Shares & trading
News on FTSE-listed companies, from results to brokers' views
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 Brummer Investment trust.
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.
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.
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).
6 May 2015
Woodford Investment Management, the firm synonymous with Neil Woodford, whose £5.4 billion Woodford Equity Income fund has returned 18 per cent since last June, compared 7 per cent for the average fund in the IA UK Equity Income sector since launch last June, has outlined the small company that he is most excited about right now.
Latest investment guides
6 May 2015
A slew of one-off costs and write-downs plunged supermarket giant J. Sainsbury (LON:SBRY) into its first full year loss for a decade, reinforcing the view of the shares as a definite sell, according to Richard Hunter, head of equities at Hargreaves Lansdown.
5 May 2015
In common with many of the other UK banks, HSBC (LON:HSBA) is struggling to find ways to grow its revenue in the current climate, but it will be a prime beneficiary of US interest rates rising in the future, a scenario that could lead to the share price of the banking giant making rapid gains, according to Rob James, banking analyst at Old Mutual Global Investors.
Lloyds Banking Group can grow its dividend by 500 per cent by 'the end of 2015' following latest results
1 May 2015
Shareholders in Lloyds Banking Group (LON:LLOY) can expect the dividend to rise to as much as 4p per share in the coming year, following the announcement this morning of the banking group’s results for the first quarter of 2015, according to Rob James, banking analyst at Old Mutual Global Investors.
29 Apr 2015
Despite the fines for forex activities, the latest results from banking giant Barclays shows that the company is making real progress, and that the shares are a ‘strong buy’ for investors, according to Richard Hunter, head of equities at Hargreaves Lansdown.
29 Apr 2015
Thomas Moore, manager of the £862 million Standard Life Investments UK Equity Income Unconstrained fund, has revealed that he has sold all of his shares in banking giant HSBC over the past month, despite the yield currently offered by the company.
27 Apr 2015
Shares in Barclays offer much greater potential in the coming years than those of Lloyds Banking Group, based both on the respective valuations attached to the companies, and the level of reform being carried out by the management teams of the businesses, according to Kevin Troup, manager of the Standard Life Global Equity Income fund.
21 Apr 2015
Mark Costar, manager of the JO Hambro UK Growth fund which has returned 157 per cent over the past decade, compared to 117 per cent for the average fund in the IA UK All Companies sector in the same time period, has told What Investment that the ‘doesn’t agree’ with any of the negativity around shares in banking group RBS at present.
20 Apr 2015
Despite the recent bouts of bad news to have dampened expectations around the stock, the combination of the attractive yield and the potential for structural changes to the business makes shares in Glaxosmithkline a tremendous investment, according to Adrian Frost, manager of the £7.3 billion Artemis Income fund.
Why I'm selling my property holdings, and buying shares in HSBC and Centrica, by top income fund manager
16 Apr 2015
Tony Yarrow, manager of the Wise Income fund, which is the fourth best out of more than 90 funds in the IA UK Equity Income sector over the past five years has disclosed the reasons why he is selling his commercial property holdings in the UK and investing the capital in banking giant HSBC and energy firm Centrica.
Richard Buxton: The UK economic recovery might have peaked, but HSBC remains an attractive investment
14 Apr 2015
Richard Buxton, head of equities at Old Mutual Global Investors and manager of the £2 billion UK Alpha fund believes that the UK economic recovery may have peaked, despite the current lusty performance of UK equities.
7 Apr 2015
Simon Gergel, manager of the £687 million Merchants Investment trust, which yields over 4.5 per cent, has revealed to What Investment the reasons behind his decision to hold significant investments in BP and Shell, despite the volatility in the oil price.