Author: user

Image source: Getty Images Most investors shun risky penny stocks in favour of established mega-cap companies. I do the same, with one exception. And that exception has been doing rather well recently. Pedal to the floor AI-powered driver-monitoring system specialist Seeing Machines (LSE: SEE) has been moving through the gears in recent months. In fact, the share price has now climbed over 80% since May. Sure, some of this momentum might be down to markets having a seriously good year. But there have been a few other developments that seem to have brought out the buyers. For one, the European…

Read More

Image source: Getty Images What is the biggest-yielding income share in the FTSE 100 index? On paper, it is ad group WPP, with its 10.3% yield. But WPP has signalled a reduction in its dividend. That means that the biggest forward dividend yield of any FTSE 100 share is the 9.2% offered by Legal & General (LSE: LGEN). Could it be headed for a cut too? Or might this be a high-yield bargain for investors to consider? No dividend is ever guaranteed WPP’s story is a sadly familiar one. Its industry has been going through a challenging period and profits…

Read More

Image source: Getty Images AI-bubble chatter is getting hard to ignore. Even industry heavyweights – Sam Altman, Jeff Bezos, Mark Zuckerberg – are sounding cautious. So where does that leave ordinary investors trying to make sense of today’s market? For me, the answer lies in looking beyond the obvious. AI expenditure It’s impossible to pin down the exact amount Microsoft, Meta, and the other hyperscalers are spending on AI. But we do know it already runs into the hundreds of billions – and it’s still accelerating at a record pace. History tells us this pattern isn’t unusual. Whenever a breakthrough…

Read More

Image source: Getty Images When it comes to growth stocks, it can pay to back companies that operate in industries that have huge market growth potential. It doesn’t always pay off but think about those who identified online shopping as a promising, high-growth industry 20 years ago and invested $5,000 in Amazon – that investment would now be worth about $480,000. Wondering what the next blockbuster growth industry is? It may be hiding in plain sight… This industry could be worth trillions Today, there’s an exciting new growth industry that’s beginning to emerge and that’s humanoid robots. These are robots…

Read More

Image source: Getty Images NatWest (LSE: NWG) shares have had a blistering run, up more than 50% in the last year and 250% in five years. Long-term investors will be sitting on sizeable profits, even after the recent FTSE 100 wobble. That’s the magic of owning individual stocks. Get it right and they can really motor. The Barclays share price has done pretty well too, up almost 60% over 12 months and 200% across five years. Lloyds Banking Group is also up 60% in a year, and 155% over five. In every case, dividends are on top. After years of slogging through…

Read More

Image source: Getty Images FirstGroup (LSE: FGP) looked like a FTSE 250 growth darling, gaining 25% so far in 2025 — at least until close on Tuesday (17 November). Then the transport company released first-half results on Wednesday and the FirstGroup share price slumped 14% in morning trading. Optimism had been high after June’s FY results gave the share price a boost. So what went wrong? And do we now have a buying opportunity? First half Results for the half came in ahead of expectations, boosted by acquisitions. Adjusted operating profit reached £103.6m, up from £100.8m in the same period…

Read More

Image source: Getty Images No dividend is ever guaranteed to last. Many investors know that in theory but sometimes have an overly optimistic view of what might actually happen in practice. Back in 2020, shareholders in Imperial Brands (LSE: IMB) learnt the hard way, when the tobacco company slashed its payout per share. Since then, it has been growing. The company’s interim results announcement Tuesday (18 November) included a 4.5% increase in the interim dividend per share. That is in line with Imperial Brands’ stated goal of growing its dividend annually. How long could that last? A business with a…

Read More

Image source: Getty Images The ICG (LSE: ICG) share price jumped 11% in early trading Tuesday (18 November). It’s back around a 7% rise at the time of writing, but still spearheading the FTSE 100. It comes after the company formerly known as Intermediate Capital Group posted two items of news. One is a first-half results update, which I’ll come back to shortly. In the other, ICG announced a new partnership with French asset manager Amundi. It’s “to develop private markets products managed by ICG and distributed by Amundi targeted at wealth investors“. 10-year deal The agreement starts with an…

Read More

Image source: Getty Images Vodafone’s (LSE: VOD) 8% share price jump on the back of its 11 November H1 2025/26 results looked well-founded to me. And it is still around levels not seen since May 2023. That said, I believe there remains a major gap between the stock’s price and its value. And in my experience, all asset prices tend to converge to their ‘fair value’ over the long term. So, how much exactly is this gap? What’s the stock’s true worth? There can often be a big difference between a company’s share price and the value of that stock.…

Read More

Image source: Getty Images The Imperial Brands (LSE: IMB) share price has climbed 26% so far in 2025. And it got a boost of another couple of percent Tuesday morning (18 November) on the back of full-year results. The shares have doubled in price over the past five years… that’s impressive for a company in a business that’s allegedly dying out. The latest update shows no signs of impending demise, telling us that “strong operational momentum has delivered further broad-based growth and enabled increased shareholder returns, creating a strong platform for ongoing value creation over the next five years“. Reported…

Read More