magazine archive

magazine archive

Larger Companies

Genus strikes tasty deal to boost European position

Thursday 02 Mar 2017

Animal genetics specialist Genus ( GNS ) has caught our eye after striking an interesting partnership deal with leading pig breeding business Hermitage. Genus uses genetics to produce cattle for high-quality beef, pork and milk for farmers. Its pigs genetics business (PIC) will acquire the genetic...

Is Unilever worth buying after failed takeover bid?

Thursday 23 Feb 2017

Many investors are asking whether they should buy Unilever ( ULVR ) now that Kraft Heinz has given up on its $143bn mega-merger plan. The answer is ‘yes’, in our opinion. We’re big fans of the company as it has reasonably predictable earnings, fantastic brands and global reach. We view the...

Rare opportunity to play Halma

Thursday 16 Feb 2017

Mersham-based Halma ( HLMA ) will be keen to redress the balance between buyers and sellers after a spell in the grip of the bears. In three months to early January the share price slid 21% to 887.5p, its lowest level in almost a year. That slump has left many City analysts baffled; certainly half...

Wizz Air still attractive despite setback

Thursday 09 Feb 2017

Hungarian low-cost airline Wizz Air ( WIZZ ) has become the latest budget airline to suffer turbulence. We are still positive on the investment case given the long-term growth potential. The shares are down around 11% in the wake of 2017 net profit guidance being cut (1 Feb) from a range of €245m...

Why we don’t rate Jackpotjoy as a winner

Thursday 02 Feb 2017

Bingo-led gaming firm Jackpotjoy ( JPJ ) could be worth more than 40% higher than its current 630p share price if it traded in line with the rest of the UK gambling sector. That’s according to Edison Investment which has published a research note on the £485m company following its switch from the...

Dial up Vodafone dividends

Thursday 26 Jan 2017

Stiff competition across Europe, a fierce price war in India and new spectrum investment demands on cash flow are putting Vodafone ( VOD ) dividends under scrutiny, one of the main reasons that thousands of investors and funds own the stock. Yet analysts remain largely positive on the shares,...

Why Shire’s market cap is up eight-fold in 10 years

Thursday 19 Jan 2017

Investors should buy into the long-term momentum at leading biotechnology firm Shire ( SHP ) . Now one of the 15 largest companies on the FTSE 100, its market cap has surged eight-fold from approximately £5bn to £43.7bn over the last decade. Weak share price Shire is currently experiencing short-...

Persimmon divi has solid foundations

Thursday 12 Jan 2017

A rock-solid balance sheet means there is a place in your portfolio for York-headquartered housebuilder Persimmon ( PSN ) on income grounds alone. Short-term volatility Investors should be prepared to accept some short-term volatility though as the triggering of Article 50, firing the start gun on...

PayPoint in parcels deal breakthrough

Thursday 22 Dec 2016

A new deal with joint venture partner Yodel adds a scoop of brandy sauce on to the tasty Christmas pudding that is PayPoint ( PAY ) . After a year-long stand-off on how to take forward Collect+ – the click, collect and returns parcels service at local shops – the partners have agreed on a new...

What to do with your Sky shares

Thursday 15 Dec 2016

We aren’t surprised by last Friday’s (9 Dec) £10.75 per share takeover approach for Sky ( SKY ) , despite having held a bearish view towards the stock for some time. Just over a week ago we decided internally to reappraise the stock given a 30% decline in the share price year to date. We felt the...