Shares & trading

News on FTSE-listed companies, from results to brokers' views

Dividend announcement boosts Lloyds Banking Group shareholders, but future growth might be 'tougher to come by' 

Dividend announcement boosts Lloyds Banking Group shareholders, but future growth might be 'tougher to come by' 

27 Feb 2015

The announcement this morning by Lloyds Banking Group (LON:LLOY) that it would, after much anticipation, pay a dividend for the last financial year, shows that management have ‘delivered on what they said they would do’, but the challenge for the bank is to grow from here, according to Rob James, banking analyst at Old Mutual Global Investors. 

Investors who bought RBS shares hoping for a dividend are likely to have to wait 'until at least 2017' following latest results 

Investors who bought RBS shares hoping for a dividend are likely to have to wait 'until at least 2017' following latest results 

26 Feb 2015

Investors who drove the RBS (LON:RBS) share price up 11 per cent over the past year are likely to have to wait until 2017 to see the banking giant pay a dividend, according to Rob James, banking analyst at Old Mutual Global Investors. 

Richard Buxton: Why now is the time to buy Tesco shares 

Richard Buxton: Why now is the time to buy Tesco shares 

25 Feb 2015

Following a period of months of examining the stock as the share price declined, Richard Buxton, manager of the £2 billion Old Mutual UK Alpha equity fund has revealed the reasons why he began investing in Tesco  (LON:TSCO) shares. 

Rathbones: Now is the time for income investors to sell Unilever

Rathbones: Now is the time for income investors to sell Unilever

24 Feb 2015

Carl Stick, manager of the high-performing Rathbone Income fund, which moved past £1 billion in assets last week, has outlined the stocks and sectors he is focusing on to generate income in the current climate. 

Nick Train: The best shares to buy to profit from Quantitative Easing, and deflation 

Nick Train: The best shares to buy to profit from Quantitative Easing, and deflation 

24 Feb 2015

Nick Train, manager of the Finsbury Growth and Income trust (LON:FGT), which has returned 227 per cent over the past ten years, compared to 97 per cent for the average trust in the AIC UK Equity Income sector in the same period, has outlined the stocks which he is investing in to capitalise on the tumbling inflation rate, and the waves of quantitative easing being launched into the global economy by the European Central Bank (ECB) and the Bank of Japan. 

HSBC's £324 billion cash pile means income investors 'don't have to worry about the dividend', despite the bad news 

HSBC's £324 billion cash pile means income investors 'don't have to worry about the dividend', despite the bad news 

23 Feb 2015

Income investors who have alighted on HSBC (LON:HSBA) shares as a boring, but reliable, source of income, shouldn’t be overly concerned about the profit and share price falls this morning, asserted Rob James, banking analyst at Old Mutual Global Investors.

Artemis: Why now is the time to buy Rio Tinto shares, despite the tumble in commodity prices

Artemis: Why now is the time to buy Rio Tinto shares, despite the tumble in commodity prices

20 Feb 2015

Adrian Frost, manager of the £7 billion Artemis Income fund has disclosed the reasons why he has been buying more shares in mining giant Rio Tinto during the past month, despite the precipitous recent falls in commodity prices. 

Standard Life Investments: The best UK income stocks for investors today 

Standard Life Investments: The best UK income stocks for investors today 

19 Feb 2015

Thomas Moore, manager of the £800 million Standard Life UK Equity Income fund, which has returned 73 per cent over the past three years, compared to 45 per cent for the average fund in the IA UK Equity Income sector over the same period, has revealed the stocks he has been buying for income in recent months. 

Alastair Mundy: Why I have invested in RBS and Tesco, but won't touch Unilever or Diageo

Alastair Mundy: Why I have invested in RBS and Tesco, but won't touch Unilever or Diageo

13 Feb 2015

Alastair Mundy, manager of the £946 million Temple Bar Investment trust, which yields 3.8 per cent and has returned 157 per cent over the past decade, compared to 93 per cent for the average fund in the AIC UK Equity Income sector in the same time period, has outlined the reasons why he has invested in unloved stocks Tesco and RBS, but shuns Unilever and Diageo. 

JP Morgan: Why investors should stick with Lloyds Banking Group and Tesco, despite the uncertainties 

JP Morgan: Why investors should stick with Lloyds Banking Group and Tesco, despite the uncertainties 

9 Feb 2015

Despite the uncertainties that bedevil the companies at present, investors should view Lloyds Banking Group and Tesco as strong longer-term investments, according to William Meadon, co-manager of the JP Morgan Claverhouse (LON:JCH) investment trust. 

Hargreaves Lansdown: latest results should lead to 'upward' progression for Sky shares

Hargreaves Lansdown: latest results should lead to 'upward' progression for Sky shares

4 Feb 2015

Shares in TV and communications company Sky (LON:SKY) are likely to move upwards in the coming months following the ‘encouraging’ results announced by the company this morning, according to Richard Hunter, head of equities at Hargreaves Lansdown.

Now is the time for income investors to sell Reed Elsevier, say top fund managers

Now is the time for income investors to sell Reed Elsevier, say top fund managers

4 Feb 2015

Despite its attractions as a business, the current valuation attached to publishing company Reed Elsevier means that now is the time to sell, according to Hugh Yarrow, whose Evenlode Income fund is the third best UK Equity Income fund in its sector over the past year. 

Nick Train: The one stock I tripled my holding in this year

Nick Train: The one stock I tripled my holding in this year

3 Feb 2015

Nick Train, the high performing manager of the Finsbury Growth and Income trust (LON:FGT), has revealed that whilst he hasn’t bought a single new stock for his £550 million trust in the past three years, he did triple his exposure to one UK company in 2014.

'Debenhams shares are a tremendous opportunity for UK investors'

'Debenhams shares are a tremendous opportunity for UK investors'

2 Feb 2015

Despite the recent turbulence associated with the stock price, UK retailer Debenhams (LON:DEB) represents a tremendous opportunity for UK investors at the present time, according to Chris White, head of UK equities at Premier Asset Management. 

Hargreaves Lansdown: The best way to invest in the oil price fall

Hargreaves Lansdown: The best way to invest in the oil price fall

28 Jan 2015

The falling oil price will be most profoundly felt by the general public in the UK at the petrol pumps as fuel costs fall, and will deliver gains to a suite of UK companies, according to Laith Khalaf, senior analyst at Hargeaves Lansdown.

Standard Life Investments: Rio Tinto's problems mean it's years away from being an attractive income investment

Standard Life Investments: Rio Tinto's problems mean it's years away from being an attractive income investment

28 Jan 2015

Thomas Moore, manager of the £781 million Standard Life UK Equity Income Unconstrained fund, which has returned 108 per cent over the past five years compared with 78 per cent for the average fund in the IA UK Equity Income sector, has revealed that he has sold all of his shares in mining giant Rio Tinto (LON:RIO).