Shares & trading
News on FTSE-listed companies, from results to brokers' views
15 Jan 2015
Income investors should not be concerned about the ability of oil giant Royal Dutch Shell (LON:RDSA) to continue to pay a dividend amid the carnage of the tumbling oil price, according to Chris White, head of equities at Premier Asset Management.
14 Jan 2015
The share price of banking group HSBC (LON:HSBA) has been ‘trickling downwards’ all year, but investors should stick with the company, according to Richard Buxton, manager of the £1.6 billion Old Mutual UK Alpha Equity fund.
13 Jan 2015
Colin Morton, manager of the Franklin Templeton UK Equity Income fund, which has returned 7 per cent over the past year compared with 2 per cent for the average fund in the IA UK Equity Income sector over the same period, has outlined the stocks and sectors that he believes should be the focus for UK income investors in the current climate.
12 Jan 2015
Star fund manager Neil Woodford, whose £4.2 billion CF Woodford Equity Income fund is the absolute top performer in the IA UK All Companies sector over the past six months, has disclosed the two IPOs in tiny UK companies that he has invested in during the past month.
8 Jan 2015
The announcement this morning of better-than-feared sales figures from Tesco (LON:TSCO) is no reason to rush to buy the shares, according Richard Hunter, head of equities at Hargreaves Lansdown.
Latest investment guides
7 Jan 2015
The investment case for supermarket giant J Sainsbury (LON:SBRY) has ‘weakened’ in the wake of the latest results from the company, and the shares are now a sell, according to Richard Hunter, head of equities at Hargreaves Lansdown.
6 Jan 2015
George Godber, manager of the top-performing £152 million Miton UK Value Opportunities fund, has invested in TSB bank (LON:TSB).
Neil Woodford: Why I'm investing in Drax Group, despite the 'shambolic mess' of government energy policy
2 Jan 2015
High-profile fund manager Neil Woodford has revealed that he intends to stick with his investment in energy company Drax Group, despite the stock price crashing 10 per cent in a single day just prior to Christmas in the wake of the government’s decision to review the subsidies available to biomass energy producers.
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.
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.
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.
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.
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.
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.
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.
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).