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Ultimate Stocks Portfolio: strong results lift shares

03/11/2023

US

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Reporting season continues and several constituents of our high-performing Ultimate Stocks portfolio covered here saw their shares rise sharply on excellent results, while another of our companies is unleashing AI.  Read on here to find out more about these fantastic companies.


The stock market has been struggling to advance and the global outlook looks gloomy, but constituents of our Ultimate Stocks Portfolio of high-quality companies continue to deliver excellent results.

While the valuations of some companies look stretched on some levels, especially relative to anticipated growth, it’s important to recognise the generally clean reporting, with a minimum of material adjusting items, as well as the very strong returns on equity and capital being generated by these global winners. This compares…

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