magazine archive

magazine archive

Larger Companies

ASOS’s increased spending plans are not a reason to dump the shares

Thursday 19 Apr 2018

Online fashion retailer ASOS ( ASC:AIM ) says its spending needs to rise materially on logistics and distribution to support its rapid and globally-derived growth. While that hasn’t gone down well with investors, we do see positives longer-term in having more robust infrastructure to cope with...

Is Just Eat share price fall a buying opportunity?

Thursday 12 Apr 2018

Shares in takeaway ordering specialist Just Eat (JE. ) have dropped from the all-time high of 890p marked in February by more than 20% to 686.6p (6 Mar). Is this a buying opportunity or is the company’s new investment strategy too risky? Just Eat generates sales from its online platform, which is...

Phoenix could be the best income stock you’ve never heard of

Thursday 05 Apr 2018

P hoenix ( PHNX ) is the UK’s largestconsolidator of closed life assurancefunds or insurance policies that are no longer open to new business. It may seem a pure income play, offering a prospective dividend yield of 6.8% for 2018. That makes it the 35th largest dividend yield in the UK after...

The bull and bear case for Morrisons

Thursday 22 Mar 2018

Recent share price weakness at WM Morrison Supermarkets ( MRW ) represents a buying opportunity. Full year results (14 Mar) confirmed the Bradford-based grocer has become far more competitive under best-in-class CEO David Potts and the upside potential from its emerging wholesale business is...

Dalata Hotels to start paying dividends in 2018

Thursday 08 Mar 2018

Ireland’s largest hotel operator Dalata Hotels ( DAL ) plans to reward shareholders with a dividend from 2018 following strong full year results in 2017. Dalata operates the Maldron Hotel and Clayton Hotel brands in Ireland and the UK, and manages a portfolio of partner hotels. The £1bn company...

All change for AA as dividends are cut and new strategic plan announced

Thursday 01 Mar 2018

Roadside assistance specialist AA ( AA. ) has decided to enter into a brave new world, led by an energetic new CEO Simon Breakwell. Rather than just providing roadside recovery once a car’s broken down, the AA wants to develop systems that can spot when an engine is heading into trouble. The...

Why investors should stay sweet on Tate & Lyle

Thursday 22 Feb 2018

A souring of sentiment towards Tate & Lyle ( TATE ) is an opportunity for value investors to take a taste of the international business. Recent earnings downgrades reflect year-to-date dollar weakness and margin pressure amid investment in the business. This has weighed on the equity valuation...

Dividend warning for SSE ahead of proposed asset merger with Npower

Thursday 08 Feb 2018

Questions are being raised over the future of dividends from energy supplier SSE ( SSE ) if it successful in spinning off its UK household supply operations and merging them with rival Npower. Merger talks were confirmed in November 2017. A deal would marry the pair’s UK retail units, effectively...

Beazley is a cyber security insurance leader

Thursday 01 Feb 2018

Lloyd’s of London insurer Beazley ( BEZ ) is expanding its range of products to keep up with the changing nature of 21st Century security threats. Market leading cyber security product Beazley Breach Response (BBR) can carry out an assessment of vulnerabilities and recommendations for improvements...

Can you make money from investing in outsourcing companies?

Thursday 25 Jan 2018

Outsourcing companies have been thrust into the spotlight by the demise of Carillion ( CLLN ) . The high profile corporate failure raises the question of whether this type of business can ever be a good investment. On the face of it, winning large, long-term contracts from a government should be...