Primary Recommendation

Segro - Commercial property group boasts terrific chart

May 2018

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

It’s often said that the rising price of people’s homes dominates dinner party conversations but a tidy fortune can also be made in shares exposed to commercial property with TMI Favourites Big Yellow (highlighted at 393p in May ‘13, sold at 675p) and Lok n Store (highlighted at 211p, now 373p) performing really well. While these two invest in self-storage, the premium end of the industrial segment, Segro, a Greater London-focused owner-manager and developer of large logistics warehouses, looks equally exciting.Segro is a FTSE-100 rated company but who says elephants can’t gallop? During a golden era for shareholders between FY’13-‘17, its net asset value (NAV) per share, the key yardstick for pr ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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