Shares & trading
News on FTSE-listed companies, from results to brokers' views
15 Sep 2014
Richard Penny, whose L&G UK Alpha fund has returned 17 per cent in the past year, compared to 6 per cent for the IMA UK All Companies sector in the same period, has outlined the UK mid-caps and technology stocks which he believes represent value for private investors at the present time.
11 Sep 2014
Richard Hunter, head of equities at Hargreaves Lansdown, believes that while supermarket group Morrisons (LON:MRW) has ‘confounded its doubters by raising its dividend in contrast to Tesco’s recent cut’, the shares should still be sold.
10 Sep 2014
Helal Miah, investment research analyst at The Share Centre, believes that the strong earnings growth of companies in the house building sector is likely to mean that momentum stays with the sector for the foreseeable future.
8 Sep 2014
James Clunie, manager of the Jupiter Absolute Return fund, has three of the five largest investments in his fund in major oil companies, as he believes that the ‘cheapish’ stocks could deliver huge gains over the next three years.
1 Sep 2014
Star fund manager Neil Woodford, who has raised over £2 billion from private investors for his new CF Woodford Equity Income fund since launch in July, has disclosed that he has sold all of his shares in banking giant HSBC.
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29 Aug 2014
The announcement from supermarket giant Tesco this morning that it is slashing its dividend by 75 per cent, and is unlikely to hit its profit forecasts for 2014, means that shares in the retailer are a definite sell, according to Richard Hunter, head of equities at Hargreaves Lansdown.
20 Aug 2014
Star UK equity income fund manager Jeremy Lang, whose Ardevora UK Income fund has returned 56 per cent since launch in 2011, compared to 39 per cent for the IMA UK Equity Income sector, has revealed that TSB is the only UK bank in which he would invest.
12 Aug 2014
Strong performance from its overseas businesses saw insurance giant Prudential (LON:PRU) record a 17 per cent increase in profits for the six months to the end of June, making the stock a ‘strong buy’, according to Richard Hunter, head of equities at Hargreaves Lansdown.
11 Aug 2014
Simon Edelsten, manager of the Artemis Global Select fund, has outlined the stocks he has been investing in recently ‘that would not be greatly affected should the recovery in major economies disappoint’.
4 Aug 2014
A huge cash pile and conservative management mean that HSBC (LON:HSBA) is the ‘the most investable UK bank’, according to Rob James, equity analyst at Old Mutual Global Investors.
30 Jul 2014
Barclays (LON:BARC) suffered a 7 per cent drop in pre-tax profits to £3.35 billion for the first half of 2014, driven by dull performance from its investment bank which was only partly offset by an improvement in its personal and business operations.
29 Jul 2014
Less than a fifth of UK fund managers now hold RBS (LON:RBS) in their portfolios, according to data from Hargreaves Lansdown.
25 Jul 2014
Despite Royal Bank of Scotland (LON:RBS) revealing that profits for the second quarter of this year had almost doubled, sending the share price up 14 per cent, RBS remains an unattractive investment relative to its rivals, according to Robert James, banking analyst at Old Mutual Global Investors.
23 Jul 2014
Mike Prentis, high performing manager of the BlackRock Smaller Companies (LON:BRSC) investment trust, which has returned 411 per cent in the past ten years compared to 237 per cent for the AIC UK Smaller Companies sector, has outlined for What Investment the smaller company stocks he feel offer the best value for UK private investors right now.
22 Jul 2014
Mike Felton, manager of the £720 million M&G UK Growth fund, believes that investors should prefer BP (LON:BP) to Shell (LON:RDSB) at the present time.
21 Jul 2014
The announcement this morning that Tesco (LON:TSCO) is to change its chief executive should not immediately change investors' view of the stock, which remains a ‘sell’ according to Keith Bowman, equity analyst at Hargreaves Lansdown.