By Paul Sheehan, a fund manager at Jupiter There are several reasons I am cautiously optimistic ...
By Paul Sheehan, a fund manager at Jupiter There are several reasons I am cautiously optimistic on a stock-specific basis. Equities, for one, look cheap compared to bonds and valuations look attractive in some quarters. Yields are high, with around 40% of FTSE 100 stocks yielding more than cash and gilts. This is not to say all stocks on a decent yield represent good value. You need to examine whether the company has sufficient growth and capital to support or even grow the dividend. The latest reporting season has given the first small hints some companies may be about to ...
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