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Stocks for 2017
lynne shaffer
Posted: 01 October 2017 08:06:45(UTC)

Joined: 15/03/2011(UTC)
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Any UK stocks to recommend that will benefit?
Dian
Posted: 02 October 2017 07:23:17(UTC)

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lynne shaffer;51586 wrote:
Any UK stocks to recommend that will benefit?


In Europe and UK companies like Associated British Foods, Real Good food, Faccenda, Just Eat, Nestle, SAB Miller, and Danone would benefit from a drop in commodity prices to varying degrees. Industry wise, poultry companies, animal feed producers, grain elevators and other food processing industries would benefit from low corn, soya bean and wheat prices.

I saw somewhere that U.S. food producer Cargill is going to create a new British joint venture with UK peer Faccenda Foods focused on poultry production.

This is not a recommendation. As market has stretched, valuation and great growth are some of the factors anybody should consider before picking stocks.
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lynne shaffer on 02/10/2017(UTC)
Micawber
Posted: 02 October 2017 09:25:20(UTC)

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If you judge that this is a sectoral thing then why not the ETF SPAG? (I'm not a holder, but it's long been on my watchlist). Sluggish growth though does not support the contention....
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Tim D on 03/10/2017(UTC)
colin overton
Posted: 03 October 2017 15:53:05(UTC)

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I have been following Tullow Oil as a recovery stock. It has been mentioned in several articles in recent times and is up around +20% in the last 1-3 months (up ~4% today). I haven't bought yet, but I wish my investments were all +20% on this short time scale. T Oil is still making a loss and stopped paying divs in 2014. What do others think?
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