Magnificent Seven: five things we learned from their latest earnings

Big tech stocks have been flying this year as investors scramble to get in on the ground floor of what could be the next technological...

Thu, 10/08/2023 - 00:00


ConvaTec has got its act together, is going for growth and its shares should benefit

Snap up medical products outfit ConvaTec (CTEC) as a multi-year turnaround gains traction. Recent evidence for this came as the company raised full...

Thu, 10/08/2023 - 00:00


Can trading down trends drive upgrades for T.K. Maxx owner TJX?

Investors will be looking for confirmation of continued like-for-like sales growth, progress in reducing inventories and raised guidance when discount apparel-to-home fashions seller TJX Companies...

Thu, 10/08/2023 - 00:00


Insurance giant Aviva set to deliver on its growth targets

In its first-quarter trading update in May, composite insurance giant
Aviva (AV.) reported strong growth across its retirement, health and general insurance...

Thu, 10/08/2023 - 00:00


What do Wilko’s woes mean for retail property shares?

In news that surprised everyone from shoppers to investors, general retailer Wilko announced in early August it had filed a ‘notice of intention’ to appoint...

Thu, 10/08/2023 - 00:00


Small caps are really unloved but there are three big reasons this antipathy is misplaced

Everyone hates small and mid-cap stocks right now. Their performance has badly lagged those of their larger counterparts in recent months.

Seen as more vulnerable...

Thu, 10/08/2023 - 00:00


Buy BlackRock Throgmorton for quality growth at a bargain price

Investors seeking to position portfolios for a rally in small and mid cap stocks should buy BlackRock Throgmorton Trust (THRG), a fund with a strong...

Thu, 10/08/2023 - 00:00


The US economy has kept powering ahead but can it continue?

Regular readers of this column will know (or even bewail) its status as a bit of a trainspotter, quite literally when it comes to transport...

Thu, 10/08/2023 - 00:00


Shares thinks it is time to take profit on Apple

Pitching Apple (AAPL:NASDAQ) as one of our best picks for 2023 was based on a fairly simple investment premise – shares in a fantastic...

Thu, 10/08/2023 - 00:00


Why forecasters are dumping US recession predictions en masse

Increasing numbers of forecasters are now predicting that the US economy will not suffer a recession this year, even in the face of US debt...

Thu, 10/08/2023 - 00:00


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