Taiwan Semiconductor Manufacturing Company (TW:2330), or TSMC, dominates a soon to be trillion-dollar global market, yet it commands a forward price/earnings (PE) ratio of just 13. This is ...

Alongside growth in the software and services reporting segment, the proportion of recurring or repeatable revenue could ...

IBM beat earnings, margins improved, but shares down 7 per cent after-hours. Today sees Alphabet, Intel Bristol-Myers, PepsiCo and Procter & Gamble report earnings. Alphabet is key – ad revenues and ...

Investment trust discounts as a whole have not widened, at least as things stand: the sector, excluding 3i Group (III), was trading at an average discount of 15 per cent as at 16 April, roughly in ...

The other source of reassurance is in the portfolio’s investing style. In a world of US exceptionalism and turbocharged capital growth, dividends could be dismissed as a relic. But in moments of ...

Ongoing investment in new capacity is also providing a strong tailwind, enabling the business to enhance operational efficiencies, margins and profits. For good measure, surplus land is being sold to ...

The approach involves paying out a percentage of portfolio net asset value (NAV) as income each year, allowing trusts to focus on total returns rather than solely holding high-yielding shares. It can ...

The investment is well worth making as the operational gearing means that cash profit could surge to £4.2mn on £4.6mn of ...

In the three months to March, total revenue dropped 9 per cent to $19.3bn (£14.5bn), driven by a 20 per cent drop in automotive revenue. Analyst consensus forecast was for $20.1bn in sales, according ...

Volatility is the last thing you want when you’re about to start spending your portfolio. Here’s how to minimise the impact ...

Leaving leisure aside, travel and the related business of experiences look to be having a purple patch. Even four years after ...

Simon also highlights many other investment approaches and stock screens he uses to identify small-cap companies with ...