Defensive stocks such as utility companies could become more popular over the medium term. Instability in North Korea may escalate in the coming months, and this may create an increasingly risk-off attitude among investors.
Higher inflation may also cause utility stocks to become more popular, with their high yields and bright dividend growth prospects having the potential to offer real returns. Within the sector, water service companies may outperform domestic energy peers due to their potentially lower level of political risk.
by Nick Sudbury| Funds|1 mins. to read Investing in turnaround plays can be a great way to generate market beating returns, as long as you can successfully identify which companies will be able to get themselves out of trouble.
by Evil Knievil| Evil Diaries|1 mins. to read Last Friday LSL (LON:LSL) took up c. 20% of Yopa for £20 million cash. Yopa is described as a hybrid online estate agent and, at first glance, looks identical to Purplebricks (LON:PURP) in that customers pay Yopa a fixed sum, win lose or draw. This suggests that PURP has a real business.
Material contained within Master Investor Magazine and its website is for general information purposes only and is not intended to be relied upon by individual readers in making (or refraining from making) any specific investment decisions. Master Investor Ltd. does not accept any liability for any losses suffered by any user as a result or any such decision.
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