Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
It has been a great last year for my investment in Aviva (AV.), shares in which have risen from just over 250p to above 400p in the last month or so. Certainly my view back in February was that the sale of its business in France, Poland, Italy and part of Asia struck me as a very sensible move. The completion of these deals is still set for later in the year – along with the anticipated return of capital. Elsewhere, ‘our positive trading performance in the first quarter of 2021 reinforces our confidence in the targets we announced earlier in the year…we still have much more to do, to deliver stronger returns for our shareholders’, which sounds like good movement.