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Ryanair can fly higher

Thursday 18 Jan 2018

Budget airline Ryanair ( RYA ) appears to be an attractive investment proposition as investors are overestimating risks from additional costs and potential strike action. Last year, Ryanair failed to properly plan pilots’ holiday leave, resulting in thousands of cancelled flights and a promise to...

Market loses patience with Daily Mail’s owner

Thursday 07 Dec 2017

Shares in publishing, events and professional information business Daily Mail & General Trust ( DMGT ) are bumping along close to a five-year low as it points to a tough 2018 for its consumer-facing businesses. Alongside full year results (30 Nov) the company guided for its media arm,...

Why GlaxoSmithKline’s HIV division could nearly double in value by 2020

Thursday 30 Nov 2017

Pharma giant GlaxoSmithKline’s ( GSK ) drug Juluca should help to drive value in its HIV-focused ViiV business after being approved by the US Food & Drug Administration (FDA). HIV is a virus that damages cells in the immune system, making it more difficult for people to fight off infections and...

GKN payout faces axe

Thursday 23 Nov 2017

Engineering group GKN ( GKN ) is unearthing further asset black holes in its aerospace division, putting its dividend under serious threat. The FTSE 100 company has been a consistent income payer for investors since the financial crisis of 2007. In that 10 year period GKN has paid out around £1.1bn...

Should M&S and Next consider a merger of equals?

Thursday 16 Nov 2017

High street retailers Marks & Spencer ( MKS ) and Next ( NXT ) are running hard just to stand still amid difficult market conditions. Is it time for a more drastic form of action? One analyst has suggested there is merit for the two companies to merge. Whitman Howard retail analyst Tony Shiret...

Stobart has attractive dividends and plenty of growth

Thursday 09 Nov 2017

If you’re interested in a profitable company paying a decent dividend, take a look at Stobart ( STOB ) . The diversified infrastructure, energy and aviation business believes it has plenty of avenues for growth, meaning its recent share price rally may have much further to go. Warwick Brady, who...

Refractory giant set for UK stock market debut

Thursday 26 Oct 2017

A producer of bricks to line steel and glass furnaces so they withstand extreme thermal, mechanical and chemical stress is set to join the London Stock Exchange on 27 October. We believe RHI Magnesita is primed to qualify for the FTSE 250 index in the near future. Austrian group RHI generated €1...

Where next for Sky shares?

Thursday 19 Oct 2017

At 925p pay-TV firm Sky ( SKY ) is trading at a material discount to the £10.75 per share bid on the table from Rupert Murdoch’s 21st Century Fox. This reflects uncertainty over the deal which currently sits with the UK Competition and Markets Authority (CMA). Prospective investors in Sky have two...

Tesco’s titanic turnaround

Thursday 12 Oct 2017

Supermarkets giant Tesco’s ( TSCO ) impressive half year results (4 Oct) confirmed its eagerly-anticipated return to the dividend list after a three-year hiatus. We’d hang on for further gains from the grocer’s turnaround, although we acknowledge the shares have rebounded strongly since June and...

The power of Ted Baker's brand

Thursday 05 Oct 2017

A recent rebound at Ted Baker ( TED ) could mark the start of a sustained rally for shares in the UK-based premium lifestyle brand. A buyer with a £31 price target, Liberum says its growth forecasts are prudently pitched and we believe the shares are worth buying at £26.77 as half year results (10...