10% dividend yield | Another brand buy | Frasers falls
News covered here incudes our assessment of results from a lowly valued UK fund manager, whose big dividend yield looks appealing. Elsewhere, a highly rated cosmetics group is acquiring a struggling AIM peer – we assess the merits of the deal. The Chairman of one of our Bonkers Bargain opportunities has also made another big share purchase, while Frasers lowly rating also looks compelling. Read on here for our usual forthright opinions on this and other news.
Client portfolios managed by our associates, Fundamental Asset Management, hold shares in companies covered here. Episode 39 of the Investor’s Champion Podcast In this episode of the Investors Champion Podcast, hosts Chris and Lee dive into the controversial topic of management remuneration and shareholder alignment, highlighting some potential lessons for investors to consider. Companies discussed include Games Workshop, Sage and Jet2 and micro-caps Michelmersh Brick, Manolete and Plexus. Listen here. Here are our thoughts on the latest news… Frasers falls: good value? Shares in Frasers Group (FRAS), the owner of Sports Direct and a host of other retail brands, tumbled…