Questor: the potential to grow margins makes Reckitt stand out. Keep buying
The company’s online sales have grown by more than 85pc over the past two years and now account for 12pc of the total. They are expected to…
Questor: as inflation soars to 30-year high, how has our Wealth Preserver portfolio done?
The highest rate of inflation for 30 years has the potential to destroy a lot of investors’ wealth. And things could get worse before they improve. According…
Questor: this healthcare trust has taken a pounding but is now turning the corner – buy
Similarly, Worldwide Healthcare itself looks cheap on a 4.3pc discount; it has typically traded at a premium over the past five years. Although performance has disappointed in…
Questor: Britvic’s growth and income potential gives soft drinks maker room to sparkle
Some of its products have also gained market share during the pandemic. This positions them for growth as the wider industry recovers. And, with innovative packaging and…
Questor: simplifying can pay off – but what about spending cash on your own shares?
Comment: Share buybacks With nearly £33bn of share buybacks already announced by 29 of its members, the FTSE 100 is comfortably on track to surpass 2018’s record…
Questor: rampant inflation is no impediment to this FTSE 100 stock’s growth
Meanwhile, the performance of its underlying business could be enhanced by continued investment in digital opportunities. The proportion of the company’s customers ordering products online increased by…
Questor: we’re sticking with Young’s despite an uncertain outlook for consumer spending
Indeed, the biggest difficulty to face the company is overcoming the effects of a decline in real incomes prompted by rising inflation. This could cause a further…
Questor: this diversified, conservative trust made 28pc last year. So why the perennial discount?
While there is no clear catalyst for the discount to narrow in the near term, Matthews advises investors to focus on Caledonia’s prospective returns in the meantime….
Inflation forcing investors into ‘risky’ stocks
DIY investors have also bet on high-growth technology companies, even as they fall out of favour with the wider market. The electric car maker Tesla ranked among…
Questor: Aviva’s asset disposals pave the way for better performance and a rising dividend
Aviva’s stronger financial outlook means that its plan to raise dividends at a low-to-mid single-digit rate over the coming years is likely to become more realistic. When combined…
Questor: Pressure Technologies has halved in size but growth is now back on the agenda
Environmental campaigners will gnash their teeth but higher hydrocarbon prices and the prospect of limited or sanctioned Russian supply are prompting fresh spending on drilling and production. …
Top tips on how to beat inflation rising with your investments in 2022
The increased cost of energy bills and rising inflation has led to us all look to alternative ways to help combat the ever-escalating cost of living crisis…
Questor: uncertain economic outlook creates an opportunity to buy this cyclical mid-cap
The firm benefits from a wide spread of operations: it has exposure to 20 sectors across 33 different countries. It also focuses on temporary positions, which have historically…
Questor: our VCTs continue to offer valuable diversification in a tough environment
Notable realisations included Pho, the chain of Vietnamese restaurants, whose sale generated an investment return of two and a half times its initial cost, and online teaching…
Questor: this trust’s charges appear eye-watering, but impressive returns make it worth keeping
As the trust was set up to manage the Rothschild family’s wealth – they still have more than £800m invested – capital preservation remains front of mind…
Questor: this hotels group is well placed to capitalise on a global Covid-19 recovery
Separately, its offering is likely to remain appealing in an era when lower industry profits may naturally prompt reduced investment. For example, it undertook a major review…
The best shares and apps if you’re investing in 2022
Drax says it wants to be the leading provider of “power system stability” in Britain. On top of that Mr Bennison said it was aiming to become…
Questor: a lender the banks won’t compete with at a valuation that catches the eye
However, S&U manages risk in a disciplined manner, as you would expect of a company that dates to 1938 and can point to three generations of management…
Questor: Upstart has been a thorough disappointment but deserves more time to come good
It has also made progress in expanding the size of its total addressable market by moving into car loans. That market offers significant opportunities for growth because…
Inflation-proof stocks are letting you down – buy these ones instead
Joe Walters, manager of the Royal London UK Equity fund, warned that inflation was causing problems not just for these companies’ customers but also within their own…
Questor: inflation shows little sign of falling but commodities, gold and property should hold up
The Bank of England’s assertion that this period of high inflation would prove transitory is being severely tested. The consumer prices index rose by 6.2pc in the…
‘Am I crackers for investing £600k into risky stocks for fun?’
Rob Burgeman, investment manager at Brewin Dolphin, said: Portfolios invested in shares can be like gardens. They need regular pruning, and highly successful plants can quickly dominate…
Questor: two trusts that have sailed through past market turmoil and belong in any portfolio
Around 46pc of the trust is in other investment trusts, exchange-traded funds and listed property companies. These include infrastructure trusts, specific discount opportunities and residential property landlord…
Questor: United Utilities offers relative safety amid soaring inflation and war in Ukraine. Buy
This could further strengthen the appeal of defensive firms that are less affected by the economic outlook. Utility companies could be viewed as a safe haven during periods…
Questor: we’ve made easy money on this property developer – now is the right time to sell
A strong balance sheet, which carries very little debt, and increased borrowing capacity at its banks mean that Harworth has the wherewithal to pursue its plan. All…