Shares & trading

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

Things will 'get worse before they get better' for RBS shares and a dividend is years away, but the longer-term picture is bright, agree analysts 

Things will 'get worse before they get better' for RBS shares and a dividend is years away, but the longer-term picture is bright, agree analysts 

4 Aug 2015

The decision by the UK government to begin selling down its stake in Royal Bank of Scotland (RBS) may mean that the longer-term investment case for the bank, but things are likely to get worse before then, according to David Madden, market analyst at stockbroker IG. 

HSBC shares could grow its dividend by 14 per cent in the next three years, says top analyst 

HSBC shares could grow its dividend by 14 per cent in the next three years, says top analyst 

3 Aug 2015

HSBC shares have considerable capacity to make gains from here following a better than expected performance from the company in the second quarter of this year, according to Ian Gordon, banking analyst at Investec. 

 

Investors in Lloyds Banking Group shares can look forward to dividend growth of up to 600 per cent by 2017, following latest results 

Investors in Lloyds Banking Group shares can look forward to dividend growth of up to 600 per cent by 2017, following latest results 

31 Jul 2015

Stephen Message, manager of the Old Mutual UK Equity Income fund, has told What Investment this morning that at the current rate of progress shareholders in Lloyds Banking Group can look forward to significant dividend growth by 2017. 

RBS shares a 'buy' following latest results says prominent analyst, but a dividend looks a distant prospect  

RBS shares a 'buy' following latest results says prominent analyst, but a dividend looks a distant prospect  

30 Jul 2015

RBS shares are a definite buy in the wake of this morning second quarter results from the company, which surpassed analysts forecasts, according to Ian Gordon, banking analyst at Investec.

Barclays 'now the most attractive investment' amongst the UK banks following latest results 

Barclays 'now the most attractive investment' amongst the UK banks following latest results 

29 Jul 2015

Banking giant Barclays delivered results that were some way ahead of expectations this morning, sending the share price lustily upwards and prompting Alastair McCaig, market analyst at stockbroker IG to declare the company ‘the most attractive of the UK banks from an investment point of view right now.’ 

The two reasons why income investors should shun Lloyds Banking Group shares right now, despite the dividend, by veteran fund manager 

The two reasons why income investors should shun Lloyds Banking Group shares right now, despite the dividend, by veteran fund manager 

27 Jul 2015

Whilst Lloyds Banking Group shares have started to pay a dividend; there are two reasons why income investors should be cautious about the prospects for the company, according to Colin Morton, the veteran manager of the Franklin Templeton UK Equity Income fund. 

Revealed: Why investors should sell their Tullow Oil shares right now 

Revealed: Why investors should sell their Tullow Oil shares right now 

24 Jul 2015

The general deterioration in the oil price, technical problems with its project in Ghana and the elevated levels of debt means that now is the time to sell Tullow Oil shares, according to Sam Wahab, equity analyst at Cantor Fitzgerald.  

Why investors in Barclays shares 'can expect the dividend to grow in the coming year'

Why investors in Barclays shares 'can expect the dividend to grow in the coming year'

23 Jul 2015

Eric Moore, co-manager of the £200 million Miton Income fund has revealed for What Investment the reasons why he has begun, as an income investor to dip his toes into the UK banking sector for the first time in many years. 

Investors should stick with BP and Shell for the dividend, says fund manager with 7.2 per cent yield 

Investors should stick with BP and Shell for the dividend, says fund manager with 7.2 per cent yield 

22 Jul 2015

Despite both stocks being presently mired in complication due to the concerns over the oil price, investors who have dividends as their focus should stick with BP and Shell, according to Tim Rees, manager of the Insight UK Equity Income Booster fund. 

Investors in Lloyds Banking Group can expect the dividend to 'increase significantly' in the short term, but it will never be a 'boring stock'

Investors in Lloyds Banking Group can expect the dividend to 'increase significantly' in the short term, but it will never be a 'boring stock'

22 Jul 2015

Dan Hanbury, the experienced and high-performing manager of the River and Mercantile UK Equity Income fund has told What Investment that he believes Lloyd’s Banking Group can grow its dividend significantly in the short-term.

Income investors can expect BT shares to 'do very well' in the coming years, by manager with £25 million invested in them

Income investors can expect BT shares to 'do very well' in the coming years, by manager with £25 million invested in them

21 Jul 2015

BT is a business that has transformed itself in recent years and is now a tremendous opportunity for income investors, according to Stephen Bailey, manager of the Liontrust Macro Equity Income fund, which has a 4 per cent yield. 

Tesco and RBS shares are both far too expensive to make good investments in 2015, says top performing fund manager 

Tesco and RBS shares are both far too expensive to make good investments in 2015, says top performing fund manager 

21 Jul 2015

Shares in supermarket giant Tesco and banking group RBS have both started to attract the notice of investors looking for value in the UK stock market at present, but at current valuations neither company represents a good investment, according to Paul Stephany, the high performing manager of the £395 million Newton UK Opportunities fund. 

Nick Train: Why I'm still keen on investing in Diageo shares, but the board should be 'looking over its shoulder' due to recent share price performance 

Nick Train: Why I'm still keen on investing in Diageo shares, but the board should be 'looking over its shoulder' due to recent share price performance 

20 Jul 2015

Star fund manager Nick Train, whose Finsbury Growth and Income fund is the absolute top performer in the AIC UK Equity Income sector over the past year, has outlined the reasons why he will continue to own Diageo shares, despite what he sees as the huge structural challenges facing the FTSE 100 behemoth.

Richard Buxton: Why investors should stick with Rolls Royce shares for the long-term, despite the recent profit warnings 

Richard Buxton: Why investors should stick with Rolls Royce shares for the long-term, despite the recent profit warnings 

16 Jul 2015

Richard Buxton, the veteran manager of the £2.2 billion Old Mutual UK Alpha fund, has revealed the reasons why he believes that shares in engineering firm Rolls Royce remain a good investment for the long term, despite the current challenges facing the company.

Why I've been buying Quindell shares, by manager of top performing £350 million UK fund 

Why I've been buying Quindell shares, by manager of top performing £350 million UK fund 

13 Jul 2015

Henry Dixon, manager of the GLG UK Undervalued Assets fund, which has returned 21 per cent since launch in December 2013, compared to 10 per cent for the average fund in the IA UK All Companies sector in the same time period, has revealed the reasons behind his decision to invest in the troubled and controversial insurance outsourcing company Quindell, before the shares were suspended.

Why GlaxoSmithkline shares remain an attractive income investment, top income fund manager 

Why GlaxoSmithkline shares remain an attractive income investment, top income fund manager 

8 Jul 2015

Despite the recent announcements from pharma giant Glaxosmithkline that it is reducing its special dividend and share buyback programme does not change the case for income investors to hold the stock, according to Hugh Yarrow, manager of the Evenlode Income fund, which has a yield of 3.75 per cent.