Shares & trading
News on FTSE-listed companies, from results to brokers' views
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.
Latest investment guides
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).
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.
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.
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.
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.
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.
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.
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.
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.