The Royal Mail (RMG), with us for more than 500 years, is loved and disliked by the UK public in equal measure. In the UK, it is a business clearly in need of modernisation that generates margins of only a little over 5 per cent. The European arm (more a …
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FTSE falls as Omicron concerns grow The increasingly bleak mood music around the sheer scale of the wave of Omicron infections washing across the UK has hit sentiment hard at the start of the last trading week before the Christmas holiday. The FTSE100 shed more than 2 per cent in …
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Automation increasing rapidly Recovery in GLS B2B parcel business Comparisons, as they say, are odious. That certainly applies where Royal Mail (RMG) is concerned. Domestic parcel volumes have risen by a third on pre-pandemic levels, so it’s difficult to arrive at a like-for-like measure. The real questions are how the privatised …
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My Monsters of Momentum screen has delivered a fivefold return over 11 years A strong 12-month performance despite whipsawing momentum trends 25 new monsters unleashed for the next 12 months Momentum investors have had a bit of a whipsaw year and a little bit. Momentum works by hopping on hot trends …
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Momentum investing has done badly recently, raising the possibility that investors have finally wised up to it Defensive investing does well over time; high-beta investing does not Have investors wised up? This is the question posed by the recent underperformance of my momentum portfolio, which comprises the 20 shares that …
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Can Royal Mail keep delivering? Down in the dumps 12 months ago, the momentum behind Royal Mail's share price recovery has been quite something. Source link
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Clipper’s shares are likely to have further to run Demand will grow with shift to e-commerce IC TIP: Buy at 595p Bull points Structural shift to e-commerce Market leading position Analyst upgrades Fund manager pick Bear points Low margins Cyclical exposure Clipper Logistics (CLG) specialises in ‘value-added’ logistics for the …
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Royal Mail Group is the only FTSE All Share company to pass 8/8 momentum tests. Top-ranking companies on Aim are forward-looking businesses positioned for growth trends. Despite some recent delivery set-backs due to Covid-related staffing issues, investors seem to be buying into the longer-term story for Royal Mail (RMG). The …
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I have frequently been struck this year by how many times Amazon appeared in the magazine index – usually multiple mentions per issue, in every issue (including this one). It has been a similar story for other Faang stocks – or Fanmags as we should now call them – a clear …
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