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Economic clouds are darkening and momentum could turn sharply
Uncertain profit outlooks make it hard to decipher true value
High trailing yields should be questioned.
Tobacco companies are structurally challenged, but there is a puff on the defensive cigar butt.
Commodity related shares still favoured but banks could have hidden risks.
Our screen targets fairly valued shares with expected earnings growth
Finding solid dividend payers could help mitigate stagflation risk
Dispersion in markets and recent good runs are affecting our quality screens
Investor and analyst sentiment are highlighting an eclectic mix of companies in the UK and US markets this month.
Forecasts can change but some shares look good value for expected growth.
