News today (7 March) that Chinese imports collapsed 8.4% in January and February hasn’t helped the mood, potentially reflecting manufacturers’ fears over the impact of new trade wars.

President Trump’s decision to delay some tariffs this week gives reason for hope. But markets hate uncertainty, and more volatility on the Footsie (and other major indexes) can be expected as mixed signals from Washington continue.

But this shouldn’t cause long-term investors to panic. The Footie is up year to date and over 12 months. And I’m scouring the stock market to any find brilliant bargains that have been sold off in the panic.

Here are two I think deserve serious consideration from savvy investors.

Smurfit WestRock

Packaging manufacturer Smurfit WestRock (LSE:SWR) is one that’s grabbed my attention. At £36.26, its price-to-earnings (P/E) ratio has tumbled to 14.2 times for 2025 following recent price weakness.

But what’s really appetising is its rock-bottom price-to-earnings growth (PEG) ratio of 0.2. Any reading below one indicates that a share is undervalued. Smurfit shares clearly fall well below this threshold.

Smurfit sells cardboard boxes and other packaging products across the globe, and is an especially large player across Europe and North America. But it faces significant headwinds if punishing trade tariffs come in to dampen consumer and business spending.

On the plus side, its significant exposure to defensive industries could help limit any turbulence. It sells product across each part of the food and beverages supply chain, and is also a key supplier to fast-moving consumer goods (FMCG) and foodservice customers.

What’s more, its earnings outlook remains robust over the long term. Major structural opportunities (like the growth of e-commerce and emerging markets growth) exist. Furthermore, its steady transition to providing sustainable products puts it more in line with growing customer needs.

With its forward dividend yield also now peaking above the FTSE average (at 3.6%), I think it’s a great dip buy to consider.

Scottish Mortgage Investment Trust

The Scottish Mortgage Investment Trust (LSE:SMT) is another blue-chip faller I think merits serious attention.

Tech trusts like this have fallen sharply due to the cyclical nature of their holdings’ operations. But this is not the whole story. With large holdings in SpaceX and Tesla, investors fear it could be an indirect victim of the ‘Elon Musk trade’ (with those who don’t align to his political views shunning assets and products associated with the billionaire).

These risks deserve serious consideration. But I also believe they may be baked into Scottish Mortgage’s ultra-low valuation.

At 980.2p, it now trades at a 14% discount to its net asset value (NAV) per share. This is the widest it’s been for almost a year.

I also believe that, on balance, the potential benefits of owning Scottish Mortgage shares outweigh the risks. Over a long-term horizon, I expect fast-growing tech sectors like artificial intelligence (AI), cloud computing and robotics to drive earnings through the roof.

The post As the FTSE 100 slumps, here are 2 great bargain shares to consider! appeared first on The Motley Fool UK.

I’ve built a portfolio of around 20 top UK shares inside a self-invested personal pension (SIPP). That seems the right amount for diversification purposes but what if I was only limited to five? Which ones would I save?

The easiest option would be to hang on to my winners and sell my losers, but there’s an argument for doing the opposite.

For example, shares in spirits giant Diageo have plunged but could stage a strong recovery once consumers feel better off. The flipside is that I’m worried about reports that younger people drink less.

So which FTSE 100 stocks should I sell?

On the other hand, shares in private equity specialist 3i Group are up 64.17% over one year and 170.28% over two. But 3i is highly dependent on one single portfolio holding, European discount retailer Action, which distorts the figures.

In practice, I’d take my loss on Diageo and profit on 3i (happily the latter far outweighs the former) and move on.

There’s one stock I wouldn’t sell. Paper and packaging retailer Smurfit WestRock (LSE: SWR) has given me a bumpy ride but things are looking up.

I bought the Ireland-based company to benefit from a resurgence in e-commerce as the cost-of-living crisis eased and consumers started spending again. I didn’t know it was about to create the world’s largest cardboard box maker by merging with US operator WestRock.

Markets decided the board had overpaid, and my shares slumped. But the benefits of the merger are starting to reveal themselves.

Q3 results showed a net loss of $150m but that was mostly down to $500m of merger costs, while total net sales jumped by $2,915m to $7,671m. CEO Tony Smurfit said the tie-up should deliver benefits at least equal to his stated synergy target of $400m.

I reckon the share price has further to go

The Smurfit WestRock share price is up 23.51% over one month and 22.54% over one year, and I think there’s more to come. The group also gives me US exposure.

I’d also hold on to my shares in Lloyds Banking Group, which I bought as a portfolio building block. I’m frustrated by accusations of motor finance mis-selling (why always Lloyds?) but don’t feel this is the time to sell.

And I’d keep Taylor Wimpey. Just a few weeks ago this was bombing along and giving me a 7% yield too. Now its shares have plunged due to fears that interest rates will stay higher for longer, keeping mortgage rates high and house prices down. I think it will recover, given time.

Oil giant BP is my most recent share price stock purchase and I hope to hold it for life, despite the long-term threat of the energy transition. Plus I’d also keep wealth manager M&G, which gives me a blockbuster 9.31% yield.

This means saying goodbye to Rolls-Royce Holdings, which may have peaked after a stellar run, consumer goods plodder Unilever, struggling miner Glencore and defence manufacturer BAE Systems. I wonder which I’d regret selling most? Given the state of today’s world, probably BAE.

In reality, I’ll hang on to them all. Five stocks is too small for a balanced portfolio. I’ll continue to spread my risk with 20!

The post If I could only keep 5 UK stocks from my portfolio I’d save these appeared first on The Motley Fool UK.

Sod’s law seems to dictate that whenever I buy a stock, the first thing it does is fall. That’s what happened to home improvement specialist Wickes (LSE: WIX).

I added the £411m group to my portfolio on 13 September, three days after it posted a drop in interim profits. The shares held up on the day, as the board predicted a better second half. With grim inevitability, they fell 6% or 7% after I bought them. So it goes.

I’ll get dividend income, too

I bought Wickes shares because I felt they would benefit from Labour’s plans to ramp up housebuilding, alongside a wider consumer recovery as the cost-of-living crisis faded and the Bank of England cut interest rates.

Personally, I think Labour will undershoot its ambitious house building targets, but still think the economy will pick up.

Homeowners are still reluctant to green light big projects such as new kitchens, which has hit Wickes’ Design and Installation division. But with the shares trading at 11.44 times earnings and yielding 6.29%, I think they’ll prove a great source of growth and income over the longer run.

I love buying top growth shares once the heat has gone out of them, and that’s why I splashed out on JD Sports Fashion (LSE: JD) in January. This was a fortnight after the FTSE 100-listed trainer and trackie specialist had issued a profit warning following disappointing Christmas sales.

Inevitably, the shares fell another 10% or so after I bought them – sod’s law strikes again! – but now they’re flying. I’m already up 35%. Over one year, the shares are up 5.87%.

What we need now is a consumer recovery, both in Europe and the US. That’s not guaranteed, of course. I’ve noted that trainer giant Nike is having a hard time, and as a key JD Sports Fashion brand, that could have a knock-on effect.

Another share for the longer run

However, trading at 12.69 times earnings, the JD Sports Fashion share price still looks good to go. With a yield of just 0.69%, I don’t expect to be lavished with income.

FTSE 100-listed packaging giant Smurfit WestRock (LSE: SWR) looked solid when I bought it in June last year. And once again its shares also crashed within days, after it unveiled a controversial hook-up with US peer WestRock and a dual listing on New York and London. Markets reckoned Smurfit had overpaid to seal the deal, and again, I was staring at a double-digit loss. So it goes yet again.

I responded by averaging down, and I’m glad I did. While the Smurfit WestRock share price has climbed just 3.97% over 12 months, I’m up 24.4%.

I think there’s still value here with the shares trading at 12.67%, plus there’s a solid 3.54% trailing yield.

Again, Smurfit WestRock needs a consumer recovery to power on, while there’s always the risk the merger could misfire or we see a backlash against e-commerce packaging. But I think it will prove its worth over time.

The post 3 stunning FTSE growth stocks I’m buying and holding for the long term appeared first on The Motley Fool UK.

Some may find that odd. Isn’t the best time to buy shares when prices are going through the roof? Personally, I take a different view. My favourite time to buy is when the market’s dipped and top blue-chips are trading at a discount.

FTSE 100 shares aren’t quite as cheap as they were a year ago. That’s hardly surprising as the index is up 8.13% since then. With dividends on top, the total return is around 12%.

Time to buy FTSE 100 stocks?

However, I don’t buy index trackers. I’m building a portfolio of individual FTSE 100 shares, and many of the stocks I bought last summer and autumn have done much better than that. My biggest winner, 3i Group, is up 52.74% in the last year.

Paper and packaging specialist Smurfit Kappa Group (LSE: SKG) has been quietly doing the job too. I bought it on 6 June last year because I thought it looked great value, trading at less than six times earnings while yielding more than 4%.

I was unlucky with my timing. Almost immediately, the group announced plans to acquire US-based rival WestRock, but the market decided it had overpaid. The share price dropped 10%. My response? To buy more shares at the lower price. And I’m glad I did.

The Smurfit Kappa share price is now up 32.04% over one year, with dividends lifting the total return above 35%. Obviously, it’s no Nvidia. Or Rolls-Royce, for that matter. But that doesn’t worry me too much.

I don’t buy shares with the intention of banking a quickfire gain. I look for companies that have potential to deliver share price growth and dividend income over years and, with luck, decades. I think Smurfit Kappa can do that. It’s benefited from the shift to e-commerce, with all the extra packaging that entails. I don’t see that trend reversing.

Dividends and growth

And while markets fretted over its WestRock acquisition, I’m thrilled it’s getting a foot in the massive US market. Yes, there are signs the US is slowing. And yes, rising raw material costs have squeezed margins.

However, with the shares trading at just 12.7 times earnings, I still think Smurfit Kappa looks great value. But it isn’t the only bargain on the index, as my table shows. Many come with high yields too.

If I had £10,000 to invest today, I’d first look to plug gaps in my portfolio by targeting shares I don’t own, such as oil giant BP, or China–focused bank HSBC Holdings. If the stock market dips further, I’ll buy more bargain UK shares.

The post How I’d start investing in great value UK shares with £10,000 today appeared first on The Motley Fool UK.

The UK financial sector’s a great source of dirt cheap, high-yield income stocks. FTSE 250-listed retirement planning adviser Just Group‘s (LSE: JUST) a hidden gem with supersized potential, in my view. 

My forever shares

I added it to my SIPP on 13 November, and the share price has jumped 24.56% since then. It was boosted by 2023 results, published on 8 March, which showed a 47% jump in underlying operating profits to £377m. Over 12 months, the share price is up 17.33%.

Just is incredibly cheap, trading at just 3.07 times earning. At 2.33%, the dividend’s lower than I can get from rival Legal & General Group. But not to worry, I hold that too for diversification. I’m hoping Just offers more growth potential.

Profits have been boosted by annuity sales, which I’m worried may fall once interest rates slide. I’m also concerned by today’s low valuations for UK financials. Investors don’t seem to fancy them. I’m hoping for a re-rating but I may have to be patient.

I bought paper and packaging group Smurfit Kappa Group (LSE: SKG) last June, shortly before its shares plunged when markets decided it had overpaid to acquire US-based rival WestRock. I responded by purchasing more Smurfit stock at the lower price. Even if the board did pay over the odds, I thought it was worth the risk to expand its operations stateside.

Overall, I’m up 15.95% on my two purchases. Over one year, Smurfit shares have climbed 18.63%. The stock’s forecast to yield 3.87% this year, rising to 4.25% next year. I’m hoping my income will continue to rise over time.

There are risks. Smurfit will have to work hard to comply with environmental demands on packaging. Perhaps today’s delivery culture will fade and die, who knows? But I still think this is one for the long-term.

I bought housebuilder Taylor Wimpey (LSE: TW) on three occasions last year. I decided it was too cheap to ignore, trading around six times earnings, while the 7%-plus yield was irresistible.

No plans to sell

The shares made a strong start rising 20% in short order. It’s struggled lately, as it looks like interest rates will stay higher for longer. The share price is up just 2.89% over one year. Over five years, it’s down 27.29%.

Taylor Wimpey could be a value trap, but I don’t think so. Given the UK housing shortage, I’m hoping prices will pick up once interest rates finally start to fall. Taylor Wimpey is forecast to yield 7% this year, which should underpin my second income plans, but I’ll admit I’m worried to see cover shrink to just 0.9.

Never mind. I want exposure to housebuilders and this is my choice. I plan to hold throughout the current property cycle, the next one and beyond. Building a second income takes time but I reckon UK dividend stocks are the best way to do it.

The post Lifetime second income! 3 FTSE stocks I hope I’ll never have to sell appeared first on The Motley Fool UK.

I waited for years to buy shares in sports and leisurewear retailer JD Sports Fashion (LSE: JD) at a decent price. Finally, I spotted my chance after January’s profit warning.

The JD Sports share price has crashed 42.78% over 12 months and trades at just 7.8 times earnings. It looked an unmissable buy although I’ve taken an early hit as it’s down 9.65% since adding it to my portfolio on 22 January.

Too cheap to ignore

I jumped too soon. Experience has shown me that a profit warning is usually followed by a number of after-shocks, and I’ve been caught out by those.

JD Sports has a strong retail offering and I think it will recover once recession fears ebb and consumers feel a bit richer again. It has a healthy balance sheet, generates lots of cash and is building its supply chain, systems and stores. If I have more cash, I might average down on my position.

On 30 January, I finally bought shares in insurance conglomerate at Phoenix Group Holdings (LSE: PHNX). They were yielding almost 10% at the time, while trading at around seven times earnings. As the dividend looked sustainable, despite its dizzyingly high level, I decided it was a no-brainer buy.

As with JD, I’ve suffered some early pain. I won’t complain, though. I buy shares to make money over 10 years or more, not 10 days.

I’m willing to be patient with Phoenix. In fact, I’d like to buy more, with the stock trading at six times earnings and yielding a staggering 10.38%. At that rate, I’ll double my money in just over seven years, even if the share price doesn’t grow at all.

Phoenix will also benefit when interest rates start falling and investor sentiment picks up, as this will hopefully boost the value of the investments it holds to back its insurance liabilities.

Another comeback opportunity

These things are hard to predict, of course. For example, on February 1, Phoenix proudly announced it had hit its 2025 growth target two years early, with new business net fund flows up 80%. Instead of climbing, the share price fell. I still think it’s dirt cheap and I only wish I could buy more of the stock.

I bought paper and packaging specialist Smurfit Kappa Group (LSE: SKG) in June and at the end of November, and until last week I was in the red on my purchases. My luck has turned. The Smurfit share price jumped 10.97% last week, leaving me up 6.49% in total.

Smurfit has been hit by falling consumer demand while plans to expand in the US by acquiring rival WestRock drew a mixed response. Last week’s full-year results looked poor at first glance, with profit before tax down 18% to €1.05m amid falling demand for packaging.

However, investors chose to focus on Smurfit’s improved margins, a return to growth in Q4 and increased dividend. The stock still looks good value at 10.51 times earnings while yielding 4.1%, and I hope to see it continue its recovery. Again, I’d buy more, if I had the funds in my trading account. Sadly, I’ve spent it all.

The post FTSE 100 shares look dirt-cheap and I’ve just bought these 3 unmissable bargains appeared first on The Motley Fool UK.

The UK stock market remains unloved and overlooked right now. Our economy has been through a rough ride. Brexit has changed perceptions. Investors everywhere have fixated on booming US tech stocks, almost at the expense of everything else.

As US mega-cap valuations become overstretched, I’m hoping some will turn their attention back to UK blue-chips. Income seekers like me have never lost faith.

Plentiful dividends on offer

As we saw at the end of last year, the FTSE 100 is likely to rally when investors anticipate that interest rates will start falling. After jumping the gun in November and December investors are wary today, but the first cut should still come by summer.

As that happy day edges closer, dividend stocks will look relatively more attractive as savings rates and bond yields fall. I don’t want to wait until the rally is under way before buying income stocks, as by then it will be too late and I’ll have to pay more for them as a result.

Purchasing ahead of a potential rally demands patience. I’ve no idea when it will arrive. The advantage is that I can reinvest my dividends at today’s low valuations while I wait for brighter days, and pick up more stock as a result.

Last week was poor for one of my favourite portfolio holdings, insurer and asset manager Legal & General Group (LSE: LGEN). I bought the stock twice last year, in June and September, and received my first dividend shortly after the second purchase. I ended 2023 around 15% to the good, which I considered a swift and nifty return.

Cheap stocks out there

I’m not feeling so clever today, with the L&G share price plunging 7.77% in a week. Over 12 months, it’s down 8.67%. It was hit by reduced rate cut expectations, and a negative report by broker Citi on Friday, which slashed 2023 earnings per share estimates by around 27% ahead of full-year results on 6 March.

Its verdict seems harsh but we’ll know more next month. What I do know is that L&G is even cheaper today, trading at just 6.1 times earnings, with a staggering forecast yield of 9.1%. I still believe the share price will recover when interest rates fall, and would buy more now if I had the cash to spare.

Like all the income stocks I buy, I plan to hold this one for a minimum of 10 years, and ideally for life. That way I can withstand short-term turbulence.

There are always risks to buying individual stocks. That’s why I’m buying a spread of at least of dozen of them, so if some underperform others may compensate. This is exactly what happened last week, when shares in another dividend growth stock I hold, Smurfit Kappa Group, jumped a mighty 10.97% on positive results.

I’m expecting to retire in around 10 years or so. This is my last push to build a large, balanced portfolio of income stocks, and I’m not hanging around.

The post UK income stocks: a once-in-a-decade chance to get rich appeared first on The Motley Fool UK.

However, I’d only buy one out of the two of them when I next have some investable cash. Here’s why!

I’d buy Smurfit Kappa shares

Smurfit is one of the largest paper-based packaging businesses around. Packaging may not sound exciting, but when I think of the amount of day-to-day packaging consumers encounter, there’s an opportunity here, in my view.

The shares are down 14% over a 12-month period, from 3,488p at this time last year to current levels of 2,994p.

Macroeconomic volatility has hurt most FTSE 100 shares, and Smurfit is no different. This is also the biggest ongoing risk for the business. Inflation is a worry as it increases the cost of raw materials required for packaging solutions. When costs rise, profits and margins can shrink. This could hurt investor returns and growth plans.

Looking at the bull case, the share price drop has presented an opportunity to snap up cheaper shares. They currently trade on a price-to-earnings ratio of 10, which looks good value for money.

In addition to this, a dividend yield of 4.3% would help boost my passive income. However, I’m aware that dividends are never guaranteed.

Moving on, my bullishness stems from Smurfit’s profile, track record of performance, and continued rising demand for packaging solutions.

The last point is linked to the e-commerce boom and the changing habits of consumers. With online shopping continuing to grow, packaging demand should increase. Plus, packaging is needed for pretty much everything we buy, including from our local shops and supermarkets. This continued demand should help boost Smurfit’s performance and returns.

Finally, I reckon the fact Smurfit manufactures its own packaging with its own paper mills is a major plus point. This can help it control quality, and more importantly, cost.

I think once economic turbulence cools, Smurfit shares should climb, as well as performance and returns.

I’d avoid Kingfisher shares

Owner of popular DIY and home improvement brand B&Q, Kingfisher shares have been hit hard by recent issues including a weaker property market and the cost-of-living crisis.

The shares are down 22% over a 12-month period, from 280p at this time last year to current levels of 217p.

In Kingfisher’s case, the falling share price doesn’t look like an opportunity to me. The business has recently provided consecutive profit warnings. Although not unexpected, it’s not a good omen.

Kingfisher has pointed to weakened consumer spending. I can’t say I’m surprised. People are more concerned with heating and eating, rather than new wallpaper and paint for their homes.

Conversely, if interest rates were to come down and bring down energy, food, and other soaring costs, consumers could find themselves with more cash for DIY projects. This could boost Kingfisher’s performance and investor confidence.

However, as the latest inflation figures showed in December, we’re not out of the woods yet. In turn, the Bank of England and US Federal Reserve haven’t yet begun to cut rates just yet, despite murmurings of the possibility.

I’m going to keep Kingfisher shares on my watch list for now and revisit my position in the coming months.

The post FTSE 100 shares: 1 I’d buy and 1 I’d avoid! appeared first on The Motley Fool UK.

London’s blue-chip index did break through the 8,000 barrier on 16 February last year, but couldn’t sustain that heady high. It has dipped 2.82% on a 12-month basis to stand at 7,615.54 now. Luckily, since I buy individual shares rather than simply track the index, I’ve still made a solid return.

I took full advantage of the summer dip and went on a spree, after transferring three legacy company pensions into a self-invested personal pension (SIPP).

Good time to buy cheap stocks

Taylor Wimpey and 3i Group are my two biggest winners, both up 20%, while Legal & General Group and M&G are up around 15%. I’ve already started receiving dividends and there’s more to come: L&G and M&G yield 7.64% and 8.88%, respectively.

Inevitably, not every stock pick has been a winner. Mining giant Glencore is down 8% as China worries hit demand, while Smurfit Kappa Group (LSE: SKG) and Unilever have both slipped around 5%.

These are early days. I will judge their success over five to 10 years, and remain confident that all the shares could perform well. There are no guarantees, however.

All it takes is one profit warning or misfiring merger to knock a stock off track, as I’ve found with Smurfit Kappa. The paper and packaging specialist looked like a solid dividend growth stock, yielding around 4.5% and trading at just over seven times earnings when I bought it last June.

The shares plunged 10% in September after markets decided the board had overpaid to secure its £16bn hook-up with US rival WestRock. I took advantage of the dip to buy more of the stock. Now all I can do is sit and wait. The Smurfit Kappa share price is down 19.58% over 12 months. Let’s see where it goes when Smurfit publishes its full-year results on Wednesday (7 February).

I don’t expect an instant rebound as the company digests it acquisition, but I think its US manoeuvre will pay off over time.

Waiting for better times

A stock market slump like this one is a brilliant opportunity to go shopping for low-priced shares. Not only do I buy them at a cheaper price, but I get a higher dividend yield, too. With luck, they’ll bounce back at speed when the recovery comes.

I may have to be patient as we wait for the Bank of England to cut interest rates. Once it becomes clear that inflation is defeated, and borrowing costs start falling, I think the rally will really kick in. That would come as sweet relief after 10 years of struggle.

My retirement is roughly a decade away. For me, this is a real chance to make a dash for the finishing post, and I don’t want to miss it. That’s why I’m buying all the shares I can afford.

FTSE 100 shares trade at around nine times earnings, compared to 33 times in the US. I’m hoping they won’t be this cheap for much longer.

The post Today may be my once-in-a-decade chance to get rich from FTSE 100 shares appeared first on The Motley Fool UK.

Luxury fashion business Burberry Group (LSE: BRBY) is high on my shopping list. For years, this premium brand traded at a premium price, with a typical price-to-earnings ratio of around 25 times. It benefitted from the Chinese middle class consumer boom, but China is struggling right now, and so is Burberry. Markets didn’t appreciate this month’s profit warning, which suggested a 27% drop in adjusted operating profits to between £410m and £460m.

High fashion, low price

Burberry’s shares have crashed 43.96% in 12 months and now trade at just 10.39 times earnings. The yield has climbed to 3.32% too.

The stock got a lift from recent news that Beijing is lining up a $278bn stimulus package, rising 8.84% last week. I’d like to buy Burberry before it recoups more lost value.

It wasn’t the best performing stock on the FTSE 100, though. That honour belongs to private equity investment firm Intermediate Capital Group (LSE: ICP) which ended the week 14.37% higher. I took the news badly.

On 28 December, I tipped the stock to perform strongly in 2024, but didn’t have enough cash to add it to my portfolio. Sadly, I can’t buy every business I like, I just don’t have that sort of money.

Intermediate Capital Group provides capital for acquisitions, pre-IPO financing and management buyouts, and tends to do better when economic spirits are high. It should get a lift when interest rates fall as this will reduce funding costs and boost sentiment.

Its shares jumped on Thursday (25 January) after the board reported a solid increase in fee-earning assets under management for Q3 and said it had beaten its $40bn fundraising targets ahead of schedule.

Growing nicely

The share price is up 31.05% over the last year, but it still doesn’t look that expensive trading at 18.1 times earnings. It also yields 4.27%. Private equity is volatile, though, so if the economy sputters the stock could slip, but I’d still love to hold it.

I do hold Smurfit Kappa (LSE: SKG), having bought the FTSE 100 paper and packaging giant last summer. I’d like to buy it again, even though its shares have been volatile since I purchased them. They tumbled 10% in September as markets decided Smurfit had overpaid to secure its £16bn tie up with US rival WestRock.

Markets way well be right, but it does give the company access to the huge US market, under its proposed Smurfit WestRock brand.

Smurfit’s share price is down 10.4% over the last year but it’s now starting to recover from its September shock, bouncing 18.68% over three months. The risk is that we get a recession, which hits consumer spending and desire for all that corrugated paper that pad our online purchases.

Smurfit is cheap trading at 8.19 times earnings while yielding 3.91%. As with the other two stocks here, I’d like to buy before I have to pay more.

The post I’d like to buy these 3 world-class FTSE 100 shares in an ISA before the market rallies appeared first on The Motley Fool UK.