Category: FTSE 350
AJ Bell IPO (AJB) – Quality and growth
Investment platform AJ Bell is set to list on December 7 with December 5 the last day to apply for shares. This is a quality ... Read More
On the Beach (OTB) – A hot summer survivor
On the Beach (OTB) has come through a tough summer that has seen the major tour operators struggle. Fortunately, this online travel agent ("OTA") has ... Read More
Britvic (BVIC) – Squeezing out good results
Shares in the drinks company Britvic (BVIC) have broken out to a new high following the publication of full-year results (latest share price 857.5p, market ... Read More
Rightmove (RMV) – The “Google” of UK property portals
Rightmove (RMV), the well-known property portal, is a recent addition to my portfolio (latest share price 433p, market cap £3.88 billion). This is a stock ... Read More
On the Beach (OTB) – Assessing the moat
On the Beach (OTB) is an online travel agent (OTA) focused on beach package holidays in Europe. The company’s track record is impressive with revenue ... Read More
Burberry (BRBY) – How exactly did it grow H1 EPS by 48%?
It's not every day of the week that a FTSE-100 company grows its earnings by almost 50%. And yet that's what Burberry (BRBY) has just ... Read More
Quality Big-Caps: Our Selection of the Biggest and Best
With the FTSE still trading around the bottom end of its range and having provided plenty of disappointment in recent months, some investors may have ... Read More
Lancashire Holdings (LRE) – Optimism in the face of global calamity
As an investor, it's always nice to feel that your companies are doing something good for humanity. Insurance companies might not be the most obvious ... Read More
Domino’s Pizza: An introduction to this high-performing pizza giant
Domino’s Pizza overtook Pizza Hut earlier this year to become the world’s largest pizza seller. The group offers investors a simple store rollout story in ... Read More
Merlin Entertainments (MERL) – Rollercoaster for shareholders may have opened a value opportunity
Shares in Merlin Entertainments took another tumble this week, dropping 8% after a disappointing trading update (latest share price 340.7p, market cap £3,482 million). It ... Read More
Hargreaves Lansdown (HL): The type of company to look for when Mr Market is gloomy
There are of lots of companies with fat profit margins and there are lots of companies that are growing rapidly. It is relatively rare, however, ... Read More
AA (AA.) – Understanding the debt load as both its share price and its customers suffer breakdown
The AA is a much-loved and classic British brand, but it has been an unsettling ride for shareholders since IPO at 250p in 2014 (latest ... Read More
888 (888) – Gambling giant offers tempting odds with 40% discount
A pattern has emerged such that a group of companies with the following shared characteristics has become superficially cheap: headquartered offshore cash-rich high-tech Israeli-controlled highly ... Read More
Tobacco Trends – A macro view suggests that demand will remain robust
Shareholders in British American Tobacco (BATS) and Imperial Brands (IMB) have been experiencing something they may have grown unaccustomed to: protracted share price declines. Both ... Read More