Sector Watch

Three stocks to watch as housebuilders strengthen foundations

This piece was written before the coronavirus severely impacted markets.

The housebuilders have at different times found themselves on a sticky wicket this century, but as a rule, they have weathered the storm.

As defined by the London Stock Exchange (we are limiting the scope of this article to the FTSE 100), the Household Goods and Home Construction sector is comprised as follows:

Three tech-savvy firms to watch

Occasionally stocks are not necessarily where you might expect to find them, and the software and computer services sector is one such example, comprising just four stocks.

Aveva (not to be confused with insurance company Aviva, which is not only also in the FTSE 100 but next on the alphabetical list) and Sage Group can be loosely grouped together.

Equally, the other two shares have similarities – listing platforms Rightmove and Auto Trader are the websites, indeed, marketplaces, of choice in their respective fields.

Is Tesco in your shares shopping basket?

The awkwardly titled personal care, drug and grocery stores sector is where the supermarkets live, as well as some of the famous products on sale within them.

As defined by the London Stock Exchange (we are limiting the scope of this article to the FTSE 100), the sector comprises the following companies: William Morrison Supermarkets operates a supermarket chain under the Morrisons brand. The company operates around 500 total stores, from over 10 manufacturing sites across Britain.

Are these travel stocks a passport to riches?

Travel and leisure is an intriguing sector at the moment. On the one hand it has obvious attractions (we tend to go on holiday whatever the economic weather), yet it’s one that’s being buffeted by global economic concerns.

As defined by the London Stock Exchange (we are limiting the scope of this article to the FTSE 100 index), the sector comprises six firms, the details of which are highlighted below and in the Tape table.

On the hunt for quality insurance shares

Insurance may not be a topic to set the pulse racing, but it is nonetheless a vital part of any economy. Behind the US, China and Japan, the UK insurance market is the fourth largest in the world – and the largest in Europe – with an estimated total premium volume of just under $220 billion (£178 billion) in 2017, according to the Association of British Insurers.

As defined by the London Stock Exchange (we are limiting the scope of this article to the FTSE 100 companies), insurance is split into two sub-sectors, life insurance and non-life insurance.

Two high-yielding shares and one steady-eddy catch the eye

The media sector covers a whole host of activities, ranging from publishing, video, programmes and advertising to events and public relation companies.

Globally, the onslaught of the likes of Netflix, Amazon, Disney and Comcast (which bought UK company Sky in 2018) will continue to have a profound effect on viewing habits, while the personalisation of content will become an increasingly important theme.

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