AG Barr: time to put some IRN in your portfolio

Investors seeking a high-quality, defensive recovery play should consider soft drinks group AG Barr (BAG), the company behind iconic Scottish brand IRN-BRU that...

Thu, 07/05/2020 - 00:00


Berkshire Hathaway builds cash to record levels, sell airline stocks

Investment sage Warren Buffett has sold his airline holdings and doesn’t see any bargains in the market at present.

Those were the key headlines from...

Thu, 07/05/2020 - 00:00


Could we see a return of M&A due to the crisis?

We usually associate mergers and acquisitions (M&A) with bull markets and high levels of corporate cash flows, but could the coronavirus crisis force companies to...

Thu, 07/05/2020 - 00:00


Orbis seeing ‘most exceptional discounts’ since the credit crunch

Value-oriented fund manager Orbis Investments says it is capitalising on ‘the most exceptional discounts’ it has seen since the bottom of the global financial crisis,...

Thu, 07/05/2020 - 00:00


Why these stocks have just hit all-time highs

Despite the wider stock market’s recovery still leaving it some way below its pre-crisis levels, some stocks in the FTSE 350 have hit record highs...

Thu, 07/05/2020 - 00:00


Investors need to be prepared for terrible second quarter results

A punishing first quarter results season with a wave of profit warnings, fundraisings and dividend cuts could be a prelude for the carnage to come when...

Thu, 07/05/2020 - 00:00


Companies will need to start quantifying Covid-19 impact

In the fallout from the coronavirus pandemic companies have been praised for their honesty.

Excellent corporate communicator Next (NXT), for example, conceded it...

Thu, 07/05/2020 - 00:00


Exit charge lowered on Lifetime ISA as a temporary measure

The exit charge paid when taking money out of a Lifetime ISA early has been temporarily cut from 25% to 20%, so as to help...

Thu, 07/05/2020 - 00:00


Why we’re still sweet on Hotel Chocolat

HOTEL CHOCOLAT (HTOC:AIM) 322.5p

Loss to date: 23.8%

Original entry point: Buy at 423.5p, 19 December...

Thu, 07/05/2020 - 00:00


magazine 7 May 2020

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Markets have rallied, so what about the economy? Shares looks at what shape the recovery might take and the stocks to own in different situations.

The magazine updates its views on Royal Dutch Shell and Fundsmith Equity following their latest news. It also debates whether the rules could change on holding residential property in a SIPP.

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