Enter Your Email Address “This Stock Could Be Like Buying Amazon in 1997” Paul Summers | Thursday, 4th June, 2020 | More on: IGG XPP I’m sure you’ll agree that’s quite the statement from Motley Fool Co-Founder Tom Gardner.But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared.What’s more, we firmly believe there’s still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations.And right now, we’re giving you a chance to discover exactly what has got our analysts all fired up about this niche industry phenomenon, in our FREE special report, A Top US Share From The Motley Fool. Would I sell this FTSE 250 dividend stock in the market recovery? No chance! Paul Summers owns shares of IG Group Holdings and XP Power. The Motley Fool UK has recommended XP Power. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge! See all posts by Paul Summers Renowned stock-picker Mark Rogers and his analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. Because we’re offering a full 33% off your first year of membership to our flagship share-tipping service, backed by our ‘no quibbles’ 30-day subscription fee refund guarantee. Image source: Getty Images. Our 6 ‘Best Buys Now’ Shares I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement. There are a few reasons why online trading provider and FTSE 250 member IG Group (LSE: IGG) continues to be the biggest holding in my ISA portfolio.As well as boasting fat margins and high returns on capital, the company is a great source of income. A likely 43.2p per share return for the financial year just gone gives a yield of 5.5%. That’s highly attractive at a time when many listed firms are withdrawing their cash payouts to investors. 5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…And if you click here we’ll show you something that could be key to unlocking 5G’s full potential…The biggest reason, however, is the company’s capacity to thrive in good times and bad. I’d say we’ve experienced both lately. Let’s take a closer look at today’s (brief) update from the company. FTSE 250 starThis morning, IG stated that net trading revenue in Q4 is now expected to come in around £259m. This represents a huge increase on the £117.9m achieved over the same period in 2019. Taking the other three quarters into account, a full-year figure of around £649m is now predicted, comparing favourably to last year’s £476.9m. So, why are the shares trading flat today? Well, it could simply be that a lot of this good news was already priced in. After all, a surge in client activity during a tumultuous few months in the markets is exactly what you’d hope for. The question, therefore, is not whether IG has been performing well but whether it will continue doing so. On this front, I remain positive.Although there can be no guarantees when it comes to investing, the likelihood that markets will remain volatile, particularly when the recession begins to bite, is surely high. IG’s share price won’t be immune to this, but it’s unlikely to suffer as much as most. It should also recover strongly.With the possibility of a special dividend also on the horizon, I’m in no hurry to sell this FTSE 250 star.“Exceptional demand”Another holding I’m unlikely to jettison soon is critical power control component manufacturer XP Power (LSE: XPP). Like IG, it also reported some excellent numbers to the market this morning. Boosted by the fact that all of its facilities are now up and running, orders over April and May came in at £55m — 84% higher compared to the previous year. Unsurprisingly, the mid-cap has seen “exceptional levels of demand” from Healthcare customers. XP’s components feature in a large number of medical devices used to tackle Covid-19. Strong demand has been seen from customers in the Semiconductor Equipment Manufacturing sector.All told, £128m of orders have been received in 2020 so far — up 52%. Revenue is currently at £86.3m — a rise of 7% from this point in 2019. Another positive in today’s update was the reduction in net debt. This reduced from £45.3m at the end of March to £38m two months later. What’s more, management expects debt to continue falling over the rest of the year.It wasn’t all completely bullish. While a healthy order book should settle investors’ nerves, the FTSE 250 constituent did say that economic uncertainty would “continue to provide a wide range of potential outcomes for 2020.” It also expected demand from Healthcare customers to normalise.Notwithstanding this, I think this quality company remains an excellent long-term hold. A valuation of 25 times forecast earnings isn’t cheap, but this falls to 21 times next year, based on analyst projections. Simply click below to discover how you can take advantage of this.
I horse note: not only in the Jingdong to force electricity suppliers with strong logistics system, will also invade to integrate local life services and retail sectors — basically all relate to the local life of the Internet Co is also eyeing a piece of fat meat, disintermediation, distribution pattern will be collapse.
this is also Liu Qiangdong’s warning to traditional companies: "no distributors are needed in the future.". The reseller model and franchise model will be eliminated.
recently two data is very shocking: the first data is that in 2014 the first six months, the national retail sales of major major retail enterprises fell by 0.2%. And Ali, Jingdong and other electricity supplier transactions are more than 50% of the rate of growth. Second is in late August, Jingdong, Gome, Suning has announced the first half earnings. The Jingdong in 51 billion 270 million won the first prize, Suning in 51 billion 150 million was second.
Jingdong beyond Suning, Gome behind, on a key word: retail.
and the corresponding data, recently doing research in Jinjiang also found that the channel model has become Jinjiang shoes, is the collective transformation, the direction of the transformation is from wholesale to retail.
it is said that Liu Qiangdong has already set a goal in internal, that is, to do online WAL-MART, the next step to challenge WAL-MART.
a few years ago, Liu Qiangdong has a warning: the nature of the electricity supplier is retail. For many brand enterprises, the essence of the brand is retail.
, this is Liu Qiangdong’s warning to traditional companies:
1 does not require distributors in the future. The reseller model and franchise model will be eliminated.
China many brands are taking big wholesale model, the key link is the annual orders, but has a huge problem: do not know who the user is, do not know what the user preferences, do not know how to make quick adjustments according to user preferences. In other words, in this age of excess, there is no sense of temperature that users perceive.
Liu Qiangdong: "large supermarkets, as well as distributors.". 3C distributors have basically collapsed in the United states. Why do China need distributors now? Chinese retailers are too scattered, hundreds of thousands, distributed in small counties and small towns. America’s Taobao accounts for 40% of retail sales, and China’s Taobao doesn’t even have 12%. Chinese retail market to go forward, go to the 20 retailers accounted for 40% of the market share, the top three retailers of electronic products accounted for 80%, 90% share, which means what? Future brands do not need distributors, as long as the management of dozens of retailers. All the franchise models for consumers are not good for me. 20 years ago, the UCC adopted the franchise model, each city to find one, overnight everywhere, several hundred million a year to earn. Franchise model is the best way from the point of view of pure business, but in the long run, the value is very little. Not only investors, including