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Big News
£100m cash windfall
Thursday 27 Oct 2016IT infrastructure supplier Computacenter ( CCC ) is expected to unlock a cash return to shareholders worth around £100m next year. This would imply a rough 80p to 85p per share payout on top of regular dividends forecast at nearly 25p per share. Buying the stock at the current 733.5p would, by our...
Burberry on the back foot
Thursday 20 Oct 2016Trench coats, bags and cashmere scarves retailer Burberry’s ( BRBY ) post Brexit vote bounce has been halted by a first half trading update (18 Oct). It is cautious on the Americas, Hong Kong, Macau and major European markets. The weak pound has at least helped drive UK sales by 30% in the UK and...
‘Electric cars are good for GKN’
Thursday 20 Oct 2016Automotive engineer GKN ( GKN ) needs to shout louder about its opportunity in electric-powered vehicles, according to Panmure Gordon analyst Sanjay Jha. GKN, which is set to deliver a third quarter trading update on 25 October, held a dinner with analysts in September to talk about its Driveline...
Can GAME score an extra life?
Thursday 20 Oct 2016Our bearish stance on GAME Digital ( GMD ) since its 2014 stock market return is validated by a weak share price and poor full year results (13 Oct). It is trying to become a multi-channel retailer including live gaming. It remains dependent on the timing of console and game releases. (JC) ‹...
Ted Baker is tailored for smart growth
Thursday 20 Oct 2016Strong half year results (11 Oct) from Ted Baker ( TED ) demonstrate the strength of the designer label brand, one boasting abundant long-term growth potential across many channels (retail, wholesale, licensing) and geographic markets. Ted Baker, the aspirational fashion brand which doesn’t...
Switch into Telecom Plus to heat up returns
Thursday 20 Oct 2016Households and businesses face rising energy bills this winter as wholesale gas prices reverse more than three years of steady declines. This could result in headaches for both the big six suppliers and many smaller independents, for different reasons, yet create a unique opportunity for selected...
Cash return from SSE
Thursday 20 Oct 2016Big six energy suppler SSE ( SSE ) is considering a return of value to shareholders after selling a stake in its Scotia Gas Networks arm. The 16.7% equity stake is being sold to the Abu Dhabi Investment Authority for £621m. This could be reinvested in the business but funds back to investors as a...
Investors told to get ‘real’
Thursday 20 Oct 2016Commodity returns over the last 10 years are at their lowest since the 1930s depression indicating it could be time for investors to load up on so-called ‘real assets’. Real assets like property, commodities and infrastructure assets trade at low multiples to financial assets like stocks and bonds...
Seeing Machines’ spin-out on hold
Thursday 13 Oct 2016Driver monitoring and safety technology designer Seeing Machines ( SEE:AIM ) has confirmed to Shares its decision to delay the planned spin-out of its FOVIO automotive business as talks continue with potential investors. There is even the chance of a strategic rethink as the company explores all...
Putin’s crude remarks lift oil
Thursday 13 Oct 2016Russian president Vladimir Putin’s pledge to join OPEC’s production freeze (10 Oct) is helping to lift crude oil prices, fueling the rally which originates from the cartel’s surprise move on 28 September 2016. US oil prices hit their highest levels so far this year as Putin made the commitment at...