NEWSLETTER
Entrecorned markets may present purchase opportunities for high quality shares at discount prices.
Some fools could consider adding their positions in companies in which they have a strong conviction; Others could see volatility as an opportunity to start a position in a company that they previously considered too expensive.
Almirantes Group
What it does: Admiral Group provides car insurance, homes and trips, in addition to loans and financial services in the United Kingdom and beyond.
By Mark Hartley. When markets are sad, it can help change a portfolio to shares with a low beta, a comparable price volatility measure. Almirantes Group (LSE: ADM) It has one of the lowest 5 -year beta scores in FTSE 100.
As a leading engine and home insurer of the United Kingdom, it benefits from a constant flow of premium income, which makes their profits less susceptible to economic recessions compared to the most cyclical sectors. It also operates in a closely regulated industry, reducing its exposure to risk taking activities.
Its profit price ratio (p/e) in the term fell to 14 recently, so it seems undervalued.
However, high interest rates have impacted profitability in the past, cleaning 50% of the price of the action in 2021/2022. Recently, this trend has been reversed, but a return to high rates could damage the price again.
Mitigating this risk is an attractive performance of 4.9%, with a decent history of dividend payments.
Mark Hartley does not have actions in Admiral Group.
Game workshop
What it does: The Game Workshop manufactures products for enthusiasts of board games, including miniatures, paintings and books.
By Royston Wild. I have constantly fed money in money in Game workshop (LSE: GAW) Actions since I first invested in 2020.
I took advantage of my position again at the end of January, and I will buy more if the turbulence of the market causes the giant of the board games to collapse from the maximum February record.
Games Workshop shares have demonstrated an excellent long -term investment, 2,750% in the last 10 years. I am sure that the next decade will also be another very successful.
The Warhammer manufacturer still has a lot of space for growth in its bread and butter operations as the global expansion and broader interest in fantasy warp continues. Central income increased an impressive 14.3% in the six months until November.
You are looking to complement this with the income of supercharged royalties through the main media offers (such as the film and television link currently in process with amazon). These agreements also have the potential to substantially increase the demand for traditional products of the game workshop.
I think it is a superior action to consider even when the threat of commercial tariffs of the United States is assigned.
Royston Wild has actions at Games Workshop Group.
Game workshop
What it does: design and manufacture plastic miniatures for table warfare games in the Stadium and Lord of the Rings Universes
By Zaven Boyrazian. Few FTSE actions can have a candle of the tremendous history of the game workshop. While there have been ups and downs, the business is among the investments with the best performance of the last 20 years in the United Kingdom. And it is not difficult to see why.
Combining an addictive hobby with a dedicated community is an excellent recipe for pricing power. And it is that management has cooked perfectly, with operating gain margins that are just above 40% with an amazing 65% return on equity.
This strong action has continued for 2025, since the new miniatures are rapidly exhausted by popular demand. And although the threat of 3D printing in the home is becoming more prominent, the company's pricing power remains intact.
That said, it should not surprise us that the game workshop shares trade with a premium assessment. But in an broken market, even the best companies can be sold. And that could be an excellent opportunity to take more actions with a discount.
Zaven Boyrazian has actions in the game workshop.
GSK
What does: GSK is a global biofarma company that specializes in the development of medicines and vaccines.
By Paul Summers. Gravitating strong and stellar defensive existence, although somewhat boring, it makes a lot of sense in uncertain times. That is why I am currently executing the rule on the pharmaceutical giant GSK (LSE: GSK).
Of course, actions have had a lower performance than Ftse 100 Index in the last twelve months thanks to the legal challenges related to their heartburn drug, Zantac. Cost pressures have also played a role.
However, things are looking. In February, the company raised its sales target from 2031 to more than 40 billion. Quarter sales also exceed estimates.
While I write, the actions can be chosen for a little less than nine times the prognosis profits of the 2015 fiscal year. That is cheap in relation to the market and the medical care actions in particular. There is also a performance of 4.4%, comfortably covered by the expected profits.
GSK will not shoot the lights, but should provide some stability to a portfolio in the future.
Paul Summers has no GSK position.
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