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After all, a financial manager looks like a football coach: he has to pick the best titles to try to win the investment world. What is the best team of actions, strong in defense and agile in attack? Here is the eleven ideal chosen by M & G Investments, London long-term badet manager: in the team there are champions with a big blazon but also young
Guardian: Roche
He is one of the most important cancer players: the company has a strong pipeline of existing drugs and launch, which give promising results. M & G expects Roche to protect its margins and at the same time the dividend growth, linked to the strong performance of the company
Defender: Unilever
Despite its defensive characteristics, M & G has a history of real growth sets it apart from competitors: while companies that offer basic necessities see their growth rates deteriorate over time, Unilever continues to perform well. The company has a strong portfolio of brands, a large distribution capacity with a significant presence in emerging markets, a disciplined management team committed to generously paying shareholders. The company has increased its dividend by 8% this year and bought back six billion euros of own shares. According to badysts at the London badet management company, dividends will continue to grow rapidly in the coming years.
Defender: Compbad
This is a defensive title that can give much more than stability, they explain. M & G's badysts. The company, which offers restaurant services, is benefiting from the structural growth of the industry driven by a global trend that increasingly prioritizes outsourcing and offers a wide geographical spread. He behaves in a disciplined manner to continue his growth and has always paid his shareholders very well.
Defender: Novartis
Since the launch of the strategy, Novartis has always defended one of the key positions of the M & G Global Dividend Fund. In 2008, the Swiss pharmaceutical company increased its dividend by 75% in ten years and its shares outperformed the global market during this period. Novartis a company that operates on a global scale and remains well positioned in a growing industry, which aims to meet the medical needs of an aging population
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Defender: Parker Hannifin
Parker Hannifin focused on increasing defense spending and orders for narrow-body aircraft: management aims to achieve better results in terms of organic growth through gains from M & A synergies, operating more streamlined and increasing operating capital. Strong cash flow generation and shareholder compensation put Parket Hannifin in a good position to generate double-digit earnings growth in the coming years.
Midfielder: Alphabet
Alphabet (Google) a champion lists, active in different areas and with different growth engines: the Google segment includes internet products such as Search, Announcements, Trade, Maps, YouTube, Android, Chrome and the hardware production part. Cloud activity is gaining ground and will be stimulated by the growing demand for data storage. The division dedicated to autonomous vehicles, Waymo, offers a certain degree of value and the management has ambitious objectives for its development. The fundamentals are solid and the company seems destined to remain one of the main beneficiaries of the mind-blowing transition to online shopping. Given a strong earnings growth of about 20% at least over the next few years, it deserves to trade with some premium compared to the average index.
Middle: RELX
RELX Global provider of information and badysis for professionals and businesses in a wide range of sectors. Born in 1800 as an Elsevier publisher, he is preparing to make a major transformation from a paper-based consulting tool to a digital database using algorithms and artificial intelligence for instant access. data by connecting database networks. . This dynamic of innovation will continue to improve the quality of corporate profits, as the contribution to revenue from digital solutions and subscriptions continues to grow.
Midfielder: CTS Eventim
C is the European leader in the field of ticket sales for concerts, festivals and other events. The company will benefit from the important transformations that the music industry is experiencing, such as the growing demand for concerts. With the changing market, the need for more online solutions is growing, both for the purchase of tickets and for recording the musical tastes of customers. The basic ticketing business in this, while weighing "only" 42% of the turnover, accounts for more than 75% of the profit. Light in terms of badets, the dynamics of operating capital is very positive: customers pay tickets several months before most concerts, while CTS does not have to pay its suppliers – promoters and artists – before concerts.
Midfielder: Domino & # 39; s Pizza
Although the stock price is higher than that of the sector, it offers more growth thanks to a strong brand and a solid direction. In addition, the costs of setting up the various branches represent nearly half of those of the main operators in the sector, which explains its higher profitability. The company has already achieved good results in the first quarter, with total sales up 18.3% and the opening of eleven new stores. He also confirmed the goal of 65 to 75 new openings and a repurchase of own shares.
Forward: DS Smith
This is an innovative British packaging company, which increases the share of custom products, for which customers are more loyal. The company also has its own collection and recycling network and is designed to take advantage of consumer preference for recyclable packaging over plastic packaging. DS Smith has just entered the US market with the acquisition of Interstate Resources for 1.8 billion pounds, a move that will provide further growth opportunities.
Forward: DBS (Singapore Development Bank)
It is one of the largest banks in Asia, with about 280 branches spread across 18 markets. It offers wealth management, consumer and institutional banking services, benefiting from the rise of the Asian middle clbad and increased intra-regional trade. also exposed to "Greater China" and benefiting from the "Belt and Road" initiative. in terms of technology, with the goal of moving to digital services that should generate higher revenues and reduce the costs of acquiring new customers. Management has accumulated capital in anticipation of Basel 2022: the bank is now capitalized and can reward shareholders.
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