Eventually the energy switching market should come back to life and give the price comparison site another tailwind though it does not expect that to take off in earnest until next year.

The market appears optimistic about the company’s prospects, judging by how the share price has risen by 41pc so far this year. The next big test for the shares will be half-year results scheduled for Monday.

For the full year, the analyst consensus forecast is £108m adjusted pre-tax profit (2022: £95.1m), rising to £122m in 2024 and £143m in 2025.

Questor says: buy

Ticker: MONY

Share price at close: 272.2p

Update: AG Barr

Last year Irn-Bru-maker AG Barr credited the good summer weather as one reason behind positive first-half results.

The fact we have just experienced the hottest June on record in the UK bodes well for recent sales as scorching temperatures typically entice people to find liquid refreshment to quench their thirst.

The direction of the share price tells a different story. Down 14pc in six months versus a 6pc decline from the FTSE All-Share index of UK stocks, AG Barr’s performance implies investors are worried about something.

One third of shareholders voted against the directors’ remuneration policy at the annual general meeting in May, suggesting the bosses are paid too much versus what investors think the company is achieving.

At the same time, workers believe their pay is too low which has led to strike action at AG Barr’s Cumbernauld production and distribution centre which threatens to disrupt supplies of Irn-Bru over the summer.

Full-year results published in March came with a warning that investment in the business would dilute operating margins in the short-term. Add in a warning about inflationary cost pressures and it is easy to see why the market has lost interest in the shares.

Investors this year have rewarded companies that announce cost-cutting measures, whereas those who say they will spend more have had a tougher ride on the stock market.

Businesses need to spend money to make money yet the market has a very short-term focus, which means investors are ignoring potential longer-term investment benefits.

A savvy investor might view this situation in a different light, seeing that shares in a business with a good long-term history of generating strong returns, as is the case with AG Barr, is now on sale.

It has a record of double-digital profit margins, double-digit returns on capital and strong cash generation from a portfolio of beloved brands which include Tizer, Rubicon and KA.

A trading update expected early next month should shed light on how the drinks business is coping in the current environment. In Questor’s view, be patient and hold on.

Questor says: hold

Ticker: BAG

Share price at close: 463p

Dan Coatsworth is a stock market analyst at AJ Bell

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