Category Archives for "Food Retailers"

Wazzup – 24rd May 2017

  Marks & Spencer Plc – FY17 results:  –  fortunately markets liked the results (+1.5% to 393.4p close), although beyond the 6% OpFCF yield and big dividend there wasn’t much to get too excited about. Having tucked away over £600m in ‘exceptional’ charges over the last couple of years on everything from ‘onerous leases’ to […]

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Marks & Spencer – remaining in the GrowthRater portfolio, but what about the other two?

Marks & Spencer: getting closer to delivering the growth being priced into the stock, with speculative bid/mgt recovery thrown in for free! I added this stock it to my portfolio last summer and the stabilisation in revenues, particularly in Clothing & Home in Thursday’s (12 Jan 2017) Q3 sales IMS continues to support that decision. […]

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Spinmeisters in an age of algorithmic trading

When over three quarters of equity trading volume is driven by algorithmic trading, who do you think company press releases are increasingly being written for? If you want your news item or blog to even get ranked you need to follow the SEO rules. If you want the algo bot that is going to decide […]

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Kraft Heinz deferred tax liabilities – nerdy issue, but it could cost you

Having paid up for Kraft Foods, the newly merged Kraft Heinz will need to not only over-deliver on its $1.5bn of projected cost savings by 2017, but also to exploit a network effect (leveraging Kraft brands through Heinz’s stronger international footprint) to kick-start what has been lacklustre individual organic revenue performances for both groups. While […]

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