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Stock selection is always fun – Reckitt, Whitbread & Essentra

By Chris Bailey | Tuesday 26 October 2021


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.


Like the complete weirdo I am, I do like doing a bit of sector research now and again. I do find it strange that whilst fundamental caution towards fixed income markets still makes a lot of sense, technical (rather than fundamental) bullishness for equity markets seems to have become more important. Typically active management and fundamental investment rationales are akin to one another, as is passive management and technical investment preferences. And then I read that more investors now believe that the S&P 500 – by the end of the year – will not only hit a number of all-time highs above the level achieved in 2017 (62 all-time highs) but also the all-time high of 77 achieved in 1995. No doubt too many of such people are overly excited by Tesla’s market cap reaching $1 trillion and tripling this (or more!) by the end of the decade. As if. Anyhow, back onto stocks I really care about. Three names my pension fund owns have reported today and – very nicely – all are doing rather well (and I think there is more to come).

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