A top investor just bought shares in this FTSE 100 company – should you?

first_imgA top investor just bought shares in this FTSE 100 company – should you? Enter Your Email Address 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. Simply click below to discover how you can take advantage of this. Andy Ross | Tuesday, 13th October, 2020 | More on: EXPN 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. Andy Ross owns shares in Diageo. The Motley Fool UK has recommended Diageo, Experian, RELX, and Unilever. 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. Image source: Getty Images. center_img Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge! 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. Our 6 ‘Best Buys Now’ Shares Lindsell Train, an investment management firm noted for its buy-and-hold approach, has piled into shares in Experian (LSE: EXPN). According to the Financial Times, Nick Train said of the deal: “We should have owned Experian years ago and the fault that we didn’t is all mine”.The highly-rated investment manager reportedly expects that rising demand for Experian’s advanced analytics and data management tools will drive strong growth. Shares in the credit and data company hit an all-time high back in September. With this in mind, should you also buy the shares?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…Investing in shares of FTSE 100 company Experian Just this month, Morgan Stanley upgraded Experian to ‘overweight’ and increased its price target price to £33.30 from £28.20. At the time of writing, the shares are just under £30.Last month, Experian increased its guidance for second-quarter revenue following stronger trading in July and August. The group stated the upgrade was due to strength in its US mortgages and consumer services.Overall, it seems that Experian is tapping into the growing demand for data and analytics. This trend is accelerating and will keep on growing. It seems very likely the FTSE 100 company will keep growing along with it.What are the other shares managers like Train might focus on?We also know that Train is said to be keen on finding other data and analytics companies to invest in. With Train more active than usual this year with purchases – he’s made three – what other shares could be on his radar?D4T4, which I’ve covered recently, could be a perfect fit. The only barrier might be its size given it has a market capitalisation of less than £100m. Train tends to be keener to buy more established, larger companies. The LF Lindsell Train UK Equity Fund‘s top three holdings are London Stock Exchange, Unilever,and Diageo.Nonetheless, other managers with the same thought process but focusing on smaller caps may be keen on D4T4. It certainly looks like a potentially promising investment.Train may add more to his holding in RELX, which has come under pressure because of Covid-19 and its association with events. But a significant amount of its revenue comes from data services, and he clearly already like the company – it’s the fourth-largest holding in the UK Equity fund. As a buy-and-hold investor he may well see now as a good time to load up on the shares at a cheaper price.I believe Experian, D4T4 and RELX are all potentially very good investments for the coming months and years. Especially longer term I believe they will all do very well and reward shareholders. “This Stock Could Be Like Buying Amazon in 1997” See all posts by Andy Rosslast_img

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