Turning point for markets: sectors to explore or ditch

Society is at a turning point and so is the stock market as the focus shifts from Covid recovery opportunities to the threat of rising...

Thu, 01/07/2021 - 00:00


Housing market could lose steam as stamp duty holiday is tapered

The Government’s holiday on stamp duty payable on house purchases is starting to be wound down, which could have a major impact on shares related...

Thu, 01/07/2021 - 00:00


Was JD Sports’ Nike-driven jump justified?

Shares in trainers-to-tracksuits seller JD Sports Fashion (JD.) rallied on a positive read-across following forecast-beating fourth quarter results from US sportswear giant Nike...

Thu, 01/07/2021 - 00:00


Activist manager Crystal Amber targeted by another activist

It’s not often you see an activist investor target another activist for poor performance but that’s what happening at Crystal Amber Fund (CRS:AIM).

On...

Thu, 01/07/2021 - 00:00


Ideal time to add inflation protection with this cheap trust

Considering the amount of discussion about investors’ need for some inflation protection for their portfolios, it’s somewhat surprising to see a real assets investment trust...

Thu, 01/07/2021 - 00:00


Why we’re sticking with Burberry despite Gobbetti goodbye

BURBERRY (BRBY) £20.73

Gain to date: 26.9%

Original entry point: Buy at £16.34, 19 Nov 2020


Our bullish call on luxury...

Thu, 01/07/2021 - 00:00


Can miners and oils dig the FTSE 100 out of its Brexit hole?

The fifth anniversary of the UK’s referendum on its membership of the EU (23 June) appears to be passing with barely a murmur.

Perhaps both ‘Remainers’ or...

Thu, 01/07/2021 - 00:00


Are UK companies being taken over on the cheap?

On 29 June private equity firm Clayton, Dubilier & Rice increased its offer for pharmaceutical firm UDG Healthcare (UDG) by 5.5% to £10.80,...

Thu, 01/07/2021 - 00:00


GlaxoSmithKline unveils ambitious growth targets

GlaxoSmithKline (GSK) £14.21

Gain to date: 7.6%

Original entry point: £13.21 on 5 November 2020


GlaxoSmithKline (GSK) reassured...

Thu, 01/07/2021 - 00:00


The car retailer whose shares are up 93% since we said to buy last May

MOTORPOINT (MOTR) 367p

Gain to date: 93.2%

Original entry point: Buy at 190p, 14 May 2020


Shares in used car retailer...

Thu, 01/07/2021 - 00:00


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