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The best stocks to buy since 1993

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Growth Portfolio 3 - March '24

March 2024

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

  I've just received an email with the following message: “No bubbles please, we’re British. Record highs for everyone else - Tokyo, New York, Frankfurt, Paris.” But I believe the last four months have seen London starting to shift to a “risk-on.”  This sentiment was re-echoed by John Ions, CEO of asset manager Liontrust which is my new Buy. He says the first stirrings of recovery in his equity funds is being seen - with a PE of 8.7 and yield of 11%, this is a geared play to London equities recovering. Just 18 months ago, Liontrust’s suite of funds was attracting £4bn of fund inflows ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X

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