Shares Soar on 'Light In the Tunnell' Assurance, but How Should We Play the End-of-Lockdown Prospect?

Hello, Share Crispers. With the markets closed it give me another chance to cheer up those who take part in our beautiful game. Though I expect you have higher hopes for your portfolio than you had two weeks ago. There’s light in the tunnel. The government health advisors tell us so. As I write, the Footsie is up 3.5% Here are some other reasons why our at least some of our shares could soon rise a lot more than that.

Tesco – every little bit of panic buying helps...

Full year results time at Tesco (TSCO). Normally it would all be about what it has achieved over the last fifty-two week period and whether things are getting slightly better or slightly worse, but you can guess the challenge of looking at the food retailer as its world rather changed at/around the balance sheet date of 29th February…

Tesco Sells Most During the Supermarket Rush Which Should Translate into a Bigger Share Price Later on

Hello, Share Bunnies. Previously, I've opined that supermarkets were among companies likely to see the biggest and fastest increase in share value once the crisis peaks. But one of them, in my humble opinion, might do better than the others. It’s already showing signs of benefitting most from all the extra buying. And it’s not just panic buying either, as people can no longer grab food in the street or visit pricey restaurants...

Tesco (#TSCO) – $10.6bn EV proposed sale of businesses in Thailand and Malaysia, intends “c.£5.0 billion” special dividend

Tesco (#TSCO) – to sell its 20% share in Chinese joint venture Gain Land to partner, net cash proceeds of c.£275m

Tesco (#TSCO) – 6 weeks to 4th Jan UK & ROI LFL sales +0.4%, overall group -0.8%

As Tesco Attracts Asia Interest, Shareholders Could Find the Situation Full of Eastern Promise

Hello, Share Sorters. This aging punter first bought his Tesco (TSCO) shares after reading that Brits spent £1 pound in every £7 of their income in its stores. It is still the biggest retailer in the UK. Too big to fail, I thought. Wrong!  Later, the shares fell like a mastodon from a New York skyscraper. I bought them at about 300p and they dropped to half that. But I never cut my losses because I thought that the company would get its act back on its feet one day...

Is the cash register set to ring big for Tesco?

Aside from the continued implosion at the correctly friendless Amigo Holdings (AMGO) which this morning has announced the departure (in 2020) of both the chair and the CEO...the most interesting of today's regulatory disclosures for me has to be Tesco (TSCO) noting that - following weekend press reports - it has 'commenced a review of the strategic options for its businesses in Thailand and Malaysia, including an evaluation of a possible sale of these businesses'…

Tesco (#TSCO) – “following inbound interest… has commenced a review of the strategic options for its businesses in Thailand and Malaysia”

Time to Sell Tesco, Mayhap, After a Good Run

Hello, Share Creepers. Tesco (TSCO) shares have bounded ahead this year. So I think I might sell my holding now. I was shopping in Morrison (MRW) yesterday - in which I also hold stock - and I found the shopping environment there rather better than my local Tesco branch...

Tesco (#TSCO) – H1 adj. EPS +50%, DPS +59%, CEO Dave Lewis resigns from next summer, to be succeeded by external appointment Ken Murphy

Tesco Barks Back, But It May Not Be Enough to Fight Off Rivals from Across the Sea

Hello, Share Fans. I don't know why I hang onto my Tesco (TSCO) shares. Maybe it’s because I dumped my Sainsbury (SBRY) stock and want to keep some kind of toehold in British supermarkets. And Tesco seems to be faring well among its British rivals when it comes to holding off the tough foreign competition.

Tesco (#TSCO) – Q1 LFL sales +0.2%, hindered by Central Europe -4.9%

Tesco (#TSCO) – Tesco Bank ceases new mortgage lending & “actively exploring options to sell its existing mortgage portfolio”

Tesco – all eyes on Welwyn Garden City in June!

When I last wrote up a set of numbers from Tesco (TSCO), I concluded that '240/250p is a fairer price for Tesco today and I have seen nothing from its results or those from its sector peers to dissuade me from this'. The short view would be this remains fully on track and my core view on the shares remains positive. Today's edging up of the shares (as I write) deeper into the 230s pence zone reflects this and tells me still to be long of the stock...

Tesco (#TSCO) – FY EPS +12%, DPS +92%, “comfortable with consensus profit expectations for 2019/20”

Tesco is talking sense on fresh food counters

I noted earlier in the month that Tesco (TSCO) was 'no longer on the ropes and is flexing its muscles'. I think the Sunday press story - which I see the company did not deny but did not offer further comment on - concerning 15,000 job cuts (c. 3% of its workforce) as it reconsiders the future of some fresh food counters and bakeries, is very consistent with this...

Tesco (#TSCO) – 6 weeks to 5th Jan Tesco UK LFL sales +2.2%, group +1.5%

This Week’s Trading Updates: Broker and Tipster Sentiment

It’s been a busy week in the markets, with a number of big names announcing their latest figures. In this week’s article, we cover broker and tipster reaction to a handful of trading updates that have attracted our attention over the last seven days.

Tesco - the good and bad news is that it is over the hump

Aside from a couple of brief comments on its new discount offering Jack's, the last time I wrote substantially on Tesco (TSCO) was six months ago - when I concluded that there was another leg in the share price to come, which duly resulted. But the wheels have come off the shares in the last couple of months. I still remain unconvinced by Jack's but in the wider scheme of things in the Tesco empire it is a rounding error. I think the real issue however is that Tesco is now no longer a recovery stock and - as we all know - it is easier to travel than arrive…