magazine archive


magazine archive

Talking Point

Fund gurus view emerging markets as a major prize

Thursday 04 May 2017

Consumer goods giant Unilever ( ULVR ) has increased its dividend at a very impressive 8% compound annual growth rate since 1962. Its significant cash generation capability was one of the many reasons why Kraft Heinz tried to buy the FTSE 100 business earlier this year. ‘Thank goodness that...

Is the motor sector on a PCP collision course?

Thursday 27 Apr 2017

Drivers could face tougher affordability checks to qualify for car loans, according to recent press headlines. This could have negative implications for many of the car retailers whose shares trade on the London stock market. The potential clampdown on car loans is related to concerns that a new...

Coming soon: a new way to invest in property

Thursday 13 Apr 2017

From summer 2017 onwards you could have a brand new option when it comes to investing in real estate. It will be a bit like the AIM or Main Market stock exchange, but only for property. Private investors have traditionally relied on investment funds to invest in commercial property. A plan is now...

The hazards of client concentration

Thursday 06 Apr 2017

The devastating slide in Imagination Technologies ( IMG ) shares on 3 April after being ditched by its largest customer Apple is just the latest and most high profile in a string of setbacks for firms with heavily-concentrated client bases. Shares in the microchip designer fell by more than 60%,...

Who benefits as big brands shun YouTube?

Thursday 30 Mar 2017

The revelation that many mainstream advertisers had seen their brands sit next to extremist content on Google-owned YouTube has sparked an exodus from the online video sharing platform. The likes of Johnson & Johnson and AT&T in the US and Marks & Spencer ( MKS ) and HSBC ( HSBA ) in...

Understanding the dividend risk on funds

Thursday 23 Mar 2017

Are funds a safer way to generate income from dividends than individual company shares? The answer is generally ‘yes’, but not to the extent as you might imagine. Individual companies can cancel or scale back dividends at their own discretion, meaning anyone owning such a company would suffer a...

Should you accept or reject a takeover bid?

Thursday 16 Mar 2017

Investors put money into stocks with the hope of making a profit in the future. You’d therefore expect corporate takeovers to be good news, particularly if they are priced at a premium to the market price. In reality not everyone accepts them with open arms. Some people don’t like the thought of...

Investors have got it wrong with these two stocks

Thursday 09 Mar 2017

I nspired Energy ( INSE:AIM ) and Smart Metering Systems ( SMS ) are the two most mispriced stocks in the support services sector, claims Panmure Gordon analyst Michael Donnelly. He believes you could make a mint buying now as the market has made wrong assumptions about the stocks which should...

We remain unimpressed by banking shares

Thursday 02 Mar 2017

We have produced a snapshot of the latest set of results from the main London-listed banks to help you navigate the sector. In this article we discuss the most important figures, management outlook, how investors reacted and our current view on each investment case. Barclays ( BARC ) 225.7p Results...

LoopUp bats off Amazon threat

Thursday 23 Feb 2017

Remote meetings specialist LoopUp ( LOOP:AIM ) has brushed aside emerging competition from Amazon Chime , the new video and audio conferencing platform being launched by the US technology giant. LoopUp’s share price fell by 25% in the three days following Amazon’s announcement that it was entering...

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