I wonder if Relx (LSE: REL) can be the best participation in September, after immersion last month, he gave me a occasional chance to add it to my personal personal pension after a lower valuation.

The Anglo-Pathers group and analysts are unknown FTSE 100 Hero, sales of data based on subscription and decision -tools to companies in over 180 countries. Within five years, the price of the shares increased more than twice, increased by 102%, with dividends. However, last month, shares suddenly fell by 11.69%, leaving 3.7% lower within 12 months.

This is a striking reversal for a company that for half a decade provided annual returns of about 15%. The question is whether it is only a fleeting break or a sign that it has gone as far as possible.

RELX is the winner of FTSE 100

August fell after half a year of RELX results on July 24. However, the numbers were powerful. Revenues increased by 7% to 4.74 billion GBP, and the corrected operational profit increased by 9% to 1.65 billion GBP. The council raised a fleeting dividend by 7% to 19.5 pens. In my opinion, there was nothing about this update to justify a edged sale.

It may simply be that the expectations were too high. RELX traded in a price to profit of about 32 at the beginning of August, leaving little space to disappoint. The fall cut it to 28.7. This is not affordable, but according to the latest flying standards, it is so cheaper.

Risk of weighing

Artificial intelligence is a problem here. When AI appeared for the first time, many were afraid that they could allow clients to replicate services on their own. Then the story changed when people believed that RELX would support to improve its offer. It is too early to know for sure, but I wonder if the conversation from last month about AI could have an impact on sentiment.

There is also another risk. Corporate expenses are cyclical, and if companies exacerbate budgets, demand can snail-paced down. With inflation and sticky interest rates, it can be a problem for some time. Another factor is regulatory control over data operate. And with market capitalization of 62 billion pounds, the scale itself can limit the speed of future growth. As every good investor knows, no company is free from risk, although it is powerful.

The dividend’s escalate is added by appeals

The detained capacity 1.84% looks modest, but RELX increased its payment every year in this century, except for one suspension in 2010. Over the past 15 years, dividends have met at 7.95 a year, conveniently overcoming inflation. This makes it a hidden income game as well as growth actions.

For long -term actions and shares, ISA Investors looks like a high -quality business with powerful repetitive revenues and a reliable dividend escalate. Now I’m planning to start building a position in my SIPP.

I think Relx is one of the other investors that can also consider buying a long -term view.