Our insights

Prospects

Spring Issue Thirty

In this issue

We met the companies below and you can learn more on any of these by contacting the person at JM Finn with whom you usually deal.

The most commonly used multiplier model is the price- to-earnings (P/E) multiple. Very simply, a company with a high P/E may be considered overvalued when measured relative to peers. There are many…

Art has always been at the centre of my life for as long as I can remember. My father is an avid art collector and my mother was a successful interior designer so inevitably growing up we were…

It is this that drives our many partnerships such as with the Royal Academy and Surrey County Cricket and we work hard to deliver something that will appeal to a wide range of our clients allowing…

Yet, Google remains Alphabet’s beating heart. Google is not just the go-to search engine used for internet search; it is Alphabet’s profit centre - the pump that primes Alphabet’s Other Bets.Google is…

It is a natural tendency for all of us to invest predominantly in companies active in our home country or the industry we work in. Unfortunately, this tendency can lead to portfolios that are not…

Before I proceed I must admit that 1) I am from the self- righteous millennial generation; 2) I probably do follow the irritatingly named ‘flexitarian’ diet and 3) I have had a flat white with oat…

A repurchase agreement is often called a “repo” and is essentially a short-term secured loan. The repo market enables banks to manage their short term liquidity needs. It generally works by one bank…

The universe of investable funds to a UK investor is enormous and identifying the correct one that will fit within a portfolio designed to meet a client’s specific investment mandate would be too…

Maybe you have considered giving away your home or a share of it to your children? Whether to reduce your estate for inheritance tax planning or concerns about possible care fees, Debbie Gale of TLT…

It is well known that making a Will is an extremely integral part of Inheritance Tax planning, and by doing so, and keeping it up to date to reflect one’s ongoing wishes, this will ensure that as much…

We will of course  find out more about the government’s spending plans during the budget.The (very) new Chancellor, with nearly five years to go before the next election and a good majority, has a…

It’s never been more important to start investing early. And this is particularly important if you’re a young woman as you don’t want to have regrets as you get older.

Equity prospects

01.

Tobacco companies have historically shown themselves capable of withstanding everything regulators have thrown at them. In fact the barriers to entry are so high that incumbents are able to put…

02.

Disney makes and sells films as well as running its Parks & Resorts division. Disney also own a variety of other TV and film production businesses, including ESPN (sports), Hulu and Hotstar as well as…

03.

Big Yellow is a UK listed Real Estate Investment Trust (REIT) and a constituent of the FTSE 250 Index. Its REIT structure means it is required to pay out the majority of its property rental income…

04.

There is not a more formidable e-commerce business than Amazon. It has slain countless retailers, moved into multiple product categories and is increasingly seeing off even online native businesses…

Spring Issue Thirty