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DMGT – added to GrowthRater model portfolio at 704p

DMGT – added to GrowthRater model portfolio at 704p The shares have been off my radar over the last couple of years after having broken above the top of my GrowthRating range (of +2.6-4.1% CAGR) and as organic revenue momentum dropped below this as the structural decay in print advertising continued, falling oil prices impacted […]

GrowthRater model portfolio: Adding FedEx (FDX) at $143

If you’re looking for a US cyclical to rotate into after Yellen’s performance of ignoring all her own data and refusing to put up rates, then I think FedEx may not be a bad home and as a consequence we are adding this stock as a long to our model portfolio with the shares having […]

GrowthRater Model Portfolio: Closing long position on Pearson for +22% MoM gain

It may not be a surprise, but we use the GrowthRater system to manage a model portfolio of long and short positions which we will provide some more detail on once we can get out for under this barrage of company results. Needless to say, the criteria we use is to go long stocks that […]