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Author: jhughman

Invest-ability daily 06/10/21: Playing Putin’s Great Game

Why investors need to tread carefully in the energy markets

Photo by Ilse Driessen on Unsplash

It’s cold outside, and inside too, but given the goings on in the energy market I’m sticking to my jumpers-and-slippers strategy for the time … Read more

Author jhughmanPosted on October 6, 2021October 7, 2021Categories Daily EmailTags energy, gas

Invest-ability daily 05/10/21: Burning Facebook

Is Terry Smith about to be proved wrong on the social media giant?

Anti-social?

Apparently, Facebook and other apps owned by the social media giant suffered a major outage yesterday. I say apparently, because I was blissfully unaware of the … Read more

Author jhughmanPosted on October 5, 2021October 5, 2021Categories Daily EmailTags facebook, fundsmith, regulation, technology

Invest-ability daily 04/10/21: Supermarket Sweep

Why the Morrisons takeover might be the end of the road for grocery sector M&A

Photo by John Cameron on Unsplash

Supermarkets are topping the charts today as the end of the bidding war for WM Morrison sparked speculation as … Read more

Author jhughmanPosted on October 4, 2021October 4, 2021Categories Daily EmailTags aldi, grocery, lidl, morrison, private equity, sainsbury

The Quality Shares Podcast episode 3: Jumble Fever

Phil introduces the thinking behind his new cheap shares portfolio

Photo by Artem Beliaikin on Unsplash

On this week’s Quality Shares Podcast Phil Oakley and John Hughman discuss Phil’s new Jumble Sale portfolio and how targeting cheap shares could be … Read more

Author jhughmanPosted on October 1, 2021October 2, 2021Categories PodcastsTags cheap shares, inflation, next

Invest-ability daily 01/10/21: Rough and Jumble

Why investors should always keep an eye on unloved shares

Photo by Donatella D’Anniballe on Unsplash

So, it seems my fridge purchase has done little to help the cause of AO shareholders – its shares took a hefty plunge this … Read more

Author jhughmanPosted on October 1, 2021October 2, 2021Categories Daily EmailTags ao, carnival, esken, oil, ssp, travel

Invest-ability daily 30/09/21: If the boot fits

Should you give Dr Martens shares the boot?

Bank breaking

What do celebrities wear on their feet? Flick through any pap-mag and the answer would appear to be a pair of Dr Martens. The iconic brand made famous as the … Read more

Author jhughmanPosted on September 30, 2021October 1, 2021Categories Daily EmailTags dr martens, fashion, manufacturing

Invest-ability daily 29/09/21: Punch drunk

Taper talk wobbles the US market

Photo by Helena Yankovska on Unsplash

US markets took fright yesterday at the prospect of faster than expected monetary tightening by the Federal Reserve, with the S&P 500 down 2% and the Nasdaq nearly … Read more

Author jhughmanPosted on September 29, 2021October 2, 2021Categories Daily EmailTags federal reserve, interest rates, qe, taper

Invest-ability daily 28/09/21: Paper chase

Why the e-commerce boom isn’t necessarily good news for packaging producers Mondi and DS Smith

Box clever?

How much packaging does it take to deliver a pizza paddle? The answer, according to Amazon and as you can see above, is … Read more

Author jhughmanPosted on September 28, 2021October 2, 2021Categories Daily EmailTags amazon, ds smith, mondi, packaging, paper, waste

Invest-ability daily 27/09/21: Movie Magic?

Bond is back, but Cineworld’s shares are still too much of a cliffhanger

Photo by Maxim Tolchinskiy on Unsplash

If you hadn’t already noticed from the inclusion of Quality Tunes in our daily emails, I am a big music lover. … Read more

Author jhughmanPosted on September 27, 2021October 2, 2021Categories Daily EmailTags cinemas, cineworld, disney, entertainment, netflix, streaming

Invest-ability daily 24/09/21: Panic Stations

Why investors need to be on guard against sticky inflation

Panic at the pumps

When anyone in government publicly states that there’s no need to panic buy, as small business minister Paul Scully did this morning, you can be pretty … Read more

Author jhughmanPosted on September 24, 2021October 1, 2021Categories Daily EmailTags energy, inflation, operational gearing, petrol

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