views

I am struggling to remember a Wednesday that was as busy for those of us interested in the world of analysis, fund management and macroeconomics matters over the twenty-six years since I started work, as was yesterday. It was all good fun, even if I ended my day listening to the Federal Reserve believing it was very good at looking after American inflation. More about stocks. Like the analytical weirdo I am, I love listening to at least one live conference call every business day. However yesterday, I lost count of the number of calls I listened to and there were a bunch I passed on because I knew I simply did not have time.  First up for me was Reckitt Benckiser (RKT), a company that I mentioned on Tuesday was far more interesting than Unilever (ULVR), which remains very clear after the former’s first half numbers.

NEWSFLOW

views

Hello Share Bunnies. This old punter has recommended you look at an ambitious outfit called Ibstock (IBST) before. But I think the case to buy is even stronger now. Ibstock makes bricks and brick-like things. And I can see you marvelling that I should support any company in the construction world. Nobody does that if a recession might be on the way, do they? So what’s going for Ibstock, then?

views

Hello Share Cheerers. A company in the brick trade I've commended before is flying higher than expected. Ibstock (IBST) makes bricks and other building blocks. And you would anticipate success in this continuing bull market for houses and flats.

NEWSFLOW

NEWSFLOW

views

Hello, Share Bashers. House builders have continued to see rising share prices on a generally moribund stock exchange. But you don't have to just invest in housebuilders to try to take advantage of this jolly situation. It might be worth looking at a company that makes the bricks.

views

I have written positively a number of times about Ibstock (IBST) - a ‘leading UK manufacturer of clay bricks and a diversified range of clay and concrete products’ - most recently in August. Back then I hoped for a 250p+ share price and that still made me a strong holder, but the share has moved down since to (today) just over 200p. An opportunity or a problem?

NEWSFLOW

views

Hello Share Tasters. The house building sector is perky. And that’s jolly news for Ibstock (IBST), the leading Leicester company that makes bricks. Trouble is raw materials are getting more expensive and transport costs are going up. However, if the house building market continues to strengthen, then customers for bricks aren’t going to mind paying extra.