Opinions
Michael Hakes - CFA, MBA
Kingfisher
KGF-LSE
TOP PICK
Apr 19, 2024
N/A
Stock price when the opinion was issued
Consumer Products
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
Home Depot of Europe. UK and France are focus markets. Challenges (inflation) in Europe putting pressure on stock. Margins are starting to rise - especially in France. Inventory management getting better. Consumer sentiment getting better in Europe. Savings rates are high, but expecting interest rate cuts will lead to further consumer spending. ~5% dividend yield is safe.