The last few weeks have seen a flood of company news hit the markets, as earnings season cranks into life. Several of the stocks in the SIF portfolio have been affected, some positively and some less so.
This week we’ll see how that news has affected the outlook for two of these shares, consumer goods group McBride and education services firm RM.
As it’s the last week of the month, I’ll be reviewing all of the stocks which have been in the portfolio for nine months or longer:
Housebuilder RedrowConsumer goods maker McBrideEducation software and services firm RMFTSE 100 defence group BAE SystemsHere’s how these four firms have shaped up during their time in the portfolio:It’s a pretty mixed picture. So let’s drill down and take a closer look. Which of these stocks will remain in the portfolio for February?
Redrow
Housebuilder Redrow is up 26% plus dividends after 10 months. The shares have slipped back a little since December’s review, but this stock remains a strong contributor.
It’s not clear to me how likely further gains are, but profit forecasts for the year are bullish,…
Disclaimer: Please note all prices are for information only, they should not be relied upon for accuracy or trading. All prices quotes are based on CFD prices and are similar though not always identical to real exchange prices. STOCKTRKR or anybody connected with STOCKTRKR will not accept any liability for loss or damage arising from use of any information/commentary/charts or articles which is provided 'as is' for educational purposes only, nothing contained on this website should be considered as investment advice - please seek proper investment advice from registered financial broker or institution if you wish to trade on global markets and ensure you are familiar with the risks.
