Articles by: CHRIS BAILEY

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I am still more focused on a “hotly-debated Vegan Sausage Roll” than Greggs shares

Some good news and some less good news for easyJet (EZJ) today. Call me radical but I have booked an easyJet flight for later this year, which is a tiny bit of positive news for its finance team. The less good financial news is that the company is going to have to “offer new and existing cabin crew a £1,000 bonus at the end of the summer holiday season, as airlines battle to retain and recruit staff”. Frankly though, a bit like any company, if it doesn’t have happy and motivated staff it will ultimately struggle. I remain a fan despite a lower share price this morning. And what about Greggs (GRG), which published a trading update this morning? After all a couple of months ago I asked the question “At what share price will I want more than just a vegan sausage roll from Greggs?”...

By Chris Bailey
2022-05-16 09:44:00

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If you do see BT Group’s share price above two quid…you still know what to do

Back in February I concluded about Hargreaves Lansdown (HL.) that it was an “absolutely fine company to use if you are an investor, but in my opinion you do not need to buy its shares…carry on avoiding…”. The share back then was about 1100p and today it is below 850p, i.e. levels last seen back in 2013. Spot the rationale for this with revenue falling in an investment market that is unsurprisingly more and more competitive. I will have another look after its full year results in early August, but would still avoid the shares at least until then. Meanwhile, how am I feeling about BT Group (BT.A) shares after the publishing of its full year numbers earlier today?…

By Chris Bailey
2022-05-12 12:05:54

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Despite the upcoming Love Island series and the launch of ITVX, ITV shares remain a yawn for me

It is now over a year since I wrote about ITV plc (ITV). I am trying to think if I have watched the channel since then but certainly, judging by the over 40% share price fall since, it was wise to observe last May that “if you don’t own it…you can chill…overall like the majority of TV in my opinion a bit of a yawn”. Have I changed my mind at any level today?

By Chris Bailey
2022-05-11 11:14:37

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Good news - I guess - for boring investors via 3i Infrastructure

You can invest in many different sectors apart from equities, bonds and cash. For myself I like having some gold exposure too, but you can also have (I guess) bitcoin or hedge funds, a second or third home, artwork, green investment angles or infrastructure exposure. The latter is worthy and reasonable but, let’s face it, a bit boring. Nevertheless I am sure a few of you are big fans of 3i Infrastructure (3IN) with its (oh so excitable) aim to “invest responsibly in infrastructure, delivering long-term sustainable returns to shareholders and having a positive impact on our portfolio companies and their stakeholders”...

By Chris Bailey
2022-05-10 14:01:19

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The Rightmove CEO is wise to exit stage left after over 16 years

You all know how to think about Rightmove (RMV). As noted here in February, the average person seems to love checking out what the latest property price in their village or town might be. Even I have checked it out once or twice year-to-date (obviously purely for educational reasons). But I am not surprised that Rightmove’s shares are down 30% year-to-date and neither am I surprised that the stock is down 4% today…

By Chris Bailey
2022-05-09 10:42:35

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Despite today’s rising share price, my view is keep avoiding shares in Trainline

It is no surprise to see Mondi (MNDI) shares up over 6% today after its positive trading update out after the close yesterday. I am a bit of a fan of both Mondi and its rough peer DS Smith (SMDS) as mentioned about both of them back in March, but a FTSE 350 name I’ve not been a fan of is Trainline (TRN). So why has its full year numbers today pushed the shares up by nearly 5%?

By Chris Bailey
2022-05-05 10:54:33

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More challenges at Joules Group

Whilst Aston Martin Lagonda (AML) shareholders may be pleased that their shares are up over 6% today, it still remains a comedy investment. I am sure the cars are very nice but despite all the chat about 2022 guidance maintained and a “successfully launched DBX707 ahead of Q2 deliveries”, the reality is still centred on losses and higher net debt levels. It remains a car company controlled largely by the rich for the rich. Despite the wealth of its Chairman and the 92% share price fall since its most recent IPO in 2018, it remains an avoid for me (at many levels). So if fast and flashy cars are not really my thing, what about the “premium lifestyle brand and group with an authentic  heritage and values of family, fun and joy in the countryside” offering of Joules Group (JOUL)?.

By Chris Bailey
2022-05-04 11:54:59

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I continue to no longer recommend selling your FeverTree shares (although I still haven’t tried its products)

It is good to see UK markets opening again this morning. No doubt a few people are worried about higher Bank of England interest rates this week, but frankly I would worry more if it did not raise interest rates (as that would tell you it feared the likelihood of a recession too). Meantime, elsewhere I note that there is an upcoming change at FeverTree (FEVR)...

By Chris Bailey
2022-05-03 12:01:48

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Earnings season fun with updates from DS Smith, J Sainsbury and Whitbread

Another busy Thursday during the global corporate earnings season. Three names are of particular interest to me today…

By Chris Bailey
2022-04-28 12:35:58

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When was the last time you went to a WH Smith store?

I will have a listen later to the quarterly call from GlaxoSmithKline (GSK) following its first quarter numbers today. The numbers were fine and specifically mentioned the good performance of its pharmaceutical business ahead of the proposed demerger in July. I wrote about all this a couple of months ago and my advice remains to stay a holder here and make a call whether to retain one or both on the demerger in a few months time. If only all investments were as straightforward as the last 15 months in GlaxoSmithKline. And talking about more complex investments brings us to WH Smith (SMWH)...

By Chris Bailey
2022-04-27 11:03:57

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