Tag Archives for " Whitbread "

Whitbread continues to deliver the goods

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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Wazzup? – 25th April 2017

  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 – 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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Remember ‘Black Wednesday’? 3 stocks added to the GrowthRater model portfolio

‘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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