Can Marks & Spencer deliver some more earnings magic?

Retail bellwether Marks & Spencer (MKS) may need to deliver a modest ‘beat’ to the £679.8 million consensus pre-tax profit estimate, along with a reasonably confident...

Thu, 16/05/2024 - 00:00


ITV up 30% as streaming platform proves its worth

Shares in ITV (ITV) have advanced nearly 30% over the past six months as the free-to-air broadcaster has found success with its on-demand streaming service ITVX....

Thu, 16/05/2024 - 00:00


Caledonia Investments is a diamond in the rough waiting to shine

Caledonia Investments (CLDN)

Price: £35.18

Market cap: £1.92 billion


Amid all the talk of the UK market being full of ‘hidden gems’, we think...

Thu, 16/05/2024 - 00:00


Time to follow the money

The American financial markets writer and publisher Jim Grant once observed that: ‘Successful investing is having everyone agree with you …. Later.’ This makes perfect...

Thu, 16/05/2024 - 00:00


Should I overpay my student loan?

The cost of going to university has ballooned, and it means the average graduate leaves university with around £50,000 worth of debt. That’s a large...

Thu, 16/05/2024 - 00:00


Time to buy the Kainos tech transformation growth story

Kainos (KNOS) £10.16

Market cap: £1.28 billion

We believe that market sentiment towards Kainos (KNOS) is on the cusp of a reversal, and that creates...

Thu, 16/05/2024 - 00:00


Bank of England a step closer to cutting rates as it lowers inflation outlook

As Dinah Washington used to sing, what a difference a day makes, although its relevance to central bank meetings and stock markets was probably the last...

Thu, 16/05/2024 - 00:00


The copper age: Metal driving mining M&A has critical role in energy transition

Copper is already one of the most important materials underpinning human civilisation, and the energy transition is only likely to see demand for the industrial...

Thu, 16/05/2024 - 00:00


Revealed: the rare investment trusts trading for more than their assets are worth

Discounts and premiums to NAV (net asset value), which is the value of all the investments an investment trust holds minus any debt or loans,...

Thu, 16/05/2024 - 00:00


World’s biggest sovereign wealth investor is a fan of UK equities

If we took a straw poll of readers and asked which country has the world’s biggest sovereign wealth fund, the chances are Saudi Arabia and...

Thu, 16/05/2024 - 00:00


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