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Image source: Getty Images With the FTSE 100 trading close to record highs, some of the UK’s largest companies are starting to look quite expensive to me. As a long-term investor, I’m looking for stocks with the potential to beat the market over long periods. For me, that sometimes means following Warren Buffett’s example and buying shares in good businesses that are temporarily out of fashion. I reckon I’ve found two FTSE 100 stocks that could fit the bill perfectly. Quality at a bargain price? Sports fashion footwear retailer JD Sports Fashion (LSE: JD.) has seen its share price halve…

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Image source: Getty Images The Lloyds (LSE: LLOY) share price is up nearly 40% in 2025 so far, making it one of the standout performers in the FTSE 100. After years of lagging behind, the UK’s biggest mortgage lender has bounced back. But I think long-term investors should look through the noise and see what prospects lie ahead in 2025 and beyond. Recent financials The company’s share price has been propelled to 76p each as I write on 17 June by a combination of solid financials, reduced uncertainty and a relatively robust economic outlook. Despite reporting a 20% drop in…

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European Central Bank (ECB) policymaker Francois Villeroy de Galhau said on Tuesday that they are in a good position on interest rate policy but noted that there is now more uncertainty following the Iran-Israel conflict.Key takeaways”We should incorporate Euro appreciation into our monetary policy decision.””We need more agile pragmatism more than ever.””We need a common calendar for the European economy and financial integration following the Draghi report.””I fully support ECB President Christine Lagarde’s idea of global role of Euro.””We need deeper, more liquid, more integrated financial markets in Europe.”Market reactionEUR/USD edges slightly lower following these comments and was last seen…

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Image source: Getty Images Scottish Mortgage Investment Trust holds around 95 growth stocks. While some of these are private holdings that could theoretically go under, adding risk, there are plenty of listed stocks that I think will drive value over the next five years. Here are two of them. Let’s start with the largest, namely Instagram and Facebook owner Meta Platforms (NASDAQ: META). Shares of the social media giant have rocketed 327% over the past three years, pushing the market cap up to a meaty $1.76trn.  Fears that TikTok would eat into Meta’s market share appear to have been misplaced.…

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Image source: Getty Images When I buy stocks for my ISA portfolio, I’m obviously backing them to rise. But I have higher conviction in some than others.  Here are three holdings I expect to do well over the next decade. As such, I think they’re worth considering. Pricing power Let’s start with one powerful trend that’s ongoing: the rise of the world’s super-rich. According to Oxfam, the number of billionaires jumped 7.3% last year to 2,769. Multimillionaires are also increasing, especially in Asia.   This is an incredibly supportive backdrop for luxury carmaker Ferrari (NYSE: RACE). Last year, the firm shipped…

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On May 22, the U.S. House of Representatives passed a major tax and spending bill primarily intended to extend the income tax cuts originally embodied in the 2017 Tax Cuts and Jobs Act.Congress had made the tax cuts “temporary,” scheduled to expire at the end of 2025, a common sleight of hand employed to obscure the true increase in the national debt over the 10-year forecast window. Without Congressional action this year, tax rates would return to their 2017 levels.The legislation, officially named the “One Big Beautiful Bill Act” (seriously), cleared the House by one vote but faces an uphill…

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Calgary-based HEMPALTA announced a strategic pivot towards nature-based carbon credit solutions earlier this year, marking a significant shift in its corporate direction.  This shift is positioning the publicly traded company to play a key role in addressing climate change by leveraging Alberta’s regenerative agriculture and innovative carbon credit solutions. HEMPALTA is now seeking strategic partnerships to scale its closed-loop carbon removal program, which operates across 13 Alberta farms, covering over 10,000 acres of regenerative hemp cultivation.  At the heart of HEMPALTA’s mission is its circular, on-farm carbon sequestration model. Industrial hemp is grown, harvested, and converted into biochar — a…

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Image source: Getty Images Nvidia (NASDAQ: NVDA) stock is synonymous with the artificial intelligence (AI) revolution. The company’s technology is powering everything from hyperscale data centres to self-driving cars. However, even after a meteoric rise and a $3.46trn market cap, I don’t believe this stock is overvalued. In fact, I’m confident that it’s not. So, why is that? Well the answer lies in the metrics, like Nvidia’s price-to-earnings-to-growth (PEG) ratio, and its unparalleled intellectual property (IP) portfolio. Valuation is king Let’s start with valuation. At first glance, Nvidia’s headline multiples may look a little daunting for UK investors. Its current…

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Image source: Getty Images I’m not one for trying to time investments, but 16 May 2024 was an auspicious day for BT Group (LSE: BT.A) shares. On that day the share price climbed 17%. And with a few wiggles along the way, it’s since kept on rising. It was the day BT released full-year results for the fiscal 2024 year. And £10,000 invested in the stock the day before would now be worth £16,370 give or take a few pounds. The key turnaround event was summed up by CEO Allison Kirkby: “Having passed peak capex on our full fibre broadband…

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