Shares & trading

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

Old Mutual: Why now is the time for income investors to buy BP shares 

Old Mutual: Why now is the time for income investors to buy BP shares 

27 May 2015

A combination of happenstance and good management means that BP is now in an ideal position to return to its previous status as a bastion of the portfolio of UK income investors, according to Stephen Message, manager of the Old Mutual UK Equity Income fund, which has a yield of just less than 4 per cent.

Why BT shares are a 'compelling opportunity' for investors 

Why BT shares are a 'compelling opportunity' for investors 

26 May 2015

Shares in telecom conglomerate BT are a compelling opportunity for income investors at the present time, according to Eric Moore, manager of the Miton Income fund, which has returned 15 per cent over the past year, compared to 11 per cent for the average fund in the IA UK Equity Income sector in the same time period. 

Investors in both Lloyds and Barclays shares can enjoy significant dividend growth in the coming years, says top income fund manager 

Investors in both Lloyds and Barclays shares can enjoy significant dividend growth in the coming years, says top income fund manager 

26 May 2015

Shareholders in both Lloyds Banking Group and Barclays can enjoy significant dividend growth in the coming years, according to Scott McKenzie, manager of the recently launched Saracen UK Income fund.

Why income investors should continue to buy HSBC, Shell and BP for the dividend, by top fund manager 

Why income investors should continue to buy HSBC, Shell and BP for the dividend, by top fund manager 

21 May 2015

Whilst there are obvious question marks over the future prospects for oil giants BP and Shell, as well as banking group HSBC, investors should be confident that those companies will continue to be able to pay  dividends at around the current levels in the coming years, according to Jeremy Thomas, manager of the Brummer Investment trust.

Hargreaves Lansdown: Royal Mail shares a definite sell despite rise in profits 

Hargreaves Lansdown: Royal Mail shares a definite sell despite rise in profits 

21 May 2015

The latest results from Royal Mail  (LON: RMG) show profits of £740 million for the year to March 29, an increase of 6 per cent on the previous year, but Richard Hunter, head of equities at Hargreaves Lansdown, believes that the shares are a sell in the current climate. 

Mark Barnett: Why I am investing in BP shares right now 

Mark Barnett: Why I am investing in BP shares right now 

20 May 2015

Mark Barnett, who succeeded Neil Woodford as manager of the £12 billion Invesco Perpetual High Income and £6 billion Income fund, has revealed that he has been buying one new FTSE 100 stock recently as he believes it has been hugely undervalued by the market.

Why the Lloyds Banking Group dividend is worth investing in, by top income fund manager

Why the Lloyds Banking Group dividend is worth investing in, by top income fund manager

8 May 2015

Job Curtis, the manager of the £1.281 billion City of London investment trust, which has a yield of 3.81 per cent and takes pride in investing in a cautious way, has revealed the reasons behind his recent decision to invest in shares in Lloyds Banking Group (LON:LLOY). 

Woodford: The one UK stock that excites us most right now 

Woodford: The one UK stock that excites us most right now 

6 May 2015

Woodford Investment Management, the firm synonymous with Neil Woodford, whose £5.4 billion Woodford Equity Income fund has returned 18 per cent since last June, compared 7 per cent for the average fund in the IA UK Equity Income sector since launch last June, has outlined the small company that he is most excited about right now. 

Hargreaves Lansdown: Sainsbury shares definitely a sell following latest results 

Hargreaves Lansdown: Sainsbury shares definitely a sell following latest results 

6 May 2015

A slew of one-off costs and write-downs plunged supermarket giant J. Sainsbury (LON:SBRY) into its first full year loss for a decade, reinforcing the view of the shares as a definite sell, according to Richard Hunter, head of equities at Hargreaves Lansdown. 

Latest results show HSBC shares could 'gallop ahead' when US interest rates rise 

Latest results show HSBC shares could 'gallop ahead' when US interest rates rise 

5 May 2015

In common with many of the other UK banks, HSBC (LON:HSBA) is struggling to find ways to grow its revenue in the current climate, but it will be a prime beneficiary of US interest rates rising in the future, a scenario that could lead to the share price of the banking giant making rapid gains, according to Rob James, banking analyst at Old Mutual Global Investors. 

Lloyds Banking Group can grow its dividend by 500 per cent by 'the end of 2015' following latest results 

Lloyds Banking Group can grow its dividend by 500 per cent by 'the end of 2015' following latest results 

1 May 2015

Shareholders in Lloyds Banking Group (LON:LLOY) can expect the dividend to rise to as much as 4p per share in the coming year, following the announcement this morning of the banking group’s results for the first quarter of 2015, according to Rob James, banking analyst at Old Mutual Global Investors. 

Hargreaves Lansdown: Barclays shares are a 'strong buy', following latest results 

Hargreaves Lansdown: Barclays shares are a 'strong buy', following latest results 

29 Apr 2015

Despite the fines for forex activities, the latest results from banking giant Barclays shows that the company is making real progress, and that the shares are a ‘strong buy’ for investors, according to Richard Hunter, head of equities at Hargreaves Lansdown.

Why I am selling my HSBC shares right now, by top UK equity income fund manager 

Why I am selling my HSBC shares right now, by top UK equity income fund manager 

29 Apr 2015

Thomas Moore, manager of the £862 million Standard Life Investments UK Equity Income Unconstrained fund, has revealed that he has sold all of his shares in banking giant HSBC over the past month, despite the yield currently offered by the company. 

'Barclays shares are much better value than those of Lloyds Banking Group', says top fund manager 

'Barclays shares are much better value than those of Lloyds Banking Group', says top fund manager 

27 Apr 2015

Shares in Barclays offer much greater potential in the coming years than those of Lloyds Banking Group, based both on the respective valuations attached to the companies, and the level of reform being carried out by the management teams of the businesses, according to Kevin Troup, manager of the Standard Life Global Equity Income fund. 

Why I have £15 million invested in RBS shares, by top fund manager

Why I have £15 million invested in RBS shares, by top fund manager

21 Apr 2015

Mark Costar, manager of the JO Hambro UK Growth fund which has returned 157 per cent over the past decade, compared to 117 per cent for the average fund in the IA UK All Companies sector in the same time period, has told What Investment that the ‘doesn’t agree’ with any of the negativity around shares in banking group RBS at present. 

Glaxosmithkline shares a tremendous opportunity for income investors, says top fund manager 

Glaxosmithkline shares a tremendous opportunity for income investors, says top fund manager 

20 Apr 2015

Despite the recent bouts of bad news to have dampened expectations around the stock, the combination of the attractive yield and the potential for structural changes to the business makes shares in Glaxosmithkline a tremendous investment, according to Adrian Frost, manager of the £7.3 billion Artemis Income fund.

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