[ad_1] Image source: Getty Images Despite its surge to record highs, the FTSE 100 remains jam-packed with brilliant bargain shares. Here are two I think demand serious consideration from value investors. Going for gold Choppy gold prices have caused investors to reevaluate the investment potential of precious metals stocks. Bullion values are still up 73% on a 12-month basis. But they could drop sharply again if profit taking resumes, driving gold shares lower again. On balance, though, I’m optimistic the yellow metal’s multi-year bull run remains intact. As a result, I think miners like Fresnillo (LSE:FRES) will keep on climbing.…
Author: user
[ad_1] Image source: Getty Images A lot of old school UK shares have performed well in recent weeks. For example, names like Tesco (LSE: TSCO), BP, and Rio Tinto have soared. Looking ahead, I wouldn’t be surprised to see these kinds of stocks command higher valuations. Because right now, there’s a powerful shift in the market that’s resulting in old school stock market names gaining a lot more interest. AI resilience could attract more investors The shift I’m referring to is stemming from the disruptive potential of artificial intelligence (AI). Recently, it’s become clear this technology’s going to disrupt a…
[ad_1] Image source: Getty Images A 7% fall since the start of the year for Amazon (NASDAQ:AMZN) shares puts the stock in uncharted territory. Specifically, it’s trading at its lowest valuation multiple of the last 10 years. The stock market is concerned about the implications of the firm’s spending plans. But investors who think the stock is never cheap might have their best buying opportunity in the last decade Valuation Amazon shares currently trade at a price-to-earnings (P/E) ratio of around 29. That’s not particularly low, but this isn’t the best multiple to use for investors looking to value the…
[ad_1] Image source: Getty Images Greggs‘ (LSE:GRG) shareholders can’t seem to catch a break as the stock dropped almost 5% in the FTSE 250 today (9 February). This takes the fall since May to 26%, and the 18-month decline to 50%. The food-on-the-go retailer doesn’t report its full-year results for 2025 until March. So what’s going on here? Broker downgrade When we think about disruption, it’s often in relation to tech stocks and artificial intelligence (AI). It’s when a new technology or changing consumer behaviour hurts or threatens an existing business. Recently, we’ve had lots of UK stocks sell off…
[ad_1] A culture war has erupted in the streets of America. Or, more precisely, on the streets, where cities are ripping out their rainbow crosswalks in response to federal direction to remove “political” artwork from roads.The directive came down on July 1 in a memo to state governors from U.S. Secretary of Transportation Sean Duffy. Ostensibly focused on safety, the letter advocated for “consistent and recognizable traffic control devices including crosswalk and intersection markings.” Any impression of cultural neutrality was quickly negated by the accompanying tweet:Taxpayers expect their dollars to fund safe streets, not rainbow crosswalks. Political banners have no…
[ad_1] Image source: Getty Images NatWest (LSE: NWG) shares are the biggest faller on the FTSE 100 this morning (9 February), down almost 5% as I write this. Lloyds Banking Group (LSE: LLOY) is next, down almost 2%. That’s despite a generally positive start for the blue-chip index. This isn’t the first time these UK-focused banks have taken a knock in recent days. They fell 6% and 5.6%, respectively, on 5 February. What’s going on? Shares go up and down all the time, and these aren’t exactly earth-shattering moves. Long-term investors won’t be complaining. NatWest shares are up almost 50%…
[ad_1] Image source: Getty Images A £10,000 investment in Microsoft (NASDAQ:MSFT) shares from February 2016 is now worth £72,815. That’s an outstanding result and it doesn’t even include the dividends. Ten years ago, the stock was trading at an unusual discount because the company was in the early stages of a major technological transition. Sound familiar? Cloud Back in 2016, Microsoft shares were trading at some unusually low valuation multiples. The stock reached a price-to-earnings (P/E) ratio of 18 and a price-to-book (P/B) ratio of 5. The reason is that the company was going through a major shift in the…
[ad_1] Image source: BT Group plc BT’s (LSE: BT.A) share price looks increasingly disconnected from its medium‑term earnings growth outlook, in my view. The market is still trading on the short‑term optics of heavy fibre capex, regulatory noise and muted consumer demand. Yet the long‑term cash‑generation story is strengthening. As the fibre build peaks, capex intensity falls and Openreach’s footprint expands, BT’s earnings profile should improve materially. And I believe this will power its share price much higher. So, how high can it go? Earnings growth potential The consensus forecast of analysts is that BT’s earnings (‘profits’) will grow by…
[ad_1] Image source: Getty Images It has been a volatile start to 2026 for Nvidia (NASDAQ:NVDA) shares. Last Friday (6 February), they rocketed almost 8% higher on the day. However, the stock has also been caught up in the broader AI sector wobble in recent weeks. Here’s what £5k from the start of January would currently be worth, and where I think the direction of travel is going forward. Comparing figures Nvidia started the year at $188.85. It closed Friday at $185.41, meaning it has fallen 1.8%. On £5k, this translates to an unrealised loss of £90, making the investment…
[ad_1] Image source: Getty Images The S&P 500 might be little changed so far in 2026, but certain companies within the index are already doing either very well or very badly. One stock is leading the charge, up 157% already this year. It’s capturing a lot of investors’ attention, with some seeing it as a no-brainer purchase right now. But is it really that simple? A hyper-growth firm I’m referring to SanDisk Corp (NASDAQ:SNDK). It’s a US tech company focused on flash memory storage solutions. On the face of it, that might not sound that exciting (or relevant). However, its…