Shares & trading

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

Nick Train: Why I am backing Reed Elsevier shares to deliver returns for years to come

Nick Train: Why I am backing Reed Elsevier shares to deliver returns for years to come

17 Dec 2014

Nick Train, manager of the high-performing Finsbury Growth & Income Trust amongst other mandates, believes that, contrary to the views of many market participants, there is plenty of room for more gains from digital media company Reed Elsevier. 

 

Neil Woodford: Why I am 'very confident' in the long-term prospect for BT shares

Neil Woodford: Why I am 'very confident' in the long-term prospect for BT shares

16 Dec 2014

Star fund manager Neil Woodford, whose £3.7 billion CF Woodford UK Equity Income fund has an investment of around £190 million in telecoms giant BT, believes that the company’s proposed takeover of mobile phone business EE represents a ‘great opportunity’ for the business to grow revenues in the years to come.

Premier: The sectors for UK investors to focus on, and avoid, in 2015 

Premier: The sectors for UK investors to focus on, and avoid, in 2015 

15 Dec 2014

Chris White, head of UK equities at Premier Asset Management, has outlined the sectors he believes private investors should focus on in 2015, as well as those to avoid.

BT shares offer a 'rare opportunity' for UK income investors, says star fund manager

BT shares offer a 'rare opportunity' for UK income investors, says star fund manager

11 Dec 2014

Thomas Moore, manager of the high-performing £700 million Standard Life Investments UK Equity Income Unconstrained fund, has revealed that he is ‘wary’ of investing more in FTSE 100 income stocks right now, but he feels that BT (LON:BT.A) represents a ‘rare’ opportunity for income investors. 

Nick Train: Why I have never invested in Tesco, but Burberry is a share to own for a decade

Nick Train: Why I have never invested in Tesco, but Burberry is a share to own for a decade

10 Dec 2014

High-performing fund manager Nick Train, whose Finsbury Growth & Income Trust has returned 9 per cent in 2014, compared with 4 per cent for the average trust in the AIC UK Equity Income sector, intends to continue to shun Tesco shares, but is invested in luxury clothing retailer Burberry. 

Richard Peirson: Now is the time to sell Barratt, despite the shares' attractions

Richard Peirson: Now is the time to sell Barratt, despite the shares' attractions

2 Dec 2014

Richard Peirson, manager of the £796 million AXA Framlington Managed Balanced fund, has sold his shares in Barratt Developments (LON:BDEV) despite the performance of the shares being so strong in 2014 that the house builder is today on the cusp of entry into the FTSE 100. 

Gervais Williams: the best fast-growing AIM companies for investors today 

Gervais Williams: the best fast-growing AIM companies for investors today 

25 Nov 2014

Gervais Williams, manager of the absolute top-performing fund in the IMA UK Smaller Companies sector over the past 12 months, has outlined for What Investment the two stocks with a market cap of less than £150 million that he believes represent rapid growth prospects in the future. 

Richard Buxton: Why I've been buying more Barclays shares, but avoiding BT

Richard Buxton: Why I've been buying more Barclays shares, but avoiding BT

24 Nov 2014

Richard Buxton, manager of the £1.5 billion Old Mutual UK Alpha fund, has revealed that he has been ‘happily’ buying more shares in banking giant Barclays (LON:BARC).

Hargreaves Lansdown: the main attraction of Royal Mail shares is the dividend

Hargreaves Lansdown: the main attraction of Royal Mail shares is the dividend

19 Nov 2014

Investors looking for positives in the latest Royal Mail (LON:RMG) results should, according to Hargreaves Lansdown's head of equities Richard Hunter, focus on the board’s intention to pursue a ‘positive dividend policy’ in the coming years. 

Neil Woodford: AstraZeneca can increase revenues by 75 per cent in the next decade

Neil Woodford: AstraZeneca can increase revenues by 75 per cent in the next decade

18 Nov 2014

High profile fund manager Neil Woodford, whose CF Woodford Equity Income fund is the top performer out of 88 funds in the IMA UK Equity Income sector since launch in June, believes that AstraZeneca, the largest holding in his £3.3 billion fund, can substantially grow revenue over the next decade. 

City of London's Job Curtis: Investors don't have to worry about Shell, despite the oil price fall

City of London's Job Curtis: Investors don't have to worry about Shell, despite the oil price fall

17 Nov 2014

Job Curtis, manager of the £1.2 billion City of London Investment Trust (LON: CTY), has told What Investment that he won’t be selling any of his holding in oil giant Royal Dutch Shell, despite the fall in the oil price.

Hargreaves Lansdown: The negatives outweigh the positives for Sainsbury's shares

Hargreaves Lansdown: The negatives outweigh the positives for Sainsbury's shares

12 Nov 2014

This morning’s announcement by supermarket group Sainsbury's (LON:SBRY) that new store openings will be cancelled and sales in the past six months are down 2.1 per cent means that the bad news materially outweighs the good for Sainsbury's shareholders, according to Richard Hunter, head of equities at Hargreaves Lansdown.

Hargreaves Lansdown: Vodafone shares a 'buy' following latest results

Hargreaves Lansdown: Vodafone shares a 'buy' following latest results

11 Nov 2014

The outlook for telecommunications company Vodafone ‘is the most positive it has been for years’, following its latest results announcement, according to Richard Hunter, head of equities at Hargreaves Lansdown. 

Neil Woodford: Why I've been buying more Rolls-Royce shares, despite the bad news

Neil Woodford: Why I've been buying more Rolls-Royce shares, despite the bad news

10 Nov 2014

Despite the share price declining in the wake of a profit warning, Neil Woodford has confirmed that he has recently been ‘taking advantage’ of the weakness in the Rolls-Royce share price by increasing his holding in the company. 

Hargreaves Lansdown: Morrisons shares still a 'sell', even though news is positive

Hargreaves Lansdown: Morrisons shares still a 'sell', even though news is positive

6 Nov 2014

Shares in supermarket group Morrisons (LON:MRW) remain a 'sell' despite the stock rallying in the wake of a more positive than expected sales update from the company this morning.

Baillie Gifford: Ocado shares are a ‘fantastic long-term prospect’

Baillie Gifford: Ocado shares are a ‘fantastic long-term prospect’

5 Nov 2014

The recent negativity towards shares in online grocery firm Ocado (LON:OCDO) shows that the market is ‘missing a trick’, according to John MacDougall, manager of the Baillie Gifford Global Discovery fund.