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Quality US stocks, Sage and Grainger: The Companies and Markets Show
Manage episode 451471000 series 3614386
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We begin with software company Sage (SGE). Shares are up and the team unpacks the drivers of this rise and explores whether investors should be concerned about competition in the industry.
Illinois Tool Works (US:ITW) next. It’s larger than all but five stocks included in the FTSE 100 but remains relatively unknown on this side of the pond. Our team explore what the company does and the metrics that lead it to feature on our annual US quality screen.
Last up, it’s property company Grainger (GRI). Demand has been strong this year but its share price has been relatively flat. We look at why this is the case and how the valuation appears.
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