Shares & trading

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

Take a profit on your Tesco shares if you can, counsels top fund manager

Take a profit on your Tesco shares if you can, counsels top fund manager

25 Mar 2015

The recent appreciation in the share price of Tesco is a signal for investors who are in a position to take a profit, according to Charles Luke, manager of the 575 million Murray income trust, which has a yield of over 4 per cent. 

Richard Buxton: HSBC shares are now a 'worry' of an investment

Richard Buxton: HSBC shares are now a 'worry' of an investment

19 Mar 2015

Despite it being the largest holding in his £2 billion Old Mutual UK Alpha Equity fund, Richard Buxton believes that HSBC shares are now on the ‘worry list’ of holdings for UK investors

Nick Train: The FTSE 100 stock I still think is a 'tremendous opportunity', despite the valuation

Nick Train: The FTSE 100 stock I still think is a 'tremendous opportunity', despite the valuation

17 Mar 2015

Star fund manager Nick Train has described one FTSE 100 stock as a tremendous opportunity, despite the waves of negativity that have engulfed the stock in the wake of its most recent results announcement. 

Lloyds Banking Group shareholders can expect the dividend to grow by 800 per cent in the coming years, says top fund manager

Lloyds Banking Group shareholders can expect the dividend to grow by 800 per cent in the coming years, says top fund manager

12 Mar 2015

Steve Davis, manger of the high-performing £1.35 billion Jupiter UK Growth fund believes that the UK banks are ‘one of the few genuinely clear and good growth opportunities in the UK market at present.’ 

Standard Life: Why now is the time to buy big oil and mining stocks 

Standard Life: Why now is the time to buy big oil and mining stocks 

11 Mar 2015

Ed Legget, who during his eight years as manager of the Standard Life UK Equity Unconstrained fund has returned 201 per cent, compared to 64 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 buy shares in large mining and oil companies, despite the volatility currently endemic in those sectors.

Can Tesco turn it around?

Can Tesco turn it around?

4 Mar 2015

Four profit warnings in the space of six months, an accounting scandal, a drop of almost 50% in the share price and a dividend slashed by 75%: 2014 was not the best of years for Tesco. Will new leadership restore the troubled store to its former glory?

Barclays is now the 'most investable' UK bank following latest results

Barclays is now the 'most investable' UK bank following latest results

3 Mar 2015

Despite the share price falls that have engulfed shares in Barclays (LON:BARC) since this morning’s results announcement, it has now overtaken HSBC to become the most investible UK bank, according to Rob James, banking analyst at Old Mutual Global Investors. 

Mark Barnett: The best stocks for UK investors as interest rates stay lower for longer 

Mark Barnett: The best stocks for UK investors as interest rates stay lower for longer 

3 Mar 2015

The swirl of data driving the UK towards deflation in the coming months means that the prospect of an interest rate rise in the UK has receded yet further into the distance, and means that a number of sectors of the UK economy look particularly attractive right now, according to Mark Barnett, manager of the Invesco Perpetual Income and High Income funds. 

Dividend announcement boosts Lloyds Banking Group shareholders, but future growth might be 'tougher to come by' 

Dividend announcement boosts Lloyds Banking Group shareholders, but future growth might be 'tougher to come by' 

27 Feb 2015

The announcement this morning by Lloyds Banking Group (LON:LLOY) that it would, after much anticipation, pay a dividend for the last financial year, shows that management have ‘delivered on what they said they would do’, but the challenge for the bank is to grow from here, according to Rob James, banking analyst at Old Mutual Global Investors. 

Investors who bought RBS shares hoping for a dividend are likely to have to wait 'until at least 2017' following latest results 

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. 

Richard Buxton: Why now is the time to buy Tesco shares 

Richard Buxton: Why now is the time to buy Tesco shares 

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. 

Rathbones: Now is the time for income investors to sell Unilever

Rathbones: Now is the time for income investors to sell Unilever

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. 

Nick Train: The best shares to buy to profit from Quantitative Easing, and deflation 

Nick Train: The best shares to buy to profit from Quantitative Easing, and deflation 

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 

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.

Artemis: Why now is the time to buy Rio Tinto shares, despite the tumble in commodity prices

Artemis: Why now is the time to buy Rio Tinto shares, despite the tumble in commodity prices

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. 

Standard Life Investments: The best UK income stocks for investors today 

Standard Life Investments: The best UK income stocks for investors today 

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.