FTSE 100 recovery: I vowed to buy these 2 ‘bargain’ shares. Did it work?

By on July 5, 2021

first_imgFTSE 100 recovery: I vowed to buy these 2 ‘bargain’ shares. Did it work? Renowned stock-picker Mark Rogers and his analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. Because we’re offering a full 33% off your first year of membership to our flagship share-tipping service, backed by our ‘no quibbles’ 30-day subscription fee refund guarantee. Simply click below to discover how you can take advantage of this. “This Stock Could Be Like Buying Amazon in 1997” It has been the year from hell for FTSE 100 investors. Most of us have suffered with steep portfolio losses and a slow, tentative recovery. But news that the first wave of Covid-19 vaccines could be on the way has improved market sentiment.So I’m looking back to what I wrote in the depths of the March market crash. And specifically, two companies I said I would buy when the FTSE 100 calmed down. 5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…And if you click here we’ll show you something that could be key to unlocking 5G’s full potential…FTSE 100 joyFTSE 100 companies had to make seriously painful dividend cuts in the market crash. Some, like Royal Dutch Shell, for the first time in decades. But payouts are starting to return, ever so slowly.At this point I’ll just quickly discuss the first company I considered in March. That is, AIM-listed video game firm Team17 (LSE:TM17). Its premium game Overcooked! All You Can Eat has now launched on the next-gen Xbox and Playstation 5 consoles. And half-year results out on 10 September showed first half revenues up 28% to £38.8m, profits 21% higher, and net cash up to £50.4m. At a price-to-earnings ratio of 55, it’s not cheap. But it is super profitable. And a £1bn market cap is not very far away. Like one of my other early investments, Games Workshop, I could definitely see the business joining the FTSE 250. I still see the business as a sound long-term investment. So nothing has really changed there. But not every investor wants to take a punt on a smaller company, no matter how good it is. So I’ll focus on FTSE 100 giant Aviva (LSE:AV) instead.Insurance policyNews out on Monday 23 November reconfirmed the direction CEO Amanda Blanc is going with the recovering FTSE 100 firm. That is, selling its 80% stake in Italian joint venture partner Aviva Vita for €400m cash. Aviva still owns three other Italian businesses and said it was reviewing them “to maximise shareholder value”. So more sales could easily be on the cards here. This is the extension of Blanc’s mass debt-cutting programme. It started by Aviva selling its underperforming French arm to Allianz, then its majority stake in its Singapore business for £1.6bn. Blanc has said she wants to cut Aviva’s Asian and European exposure to refocus on the UK, Ireland, and Canada.The FTSE 100 stalwart lost a lot of fans — including me — when it made harsher-than-expected dividend cuts back in May. So I’ve been watching Aviva closely to see if it merits a reappraisal. Growing upAviva shareholders were particularly tough on former boss Maurice Tulloch for not moving fast enough on overseas sales. So to see Blanc pulling in a couple of billion quid is very heartening. But wait, I hear investors cry. Won’t all these sales impact Aviva’s ability to grow? To an extent, yes. But there are more pressing matters for Blanc to deal with. Chief among her concerns right now is shoring up Aviva’s balance sheet so it is affordable to start increasing dividend payments. That means reducing debt and improving the company’s capital Solvency II ratio. This latter point is a regulatory duty and not optional. The Italian sale boosts Aviva’s net asset value by £100m and improves Solvency II by £200m. I think Aviva under Blanc is moving the right direction now. And a P/E ratio of just 5 definitely makes it a tempting option.  Enter Your Email Address I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement. TomRodgers owns shares of Team17 Group. The Motley Fool UK has no position in any of the shares mentioned. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.center_img See all posts by Tom Rodgers Our 6 ‘Best Buys Now’ Shares I’m sure you’ll agree that’s quite the statement from Motley Fool Co-Founder Tom Gardner.But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared.What’s more, we firmly believe there’s still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations.And right now, we’re giving you a chance to discover exactly what has got our analysts all fired up about this niche industry phenomenon, in our FREE special report, A Top US Share From The Motley Fool. Image source: Getty Images Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge! Tom Rodgers | Monday, 23rd November, 2020 | More on: AV TM17 last_img read more

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Dell Technologies Helps Keep Businesses and Innovation Engines Running

By on February 27, 2021

first_imgOver the past few months, we’ve seen great resolve from our customers and partners as we all work together to overcome a new set of challenges every day. I’m in awe of our customers and partners around the world as they continue to innovate while adapting to the ever-changing landscape. It’s our honor to support your journey by delivering the technology needed for business-critical operations while helping you preserve capital and manage cash flow.In April, we launched the Payment Flexibility Program (PFP) and announced $9 billion in financing to help fund your critical technology needs. Today, we’re announcing an extension of the Payment Flexibility Program through October 30, 2020, with payment deferrals until 2021.With Dell Technologies On Demand, our customers gain access to a broad range of financial consumption models to keep their technology infrastructures running while continuing to innovate. The Payment Flexibility Program is unmatched in its value to organizations in every aspect. From payment deferrals to partner relief programs to low rate financing offers, we are here to help and best prepared to assist customers with flexible IT solutions. These programs give you access to industry-leading technology, resources to innovate and cash flow for business continuity.Our partner Shane Michna from SHI Capital said, “All of the various promotional options have been highly leveraged by large and small clients alike. Many of our clients have needed the ability to acquire technology and defer payment to 2021. The six-month deferral and zero percent promotional offer on Dell Technologies storage and servers has been the most utilized and sought after by SHI sales clients.”Introducing new updates to the Technology Rotation payment solution We’ve seen that many of our customers want to acquire technology by paying over multiple years utilizing low cost financing. To meet your organization’s core infrastructure and remote workforce technology needs, we’re offering the lowest rate and total cost of ownership (TCO) ever for PowerStore storage arrays, PowerEdge servers, and Dell laptops and desktops as part of the Technology Rotation payment solution. At the end of the term, customers have the flexibility to return and upgrade their equipment with the latest technology to support hybrid cloud, on-premises workloads, or remote workforce initiatives.This program helps customers better control IT costs by:Saving significantly compared to the full purchase price on laptops, desktops, storage and server solutionsConserving cash by deferring their first payment until 2021Extending payments on servers and storage using up to two fixed 12-month extensions for flexibility to return or acquire hardware over five yearsExpanding or enhancing PowerStore performance and capacity at any time in the contract through Anytime UpgradesThese new options are available in addition to the current features of the Payment Flexibility Program which include:Zero percent interest rates and deferred payments for Dell Technologies infrastructure solutionsShort term options for remote work and learning with six- to 12-month terms and refresh options for laptops and desktops to help with back-to-school and return-to-work plans.A one-year term flexible consumption offering to better align payments to an end user’s technology usageCredit availability to our valued channel partners through our Working Capital Solutions Program extending payments terms up to 90 days, and when combined with a Dell Financial Services** (DFS) payment solution, the partner is paid within a few days, improving their cash flow Dell Technologies On Demand is helping customers prepare for tomorrow, today.  Customers are finding immense value in creative technology financing solutions and flexible consumption models. IDC recently interviewed organizations using Dell Technologies On Demand and found significant cost savings when using on-demand consumption models. Customers cited the ability to acquire the newest technology at a much lower cost as one major advantage, stating, “We can essentially get the newest technology for a fraction of what we would pay for it outright.”Dell Technologies On Demand helps enterprises align their IT spending with business demands and deliver more predictable outcomes. Customer demand for these flexible consumption-based and as-a-service models prompted us to expand our offerings to include Brazil, Chile, Colombia, India, and China. Dell Technologies is here for the long haul!The Payment Flexibility Program is the most comprehensive infrastructure financing program in the industry, made even stronger by Dell Technologies On Demand flexible consumption models. This is our commitment to help you run your business, take care of your people and access essential technology as you seek respite in the storm.For more information, visit Payment Flexibility Program and Dell Financial Services sites for flexible, customizable payment and remote working solutions.**Payment solutions provided and serviced by Dell Financial Services LLC or its affiliates or designees (“DFS”) for qualified customers. Offers valid through Oct. 30, 2020, to qualified business end-users in the US (excluding DBC accounts). Offers may not be available or may vary in certain countries. Offers may change without notice, may be subject to minimum transaction size, and are subject to credit approval, product availability, applicable law and documentation provided by and acceptable to DFS. Visit here for important offer details.last_img read more

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