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Tag: B&M
Investability portfolio update: a cruel April
The portfolios stood up relatively well in tough markets – but some holdings need slicing
I’m not sure why TS Eliot thought that April was the cruellest month. A Lloyds banker by trade, the poet will have been well aware that stock markets generally do quite well in April, and that it is only in May that investors should consider selling up and going away until the St Leger’s Day horse race in early September.
The Quality Shares Podcast episode 9: On Your Marks
Why Marks could be about to spark, while EV pretenders fizzle.
On this week’s Quality Shares podcast Phil and John discuss good news from the retail sector, and the difficulties investing in the nascent … Read more
Quality Shares Weekly: 10th September 2021
Phil's latest thoughts on the markets and updates from Belvoir, Michelmersh Brick, Dunelm, Frontier Developments, B&M and Secure Income Reit
Stock markets in general seem to have taken a pause for breath this week. After seemingly making effortless upwards progress throughout the summer, I get the impression that a more general mood of caution has set in.