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Algy Hall
@AlgyHall
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Author: 4 Ways to Beat the Market / @Citywire Elite Companies, Investment Editor: the world’s best portfolio managers biggest bets/ also kids books https://t.co/Sm4IQPPY0s
London, England
Joined June 2015
@polarisboston explains why it is among 15 Elite investors backing $EXP 👇 💡"booming" demand 💡"muted" supply 💡industry leading RoE of 38% 💡buybacks, shrs out down 33% in 10yrs 💡Fcst 24mth EPS CAGR 10% 💡Fcst PE 13
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NEW @citywire Elite Companies top 10 UK stocks most popular with world’s best fund managers 3 new entrants: ⛏️@AngloAmerican PE 14, DY 3.0%, 12mth tot rtn 15% 🏦#STAN PE 6, DY 3.6, 12mth tot rtn 15% 🪖@BAESystemsplc PE 19, DY 2.5%, 12 mth tot rtn 47%
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@citywire Elite Companies' @TeleQuestor column looks at 23 top fund managers betting pessimism is overdone about @AllisonTrans 👇 💡Industry leading 30% Ebit mgn 💡ROIC 19% 💡>60% shares repurchased since 2010 💡Fcst 2yr EPS CAGR 17% 👀Fcst PE 9!
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3 big memory companies set for cyclical recovery + AI boom... but valuations look low. @SKhynix 9 x fcst EPS @Samsung 13 x fcst EPS @MicronTech 21 x fcst EPS All AAA-rated by @citywire Elite Companies on heavy smart money ownership.
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@AnthemAsset @conkers3 @HTVIOLA @Citywire @FundFanatic @ShareScope I’m going to first give an annoying answer by saying there is no “right” way to do it. A bit of trial and error in assessing results is always good. However, for me, my momentum go to is three month share price return, or total return if you have access to total return data.
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@AnthemAsset @conkers3 @HTVIOLA @Citywire @FundFanatic @ShareScope That’s great to hear. Many thanks!
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@conkers3 @HTVIOLA @Citywire @FundFanatic @ShareScope It was great fun. Thanks so much for having me on your excellent podcast. ⭐️⭐️⭐️⭐️⭐️
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RT @BrilliantLeader: I have spent a chunk of this weekend exploring the Citywire Elite Companies website. What a great idea for creating so…
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@BrilliantLeader Many thanks @BrilliantLeader, we’re really excited by it and all the ideas the ratings keep throwing up.
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RT @conkers3: @doit4thetwins @HTVIOLA @AlgyHall @Citywire Mike thank u4 watching this #TwinPetesInvesting #podcast episode on Youtube😊http…
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