Shares & trading
News on FTSE-listed companies, from results to brokers' views
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.
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.
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.
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
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.
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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.
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.
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
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.
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.
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.
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.
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.
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
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).
27 Jan 2015
Income investors should not be distracted by the recent positive share price performance of supermarket giant Tesco, and instead consider alternative stocks to generate income, according to Job Curtis, manager of the £1 billion City of London Investment Trust.