M&S Archives - GrowthRater

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M&S – for once without the flannel

Being long into the M&S results, I was understandably happy to root for the old girl as she struggles to re-invent herself for the modern world. The numbers themselves were broadly as expected and while it was comforting to have the dividend not only held, but forecast to remain that way, I was never in […]

Wazzup – 11th July 2017

German specialist cooker manufacturer Rational took top honours today with its guidance upgrade as US chain sales continue to storm ahead while back in Brexitland, an underwhelming Q1 sales report from M&S and for Pearson a difficult attempted exit from its consumer book venture (PRH) did little to lift the gloom. . Rational – FY17 […]

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 […]

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. […]