[ad_1] Image source: Getty Images Diageo (LSE:DGE) shares now trade around 1,685p, a level last seen more than a decade ago and less than half their early-2022 peak. With costs being cut and the portfolio reshaped, the key issue is whether the company can stage a meaningful recovery. Cyclical pressures dominate Two words sum up Diageo shares: falling knife. Yet I continue to believe that much of the weakness in its core markets reflects temporary post-Covid disruptions, not a permanent industry shift. In the aftermath of Covid, inventory levels swelled as distributors anticipated strong demand for premium spirits once lockdowns…
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[ad_1] Image source: Rolls-Royce Holdings plc Rolls-Royce‘s (LSE:RR.) share price has been a revelation. Dividends are back with a bang too after being dropped during 2020. So how long can the FTSE 100 engineer continue to outperform? During the past 12 months, Rolls-Royce shares have risen a stunning 102.9% in value. With a 0.8% trailing dividend yield added in, the total return improves to 103.7%. That’s almost five times the broader FTSE 100’s total return of 21%. And it would have turned a £10,000 investment into £20,370. This is no one-off fluke. Rolls’ share price has surged 1,217% over the…
[ad_1] Image source: Getty Images FTSE 100 income stocks that offer dependable, long‑term dividends are not always easy to find. But this one stands out to me. Its dividend profile looks reassuringly strong, supported by a business steadily building the earnings base needed for sustainable future payouts. So, how much could investors seeking high, steady income realistically expect to make from its dividends alone? Strong forecast earnings growth Any company’s dividends and share price are ultimately powered by its earnings (or ‘profits’) growth. A risk for investment giant M&G (LSE: MNG) is a sustained period of extreme volatility in the…
[ad_1] Image source: Getty Images BAE Systems (LSE: BA) share price has emerged as one of the clearest beneficiaries of the global shift towards higher defence spending. This pivot is most visible in non-US NATO members’ commitment to more than double their defence budgets. This is a multi-decade structural transformation to create a long-term deterrent against future aggressors, not a temporary wartime spike. BAE Systems is Europe’s largest defence contractor, and the world’s sixth‑largest, so it sits at the centre of this transition. This is not about ‘benefitting from war’ — quite the opposite. I see it as part of…
[ad_1] Every time a snow storm hits my city, I shovel the sidewalk in front of my home.I don’t do this because I’m legally required to; the chances that the local government would fine me for failing to do it are near zero, even if one of my neighbors is forced to walk in the driving lane and gets killed. I don’t do this because of social pressure; most of my neighbors don’t shovel their walks at all, which is why I usually take a few extra minutes to plow at least a narrow strip in front of their homes,…
[ad_1] Image source: Getty Images FTSE 250 investment giant Aberdeen (LSE: ABDN) has paid the same high dividend, generating a very strong yield for the past five years. And analysts forecast it will do the same for at least the next three. These projections look well supported to me by a reorganisation programme that continues to show real traction. So, how much dividend income can I make going forward? Earnings growth momentum The reorganisation plan followed its demotion from the FTSE 100 in September 2023. It involved delivering at least £150m of cost savings to reshape the group’s core operations. This…
[ad_1] Image source: Getty Images Lloyds’ (LSE: LLOY) share price sits around an 18-year high, yet there may still be further major gains ahead. This is because price and value are different things when it comes to shares. Price is just a function of market supply and demand for a stock at any given time. But value reflects the true worth of the underlying business’s fundamentals. As legendary investor Warren Buffett put it: “Price is what you pay; value is what you get.” He also urged investors to focus on companies whose value exceeds their price. So, how much are…
[ad_1] Image source: Rolls-Royce plc Rolls-Royce (LSE:RR) shares don’t exactly look cheap these days. The stock’s been the FTSE 100’s leading light, but a good amount of this has been driven by valuation multiples increasing. So far though, this hasn’t really slowed the share price – it’s still up 110% in the last 12 months. So the big question is, why should anyone care if the stock looks expensive? Looks expensive… Officially, Rolls-Royce shares trade at a price-to-earnings (P/E) ratio of around 18, which isn’t particularly high. But this is probably the wrong number for investors to use going forward.…
[ad_1] Image source: Getty Images FTSE 100 drinks giant Diageo (LSE:DGE) has seen its share price perform miserably over the past few years. Since reaching its post-pandemic peak in December 2021, it’s fallen around 60%. But with a new boss at the helm, will the group’s results start to show that its turnaround strategy is working? What’s more, could the drinks giant be one of the UK’s top recovery stocks in 2026? Let’s see. What’s going on? Diageo’s woes appear to be linked to a change in drinking habits. After Covid, when people started going out and about again, the…
[ad_1] Image source: Getty Images Rolls-Royce shares are up 104% in the past year. The business is one of the top-performing stocks in the FTSE 100 over this period. However, some are concerned about the high valuation and whether there’s much potential for further gains in 2026. When looking for alternatives, I came across one that I think could do really well. Show me the MONY I’m talking about MONY Group (LSE:MONY). The stock’s up a modest 2% in the past year. This represents the first reason why I think it could do better than Rolls-Royce. It’s a company that…