In Simon Thompson’s column today, our stock picking expert sees recovery potential in two Aim-traded companies including a hotel operator trading on almost half book value and offering a 7 per plus dividend yield, and highlights bumper trading performances from a care home operator, an investor in high yielding property and a currency manager. Simon published his views on five property companies in yesterday’s column, and updated the list of share recommendations he has made this year including 45 small cap companies analysed in the past month alone.
Our resident economist Chris Dillow is back after a well earned break and he returns with this analysis on why all the indicators point towards a strengthening of sterling in the coming months. Find out if you agree with Chris here. In another analysis, Chris also finds reasons to be optimistic about retailers in an environment when many are writing them off as an investment.