Category: FTSE 350

AJ Bell IPO (AJB) – Quality and growth
FTSE 350

AJ Bell IPO (AJB) – Quality and growth

Andrew Latto- December 3, 2018

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
FTSE 350

On the Beach (OTB) – A hot summer survivor

Andrew Latto- December 1, 2018

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
FTSE 350

Britvic (BVIC) – Squeezing out good results

Graham Neary- November 30, 2018

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
FTSE 350

Rightmove (RMV) – The “Google” of UK property portals

Graham Neary- November 27, 2018

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
FTSE 350

On the Beach (OTB) – Assessing the moat

Andrew Latto- November 15, 2018

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%?
FTSE 350

Burberry (BRBY) – How exactly did it grow H1 EPS by 48%?

Graham Neary- November 8, 2018

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
FTSE 350

Quality Big-Caps: Our Selection of the Biggest and Best

Cube Investments- November 7, 2018

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
FTSE 350

Lancashire Holdings (LRE) – Optimism in the face of global calamity

Graham Neary- November 7, 2018

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
Comment, FTSE 350

Domino’s Pizza: An introduction to this high-performing pizza giant

Andrew Latto- October 26, 2018

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
FTSE 350

Merlin Entertainments (MERL) – Rollercoaster for shareholders may have opened a value opportunity

Graham Neary- October 18, 2018

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
FTSE 350

Hargreaves Lansdown (HL): The type of company to look for when Mr Market is gloomy

Andrew Latto- October 12, 2018

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
FTSE 350

AA (AA.) – Understanding the debt load as both its share price and its customers suffer breakdown

Graham Neary- October 3, 2018

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
FTSE 350

888 (888) – Gambling giant offers tempting odds with 40% discount

Graham Neary- October 2, 2018

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
Comment, FTSE 350

Tobacco Trends – A macro view suggests that demand will remain robust

Graham Neary- September 29, 2018

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

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