Edmond Jackson

England

Contributor at Interactive Investor

Investing geek, avid fell-romper

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Articles

Stockwatch: a US tech share with 130% upside potential?

Apr 15, 2024 | ii.co.uk | Edmond Jackson

I stay alert to selective US technology opportunities given the UK stock market offers a relative dearth of them. Twenty to 30 years ago, there was microchip innovator ARM Holdings ADR (NASDAQ:ARM), but it was acquired and later has re-listed in the US. I believe this is chiefly due to higher share ratings in the US, which benefit flotations there and mean comparatively lower cost of equity finance for companies, given there is less dilution.
Stockwatch: the best way to play a new bull market in gold?

Apr 11, 2024 | ii.co.uk | Edmond Jackson

Gold prices have spiked to an all-time high, testing $2,400 an ounce amid fears that Iran will attack Israel sufficiently to provoke a direct response from Israel that next definitively kicks off war between these antagonists – also drawing in the US. A measured response by Iran to Israel’s strike on its Damascus embassy may yet prevail given Iran is only too aware of the consequences. But it all raises tension that is helping stoke demand for gold as a store of value.
Stockwatch: capital growth and good yield trigger upgrade to buy

Apr 8, 2024 | ii.co.uk | Edmond Jackson

As AIM-listed cream cakes retail-franchiser Cake Box Holdings Ordinary Shares (LSE:CBOX) issues a rather better-than-expected trading update, comes news from BDO that UK business output has grown for the second consecutive month to its highest level in two years. Meanwhile, Deloitte says corporate sentiment has risen for a third consecutive quarter.
Stockwatch: this 9.5% yielding FTSE 100 share is a buy

Apr 4, 2024 | ii.co.uk | Edmond Jackson

Does a 10% drop in the FTSE 100-listed shares of investment manager M&G Ordinary Shares (LSE:MNG) merit buying into? Going ex-dividend on a substantial yield of near 10%, M&G shares fell a similar proportion to 212p even before yesterday’s US market drop, which has taken it now to 207p.
Stockwatch: what would a US takeover mean for this FTSE 100 firm?

Apr 1, 2024 | ii.co.uk | Edmond Jackson

In June 2023, I made a “buy” case for FTSE 100-listed DS Smith (LSE:SMDS), a British multinational packaging group. It was a classic investment value situation: at 270p, representing a price/earnings (PE) multiple below eight times and an apparently sound yield near 7%, twice covered by earnings. Packaging was out of favour amid concerns about a recession after interest rate rises.
Stockwatch: are interest rates really coming down soon?

Mar 27, 2024 | ii.co.uk | Edmond Jackson

Investors have given an enthusiastic welcome to the Bank of England governor saying “we are on the way” to interest rate cuts, after they were just recently left unchanged at 5.25%, a 16-year high. He added that last month’s drop in inflation to 3.4% was “very encouraging and good news” and rate cuts could come before inflation hits a 2% target. This has created speculation of a cut as soon as May, further boosting animal spirits.
Stockwatch: can you trust this 7% yield from a utility?

Mar 25, 2024 | ii.co.uk | Edmond Jackson

I am intrigued to assess the situation at Pennon Group (LSE:PNN), the mid-cap utility that owns South West Water and is currently taking over Sutton and East Surrey Water - SES Water – previously Japanese-owned. Pennon has declared an “in-line” trading update, relative to consensus forecasts on its shares with individual analyst ratings ranging from “buy” to “hold”, with no sellers.
Vets are under fire - is it time to sell your shares, or buy more?

Mar 24, 2024 | telegraph.co.uk | Edmond Jackson

What to do when a regulatory inquiry targets an industry sector: should you buy shares that react badly, wait for things to settle – or even sell? Such a tactical challenge is in focus after the Competition & Markets Authority (CMA) launched a formal investigation earlier this month into the veterinary sector, a £2bn industry. A review initiated last September now cites “multiple concerns”, as if baring teeth.
Stockwatch: what I’d do as crunch time approaches for Direct Line

Mar 22, 2024 | ii.co.uk | Edmond Jackson

Since I maintained a “buy” case for Direct Line Insurance Group (LSE:DLG) at 204p on 1 March after a bid approach from Belgian insurer Ageas SA/ NV (EURONEXT:AGS), I am forced to reconsider my stance following a second “possible” offer and release of the 2023 results yesterday. The share price initially rose from about 212p to near 220p, but as views began to differ it closed flat. What to do then, if Ageas backs off and – in the absence of any rival approach – the shares were to drop?
Stockwatch: is it time to buy Vodafone shares?

Mar 19, 2024 | ii.co.uk | Edmond Jackson

Share trading by a chief financial officer (CFO) can be the most pertinent to watch given they are closest to company finances, and not being as well paid as a CEO, may mean exercising greater care. Many director dealings announcements nowadays involve non-executive directors given executives have substantial share option schemes, although such purchases can be to comply with contractual obligations that they hold a certain amount of shares rather than a reaction to value offered.