Stock in Focus

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SIF Portfolio: Cyclical turn could make insurer Jardine Lloyd Thompson too cheap to ignore

Last week I wrote about the restricted choice of stocks on offer in the Stock in Focus screen. This week the choice has shrunk even further.

Of the 16 stocks which qualify for my screen at the time of writing on Monday, two are Russian and six are already in the SIF portfolio. A further five are sector duplicates I won’t buy for diversification reasons. And one (Hogg Robinson) has received a takeover bid, so is ruled out.

That leaves just two stocks:

Insurance and employee benefits group Jardine Lloyd…

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