Unilever about Ā£44 a share, will be over Ā£50 within a year, 15%+ upside from here and pay good dividend
Diageo
Held up better than most but still at Ā£30 I think good value, any dips to Ā£26/Ā£27 good entry. This will push on next year as economy opens more.
GSK
Still cheap IMO at Ā£14, some upside growth even if cyclical with a tasty 5%+ dividend in the meantime.
HSBC
UK bank but international market, and shifting their focus to asia more which gets them more profit)
BAE
Ā£5 is good value, dividend 4.6% at this price, any dips under Ā£5 definite buy.
Lloyds
stock is down more than other banks but I think for UK bank they are better shout than Barclays/Natwest IMO
Shell/BP
Depends on your view on oil and the industry but good value if you think they will come back even part way post covid.
To be honest a basket of these at current prices would probably see a great return in 12 months+
Why would you sell RR when a lot of their business is in the US and dollars will equate to more sterling with a weaker pound. Now is the time to buy. The same can be said for most of the FTSE100 itās the FTSE250 that will struggle (IMO temporarily).
One market Iād avoid is US stupid prices and weaker pound youāll get less bang for your buck. Investment banks are all bullish on UK.
If you want a good buy and arenāt afraid of risk Morses Club this is easily a X3 bagger do your due diligence and you will see.
Services accounted for 42% of the UKās exports to the EU in 2019. So yeahā¦ 42% of UK exports is not much I guessā¦ The services are not even discussed now so regardless of a deal or no deal tariffs will hit the services sector.
There is no such thing as borderless.
RR exports over 80% of its goods produced in the UK. US is its biggest market but EU is second biggest by a small margin.
Covid is not gone yet. The big engines are not that wanted anymore.
Sales dropped for big engines anyway pre-covid. Airlines prefer(ed) smaller aircrafts (i.e 737 MAX ). RR gave up to the middle/small engines market a while ago.
RR is really a mixed bag. I will buy at 70p but right now, given the current conditions is still expensive.
There was an entire write up in this weeks Financial Times Weekend on exactly this - stating that the UK missed the boat on growth stocks by investing in more traditional companies in the past decade, but are now looking at tech, particularly in China.
That seems to be the classic brex9t voters argument. Unfortunately thereās no evidence of that happening and that actually brexit has hugely increased eu population belief in amd support of the benefits of the EUā¦ its been the euro sceptics argument for decadesā¦still waitingā¦
These are a list of all the UK stocks I currently hold which Iāve identified as growth stocks. Iām sure there are plenty Iām missing and would love to hear your others which could join this list.
Iām reading The Morse Clubs annual report that @Gfclappah mentioned and I like the sound of them from what Iām currently reading. Iāll add them to my pie once Iām done I think.
ASOS and the hut group are in my pie for growth. BAE also as theyāre pretty beaten up and have just reached around the 50 day.
Checking out Gamma also as I donāt currently own a cloud stock.
EU is in a terrible state, the debt burden of Greece, Italy, Spain and Ireland pre covid was bad enough, who bailed out Irelandā¦give you a clue Unitedā¦The euro really doesnāt help nations like Greece, they need the Drachma back and a weaker currency. You watch everyone rush to Irelandās waters if a no deal is the outcome. EU is in a bad place.
