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Why FTSE 100 stocks such as GSK and Vodafone are always worth thinking about (but only one of them is a buy today)

Many, many years ago, I remember somebody saying to me that investing in FTSE 100 stocks was pointless as “everything is priced in very efficiently”. What utter rubbish (as I told them at the time). Whilst the world of large cap stocks is covered by more analysts and mentioned more frequently by the press and financial TV, there are still plenty of opportunities to materially beat the index. And that is why today’s updates from both Vodafone (VOD) and (the previously named GlaxoSmithKline) GSK plc (GSK) are worth (at least) thinking about.

NEWSFLOW

#GSK – 2022 adj. EPS up to 139.7p, 2023 outlook includes still expected dividend per share of 56.5p

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Should you be the CFO of Burberry or GSK?

Two stocks I do own in my pension fund portfolio are Burberry (BRBY) and GSK plc (GSK) but I see there has been a little bit of interesting interaction news between the two FTSE-100 names...  

NEWSFLOW

#GSK – first scheduled Zantac trial Notice of Voluntary Dismissal to be filed, “will continue to defend all claims vigorously”

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#GSK – argues U.S. Zantac litigation “inconsistent with the scientific consensus”, “will vigorously defend all claims”

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GSK: half-year update - what now after consumer health business demerger?

GSK plc (GSK) has announced a “slightly better than expected” first-half performance, and the shares have responded up to 1755.8p.

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#GSK – 4 for 5 share consolidation following demerger of consumer healthcare business Haleon (#HLN)

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Don’t panic GSK shareholders! Meanwhile Direct Line Insurance remains a recent comedy

A forgotten previously announced spin-off causes a huge panic among even professional investors. Many, many years ago that was me (until my then boss reminded me of the spin-off which explained the halving of a particular share price). So, if - like me - you are a bit of a GSK (GSK) share price fan over the last eighteen months, then chill out.

NEWSFLOW

#GSK – demerger of consumer healthcare business Haleon (#HLN), to be a GSK share consolidation

NEWSFLOW

#GSK – agreement to acquire Affinivax, Inc. for $2.1bn and up to $1.2bn for potential development milestones