UK 06:01 Tuesday, 20 October 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
Hello, Share Tasters. A company I’ve not covered lately because it fell on covid and has, so far, been slow to recover is ITV (ITV). I can see no obvious reason why this share has not rallied back to more normal levels. And I expect it to do so. Here are my reasons...
Hello Share Diviners. As I'm on my travels without my usual sources to hand, allow me to air some general views about why ITV (ITV) makes a reasonable subject for your consideration today...
To be fair to fully listed ITV (ITV) it has to be commended for this morning’s update at regards Covid-19 in much the same way as one should applaud the statement last week from Next (NXT) as Chris Bailey did. It should also be commended for chopping the FY dividend to conserve cash in this uncertain time – that is the responsible thing to do. But the shares have been marked down, suggesting there are problems – although as Chris Bailey points out, they are surely far less severe than at CEO Carolyn McCall’s old stamping ground over at Easyjet (EZJ)!
Hello, share diviners. A company I’ve sometimes commended on this splendid website has taken a hit from the coronavirus. Well, there are some events that nobody could expect to factor in. However, even if the virus stays a threat for much longer, which I venture to doubt, a TV company could benefit from everyone staying indoors...
Hello, Share Players. It’s becoming clearer that we are becoming a nation of heavy goggle box watchers. We always have been, but it’s getting worse. This could be to do with the disproportionate number of older people, many of whom are no longer fit enough to leave the sofa for very long. There is also the benefit that television programmes are improving. Compare the average crime drama of a few years ago to the whizz bang, better written, better acted and more lavishly staged shows that we enjoy now...
Hello, Share Minstrels. It’s not often we feature a momentum play on this scintillating website. That’s because my more learned colleagues quite rightly focus on balance sheets and other fundamental data to make their choices. They rarely consider only whether a share is actually going up or down. And maybe they’re right to leave an uptrend out of their considerations. After all, there are a lot of dozy traders in the world who can buy shares when they’re not worth it. However, the trend can be your friend...
Hello, Share Swipers. On reading my annual report of ITV (ITV) a few months ago, I noted that my former lodger, Sir Peter Bazalgette, the chairman, was puzzled by the low share price. I suppose he would say that, but I think he has a point...
Hello, Share Smashers. A former lodger of mine has gone on to big things. Peter Bazalgette was a mere BBC trainee when I put him up. His dry humour was to be marvelled at. Today, now Sir Peter, he is the chairman of ITV (ITV). He says in the annual report that the Footsie giant’s share price does not reflect its many achievements...
So after over six months of musing, the day has finally arrived. A strategic update from ITV (ITV), put together by newish CEO Carolyn McCall is, in summary, not really that radical or exciting. However I am perfectly happy with this and - as discussed at the time of my last write-up on the stock HERE - I think all this does is further embed the rationale for Liberty Media to buy this UK media name.
Hello, Share Shakers. Occasionally, on this stunning website, I make suggestions on shares not based on hard news. But which I feel will keep on rising merely because of a current trend. It might be one of the oldest cliches in the City book, but ‘the trend is your friend’ has always been my most reliable financial adage.
I’ve been wandering through my list of tasty-looking dividend plays identified HERE for further additions to my dividend muncher’s list. The first was BT (BT.A) which I bought at 225p and has since risen nicely to 241.5p. We’ll see how this plays out when its results are released early next month, but so far, so good. My second choice was Centrica (CAN), but I haven’t taken the plunge there yet. Working down my list of high yields, it has been too easy to rule out most of them but I alighted on ITV (ITV) and I wonder if now may prove a good time to climb on board.
Obviously great excitement at Bailey Towers today as Carolyn McCall hosted her first results presentation as CEO of ITV (ITV). I professed my attraction to her...management capabilities back in mid-November, when I observed that the bear case for the stock was overstated. Even though the shares have fallen back 5% today, we have lifted off that low point which is pleasing to see. So what's the tone of the update?
