Today, I'm looking at two investing themes: growth and income. I'll compare ASOS (LSE: ASC) vs Boohoo.com (LSE: BOO) and Next (LSE: NXT) vs Debenhams (LSE: DEB). I show you how I believe a blended approach of growth and income could reward ...
I'm a big believer that real underlying economic strength is the best 'therapy' for the market. It's no surprise to me then that growth in the FTSE 100 has been volatile and patchy given how patchy the British economic recovery has been.
Shares in Debenhams (LSE: DEB) have largely tracked the wider index after issuing a profit warning six months ago. Indeed, the company's shares are down 1% year-to-date while the FTSE 100 is up 1% over the same time period.
British retail sales surged higher during August, rising at the fastest pace in six months, while retailers' optimism about the business situation for the next quarter hit its highest level since May 2002.
“Never judge a book by its cover” - and the same applies to company results, too. Debenhams (LSE: DEB) revealed that pre-tax profits were down 25% to �85.2m in the 26 weeks to 1 March 2014, and most headlines reflected this.
2014 has been a very tough year for investors in Morrisons (LSE: MRW) and Debenhams (LSE: DEB). Indeed, shares in two of the most familiar names in UK retailing have fallen by 38% and 15% respectively since the turn of the year.