magazine archive
magazine archive
Big News
Energy price cap threatens Centrica’s earnings and dividend
Thursday 12 Oct 2017The Government has confirmed plans to introduce energy price caps across what prime minister Theresa May has called ‘the broken energy market.’ The news prompted a steep decline in the share price of Centrica ( CNA ) which looks likely to be worst hit by an Ofgem clampdown. It has also called into...
Polar launches new megatrends fund
Thursday 12 Oct 2017Investment company Polar Capital ( POLR:AIM ) has launched a new technology megatrends fund. Polar Capital Automation and Artificial Intelligence Fund will focus on four powerful secular themes: industrial automation, artificial intelligence (AI), robotics and materials science. Fund manager Ben...
Christmas comes early for Cranswick
Thursday 12 Oct 2017Premium pork-to-poultry play Cranswick ( CWK ) is a likely beneficiary of the problems facing leading poultry processor 2 Sisters, which is under investigation by the UK Food Standards Agency for potential food safety standard breaches. Supermarkets including Sainsbury’s ( SBRY ) , Lidl and Marks...
Our top picks of the year continue to outperform
Thursday 05 Oct 2017Our top picks for the year continue to outperform the wider market as we enter the final quarter of 2017. Our portfolio is up by 10.7% on average versus 7% gain from the FTSE All-Share. We have taken profit on two of the best performers – oil company Ithaca Energy (which was taken over earlier this...
Boost for housebuilders and real estate firms
Thursday 05 Oct 2017The real estate space is grabbing investors’ attention once again. Shares in housebuilders are marching higher on the promise of further state support for the sector and two real estate investment trusts (REITs) have announced substantial fundraising plans. Among the key early takeaways from the...
EasyJet could benefit from Ryanair and Monarch problems
Thursday 05 Oct 2017Low-cost airline EasyJet ( EZJ ) could benefit from the recent drama surrounding its rivals Ryanair ( RYA ) and Monarch. Ryanair has dominated the headlines over the past few weeks after cancelling thousands of flights due to an issue with pilots’ rosters. That’s caused severe brand damage and...
Land of the rising dividends
Thursday 05 Oct 2017Some of the world’s best dividend opportunities can be found in a surprising place. While investors might presume Silicon Valley’s tech hub, London’s financial centre or exciting emerging markets might provide top payout options, one of the winners is that old electronics industrial workhorse Japan...
Big news in the banking sector
Thursday 28 Sep 2017Recent data presents differing views on the health of the UK’s high street banks. The Bank of England’s Financial Policy Committee (FPC) released a report on 25 September suggesting that growing consumer debt could pose a major threat to the capital positions of Britain’s biggest banks positions if...
Gambling stocks in focus ahead of Government review
Thursday 28 Sep 2017Keep a close eye on gambling companies as a Government review on the industry is due next month. Reports suggest it will get tough on fixed-odds betting terminals in bookmakers’ shops. They are a key source of income for Ladbrokes Coral ( LCL ) . The company continues to be the subject of takeover...
Cobham appoints former Airbus UK chief
Thursday 28 Sep 2017Aerospace and defence firm Cobham ( COB ) has appointed the former head of Airbus UK Paul Kahn to head up its communications and connectivity arm. Kahn joins on 2 October and will be looking to support chief executive David Lockwood’s planned turnaround of the firm. A series of financial and...