Image Source: Getty Images
Like Donald Trump's commercial rates, news shakes the Ftse 100 Some of my favorite actions in the United Kingdom suddenly quote massive discounts.
I was running through the long list of Ftse Fallers and I discovered that five of my best selections have fallen about 15% in just one week. They are cheaper than before, but the problem is that they are also more risky. Should investors consider them today?
HSBC Holdings has even greater performance
I was a mustache to buy HSBC Holdings last month. Now I have a second chance, already a cheaper price.
The final HSBC yield has now increased to 6.86%. That is crazy. The price / profits ratio is even lower by 7.85%. But will those profits be maintained?
The board has been fighting to avoid being crushed between an American rock and a hard Chinese place. As the two threats of the world's largest economy exchange rate, the act of height is increasingly difficult to achieve.
Group of international consolidated airlines Temptations
International Group of Consolidated AirlinesOr IAG, it was number two on my shopping list after HSBC. The demand for travel has returned after Covid, and the owner of British Airways seemed to be ready to benefit from resurgent transatlantic trips.
But tariffs and commercial tensions could threaten that, while economic concerns could affect both commercial and personal trips. I'm afraid there is more pain to come here. I think it's too early to consider buying today's sauce.
Barclays could benefit from volatility
He Barclays The price of the shares has had a stellar year, but now it is falling. This is an early warning shot or a brilliant purchase signal. AP/E of 6.95 times is cheap, but can you trust profits?
A deceleration fed with tariffs could reach the demand for credit and drastically increase the risks of non -compliance. Although today's volatility can increase activity in its investment bank arm. Risky, but one to consider. However, income applicants can favor the highest HSBC yield.
BP actions fall with the price of oil
With raw Brent to $ 63 per barrel, BPProfit could receive real success. I was already reducing the repurchase of quarterly actions, and that can accelerate. The subsequent yield of 6.8% is tempting, if dividends are maintained. BP has been full of potholes for years. That seems to continue. Add green transition risks and urge caution.
Intermediate Capital Group (LSE: ICG) is fascinating. Despite falling strongly this week, shares still increased by 35% in 12 months and more than 80% in five years.
Now it is quoted only five times profits, which looks like a bargain. But I would notice that profits may not be as solid as before.
Private capital is under pressure, and many investors flee from risk. And while ICG raised an impressive $ 7.2 billion funds only in Q3, and $ 22 billion for 12 months, that rhythm may not continue if the markets fall.
He informed assets under administration of $ 107 billion, with AUM of rates of rates at $ 71 billion. Strong numbers, but again, they are based on a quieter backdrop on the market.
ICG is more a growth game than an income, but the yield has increased up to 3.5%, which I see as an advantage. If the markets calm down, ICG could bounce hard.
Investors who consider any of these shares must have a view of five to 10 years. During such a long period, today's sale could be a brilliant opportunity.
(Tagstotranslate) category. Investing