Currency movements haven't helped the Fantasy Sipp portfolio, which includes US companies and UK-listed dollar earners. The pound has risen against the US dollar on hopes of a Brexit breakthrough, which has a translation effect on the value of shares and company profits. However, the Fantasy Sipp selects companies with the hallmarks of quality as long-term holds and when it comes to exchange rates, you have to take the rough with the smooth.
In this week's round-up I give careful consideration to a couple of companies that come close to my quality criteria and assess where they might have scope to surprise or disappoint. I also give my take on interesting developments at Domino's Pizza (DOM) and WH Smith (SMWH).
