Shares & trading

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

Revealed: The reasons investors should avoid Tesco shares right now, by star fund manager 

Revealed: The reasons investors should avoid Tesco shares right now, by star fund manager 

29 Jun 2015

George Godber, manager of the £277 million Miton UK Value Opportunities fund, which has returned 54 per cent since launch in March 2013 compared to just 23 per cent for the average fund in the IA UK Equity Income sector in the same time period, has revealed for What Investment the reasons why he won’t invest in Tesco shares right now. 

Why now is the time to invest in RBS, by top performing fund manager 

Why now is the time to invest in RBS, by top performing fund manager 

29 Jun 2015

Despite the negativity that presently surrounds the UK banking sector, shares in RBS (LON:RBS) represent a terrific opportunity for investors in the coming years according to Henry Dixon, manager of the High Performing GLG Undervalued Assets fund. 

'I could probably have made a profit on Quindell shares but there were good reasons not to buy them', says top fund manager 

'I could probably have made a profit on Quindell shares but there were good reasons not to buy them', says top fund manager 

26 Jun 2015

Richard Penny, the veteran manager of the Legal and General Alpha Trust, which has around two thirds of its almost £200 million invested in AIM shares, disclosed to What Investment this morning that whilst he considered investing in the much discussed Quindell, the track record of the then chief executive caused him to reconsider.

Why HSBC is the most investable UK bank for income investors right now, by top fund manager 

Why HSBC is the most investable UK bank for income investors right now, by top fund manager 

22 Jun 2015

Simon Gergel, manager of the Merchants Investment Trust, which has a yield of just under 5 per cent, has disclosed to What Investment the reasons that he believes HSBC is the most attractive UK bank for income investors right now. 

Gervais Williams: The three best AIM stocks for investors today 

Gervais Williams: The three best AIM stocks for investors today 

18 Jun 2015

As the AIM market reaches its 20th anniversary, Gervais Williams, one of the most experienced fund managers still operating in the market has revealed for What Investment the three AIM stocks he is most excited about right now.

Why Royal Dutch Shell shares remain an attractive income investment, by manager of investment trust with a 5 per cent yield

Why Royal Dutch Shell shares remain an attractive income investment, by manager of investment trust with a 5 per cent yield

17 Jun 2015

The positives accruing to Royal Dutch Shell (LON:RDSA) in terms of future profitability far outweigh the negatives arising from the company acquiring the rival oil major BG Group, according to Simon Gergel, manager of the £696 million Merchants Investment trust, which has a yield of 5 per cent.

Why I have changed my mind about investing in Shell, by top performing fund manager

Why I have changed my mind about investing in Shell, by top performing fund manager

5 Jun 2015

Henry Dixon, manager of the GLG Undervalued Assets fund, which has returned 24 per cent since launch in December 2013, compared to 13 per cent for the average fund in the IA UK All Companies sector over the same time period, has outlined the reasons for his decision to invest in Shell shares, following many years of caution towards the stock. 

Alastair Mundy: Why BT shares are a poor value investment in 2015 

Alastair Mundy: Why BT shares are a poor value investment in 2015 

5 Jun 2015

Alastair Mundy, manager of the £900 million Temple Bar Investment Trust, which has returned an average of 15 per cent a year for the past ten years, has derided the investment case for BT shares (LON:BT), believing that the optimism is of the market is misplaced when the fundamentals of the company are analysed.

JP Morgan: The best stocks for UK income investors in 2015 

JP Morgan: The best stocks for UK income investors in 2015 

28 May 2015

Sarah Emly, co-manager of the JP Morgan Claverhouse Investment trust, which has increased its dividend for every one of the past forty-two years, has revealed for What Investment the stocks she believes are best for income investors at present.

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 Brunner 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).