Whitbread Q1 trading update confirms solid start to year – remains in the GrowthRater portfolio The recent consumption data for May from VISA that I highlighted earlier in the month which showed a relatively buoyant YoY growth in expenditure of +3.3% for Hotels, Restaurants and Bars was also reflected in Whitbread’s Q1 trading update. While […]
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PPG (ppg) – Third time lucky for Akzo? PPG returns with further concessions and an increased offer worth €96.75 per Akzo ord Nielsen (nlsn) – Q1 FY17 results: US retail measurement continues to drag down the averages. Whitbread (wtb_l) – FY17 results: A cautious outlook statement blights a solid historic trading performance PPG […]
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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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‘Black Wednesday’ may have seemed pretty bleak at the time, but the over 12% decline in Sterling that accompanied our ejection from the ERM provided the stimulus to what subsequently became a boom that lasted to 2008. Looking at the carnage in the equity and fx markets immediately following the Brexit referendum result last Friday […]
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