Category: FTSE 350
Plus500 comes clean with the dirty truth #PLUS
I've come under fire for describing Plus500 as a "bucket shop". It was said that I was being harsh on a top CFD broker. And ... Read More
Ashmore – Founder selling down stake rattles the shares #ASHM
I covered Ashmore last month with the share price at 372p. It subsequently climbed as high as 420p before today's update knocked investor confidence back again ... Read More
NewRiver REIT (NRR) – Special report on investor presentation (1/2)
NewRiver REIT is focused on the ownership of retail shopping centres, retail warehouses, pubs and high street locations. What differentiaties it is that it focuses on ... Read More
Halma (HLMA) – Spreading the health (and wealth)
Halma is a healthy and safety-oriented manufacturing group whose purpose is “to grow a safer, cleaner, healthier future for everyone, every day”. Management have increased ... Read More
William Hill (WMH) – Racing according to form
William Hill shareholders have had a rough ride over the past year. 2018 saw the share price fall over 50%, mostly due to the reduction of ... Read More
Ashmore (ASHM) – Gathering assets and growing profits
Getting tired of all this political malarkey? The uncertainties betwen the UK and EU at the moment are a useful reminder that political risk is ... Read More
AJ Bell (AJB) – Still looking good
AJ Bell (AJB) successfully listed on 6 December at 160p and currently trades at close to 255p. The company will issue a first quarter trading ... Read More
3i Infrastructure (3IN) – A Brexit-proof investment for turbulent times
3i Infrastructure (3IN) is a closed-end investment company that shows up on a screen I use to identify dividend-payers with good quality and value metrics. ... Read More
Integrafin (IHP) – New FTSE-250 financial shows signs of promise
The name of this company will be enough to send many investors to sleep. Indeed, it sounds more like a sleeping tablet than a promising ... Read More
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