from the effects of ‘economic moats’. The term refers to a company’s economic advantage over rivals that enables...
Why companies which can lower the cost of doing business are well positioned
Thursday 04 Aug 2022Few companies have escaped the impact of higher inflation, whether in the form of higher raw material and energy costs or increased labour and transportation expenses. Even if central banks manage to eventually cool inflation, it seems more likely than not to remain elevated for some time. This...
Why Johnnie Walker-owner Diageo is a wonderful stock to own
Thursday 28 Jul 2022Shares in premium drinks maker Diageo ( DGE ) are down 8% year-to-date amid worries over a global recession and soaring raw material costs. Also weighing on the price have been fears that drinkers might trade down to cheaper beverages as inflation squeezes consumer budgets, at least in the short...
Find out which sectors in emerging markets are the cheapest
Thursday 28 Jul 2022A combination of factors, including a strong US dollar, have held back emerging markets in the first half of 2022. For several reasons a stronger dollar is not typically good news for emerging markets. When the US currency strengthens, money invested in other parts of the world, including...