In Simon Thompson’s column today he highlights a cash-rich insurance sector investment company trading on an unwarranted share price discount to net asset value; a corporate broker in recovery mode and offering prospects for chunky dividends; a leading provider of collateral management and regulatory reporting software that has just smashed analysts expectations; and a construction and land development company rated on a deep discount to sum-of-the-parts valuations.
This week’s Portfolio Clinic features a reader in 70’s who has substantial cash holdings but is wondering whether the portfolio put together for her by an adviser is a high cost means of achieving low risk diversification. Find out what our experts made of her investments and feel free to leave your own comments here.
Tomorrow sees the IPO of logistics specialist Eddie Stobart, backed by a host of institutional investors including Woodford Asset Management and valued at north of £570m. Alex Newman has assessed the company’s prospects.
